We are live on ! Find out more
POWL icon

Powell Industries

117 hedge funds and large institutions have $333M invested in Powell Industries in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

728% more call options, than puts

Call options by funds: $737K | Put options by funds: $89K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

39% more capital invested

Capital invested by funds: $240M → $333M (+$93M)

9% more funds holding

Funds holding: 107117 (+10)

5.04% more ownership

Funds ownership: 193.16%198.2% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
37
Reduced
39
Closed
10
Calls
$737K
Puts
$89K
Net Calls
+$648K
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$2.26M -$1.73M -124,800 -44%
AI
27
Acuitas Investments
Washington
$2.19M -$3.44M -248,139 -62%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$2.04M +$1.99M +143,358 New
PAM
29
Panagora Asset Management
Massachusetts
$1.66M +$1.62M +116,811 New
Legal & General Group
30
Legal & General Group
United Kingdom
$1.52M +$681K +49,185 +85%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.38M +$78.6K +5,676 +6%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.33M +$692K +49,953 +114%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.17M +$1.14M +82,083 New
N
34
Nuveen
North Carolina
$1.12M -$112K -8,082 -9%
Charles Schwab
35
Charles Schwab
California
$1.11M +$45.5K +3,288 +4%
American Century Companies
36
American Century Companies
Missouri
$1.09M +$824K +59,490 +312%
TI
37
Trexquant Investment
Connecticut
$862K +$100K +7,227 +14%
Nisa Investment Advisors
38
Nisa Investment Advisors
Missouri
$852K
Two Sigma Advisers
39
Two Sigma Advisers
New York
$793K -$45.7K -3,300 -6%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$743K +$725K +52,365 New
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$683K -$19.8K -1,431 -3%
Squarepoint
42
Squarepoint
New York
$627K +$612K +44,181 New
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$594K
Russell Investments Group
44
Russell Investments Group
United Kingdom
$583K -$71.6K -5,172 -11%
Bank of America
45
Bank of America
North Carolina
$561K +$98.4K +7,104 +22%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$539K +$42.8K +3,087 +9%
GC
47
Globeflex Capital
California
$523K +$510K +36,849 New
RFG
48
Range Financial Group
Oregon
$500K +$488K +35,235 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$494K +$482K +34,782 New
Prudential Financial
50
Prudential Financial
New Jersey
$461K +$46.1K +3,330 +11%

POWL Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2023, worth a combined $333M — up 39% from $240M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $7.51M. The largest seller was Mirae Asset Global Investments, cutting an estimated $4.51M.

  • 117 institutional investors held Powell Industries (POWL) as of Q1 2023, up from 107 in Q4 2022.
  • Funds reported $333M of Powell Industries stock for Q1 2023, up 39% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2023 was First Trust Advisors, an estimated $7.51M added.
  • The largest Powell Industries seller in Q1 2023 was Mirae Asset Global Investments, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2023.