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Powell Industries

236 hedge funds and large institutions have $1.32B invested in Powell Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $756M → $1.32B (+$563M)

30% more funds holding

Funds holding: 182236 (+54)

23.42% more ownership

Funds ownership: 214.57%238% (+23%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

12% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $22.4M

Holders
236
Holders Change
+54
Holders Change %
+29.67%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
73
Reduced
72
Closed
21
Calls
$19.7M
Puts
$22.4M
Net Calls
-$2.76M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$12.5M -$661K -15,438 -6%
Cerity Partners
27
Cerity Partners
New York
$11.4M +$10.3M +241,101 New
Charles Schwab
28
Charles Schwab
California
$11.1M +$355K +8,298 +4%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$10.5M -$15.2M -355,608 -62%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$10.5M -$1.07M -25,104 -10%
GC
31
Globeflex Capital
California
$9.66M -$3.09M -72,288 -26%
Ameriprise
32
Ameriprise
Minnesota
$8.72M +$889K +20,766 +13%
AQR Capital Management
33
AQR Capital Management
Connecticut
$8.09M -$2.4M -55,998 -25%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.21M +$2.27M +52,962 +54%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.16M -$190K -4,431 -3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.07M -$1.49M -34,893 -19%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$5.41M -$3.17M -74,055 -39%
PAM
38
Panagora Asset Management
Massachusetts
$5.24M -$8.99K -210 -0.2%
AllianceBernstein
39
AllianceBernstein
Tennessee
$4.79M -$2.19M -51,222 -34%
EN1L
40
Engine No 1 LLC
California
$4.56M +$4.12M +96,222 New
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$4.45M +$3.31M +77,367 +472%
NA
42
Navellier & Associates
Nevada
$4.05M +$1.2M +28,149 +49%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.02M -$55.2K -1,290 -1%
HVCM
44
Hel Ved Capital Management
Hong Kong
$3.93M +$3.55M +82,941 New
Legal & General Group
45
Legal & General Group
United Kingdom
$3.6M +$68.9K +1,611 +2%
SPC
46
Spirepoint Private Client
Florida
$3.53M +$3.19M +74,475 New
TI
47
Trexquant Investment
Connecticut
$3.53M +$1.29M +30,105 +68%
Truist Financial
48
Truist Financial
North Carolina
$3.52M +$2.53M +59,013 +390%
SWP
49
Stratos Wealth Partners
Ohio
$3.47M +$913K +21,327 +41%
EI
50
EAM Investors
California
$3.34M -$1.9M -44,424 -39%

POWL Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2024, worth a combined $1.32B — up 74% from $756M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new POWL positions and 21 closed out — a net gain of 55 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.7M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 236 institutional investors held Powell Industries (POWL) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $1.32B of Powell Industries stock for Q1 2024, up 74% quarter-over-quarter.
  • 76 funds opened new Powell Industries positions in Q1 2024 and 21 closed out, a net change of +55 holders.
  • The largest Powell Industries buyer in Q1 2024 was Pacer Advisors, an estimated $78.7M added.
  • The largest Powell Industries seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.