POWL icon

Powell Industries
POWL

Overview Fund Activity

320 hedge funds and large institutions have $2.46B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
320
Holders Change
+55
Holders Change %
+20.75%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
88
Increased
105
Reduced
96
Closed
32
Calls
$68.2M
Puts
$50.1M
Net Calls
+$18.1M
Net Calls Change
+$27.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$119M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$30M
3
Victory Capital Management
3
Victory Capital Management
Texas
$21.9M
4
SA
4
Sanctuary Advisors
Indiana
$15.9M
5
SIMG
5
Stephens Investment Management Group
Texas
$13.6M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12M
5
Bank of America
5
Bank of America
North Carolina
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$14.9M -$19.5M -88,018 -57%
Jane Street
27
Jane Street
New York
$13.7M +$3.25M +14,657 +31%
SIMG
28
Stephens Investment Management Group
Texas
$13.6M +$13.6M +61,291 New
Barclays
29
Barclays
United Kingdom
$13.5M +$8.99M +40,515 +198%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$13.3M -$13.5M -60,662 -50%
Citadel Advisors
31
Citadel Advisors
Florida
$13.3M +$939K +4,230 +8%
GC
32
Globeflex Capital
California
$13.2M +$76.6K +345 +0.6%
EN1L
33
Engine No 1 LLC
California
$13.2M -$416K -1,874 -3%
Man Group
34
Man Group
United Kingdom
$13.1M -$7.79M -35,083 -37%
DCM
35
Driehaus Capital Management
Illinois
$12.7M -$5.3M -23,873 -29%
OAM
36
Ophir Asset Management
Australia
$12M -$18.2M -82,137 -60%
AQR Capital Management
37
AQR Capital Management
Connecticut
$12M +$1.09M +4,916 +10%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$12M -$21.2M -95,503 -64%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$11.7M +$921K +4,150 +9%
Principal Financial Group
40
Principal Financial Group
Iowa
$11.4M +$620K +2,793 +6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$11.3M +$935K +4,210 +9%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$10.8M +$10.8M +48,473 New
EF
43
Empowered Funds
Pennsylvania
$9.89M +$9.89M +44,557 New
PAM
44
Panagora Asset Management
Massachusetts
$9.02M -$50.2K -226 -0.6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$8.08M -$1.38M -6,203 -15%
AllianceBernstein
46
AllianceBernstein
Tennessee
$7.97M +$504K +2,269 +7%
Ameriprise
47
Ameriprise
Minnesota
$7.83M -$5.99M -26,980 -43%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$7.23M +$7.23M +32,548 New
HIM
49
Hillsdale Investment Management
Ontario, Canada
$7M -$276K -1,242 -4%
SWP
50
Stratos Wealth Partners
Ohio
$6.98M +$1.09M +4,924 +19%
1
2
3 4 5