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Powell Industries

351 hedge funds and large institutions have $2.4B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

9% more funds holding

Funds holding: 323351 (+28)

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.47B → $2.4B (-$77M)

7.86% less ownership

Funds ownership: 277.61%269.75% (-7.9%)

19% less call options, than puts

Call options by funds: $68M | Put options by funds: $83.7M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
123
Reduced
115
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Ophir Asset Management
Australia
$15.9M +$4.66M +52,092 +32%
WCM Investment Management
27
WCM Investment Management
California
$14.3M +$16.8M +188,421 New
Federated Hermes
28
Federated Hermes
Pennsylvania
$13.9M +$16.8M +187,581 +47,369%
AQR Capital Management
29
AQR Capital Management
Connecticut
$13.8M +$2.2M +24,648 +15%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$13.5M +$13.3M +148,413 +439%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$12.8M +$1.29M +14,388 +9%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$12.6M -$881K -9,852 -5%
SA
33
Sanctuary Advisors
Indiana
$12.5M -$534K -5,970 -4%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$12.1M +$11.3M +126,600 +340%
Principal Financial Group
35
Principal Financial Group
Iowa
$12M +$684K +7,656 +5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$11.8M +$639K +7,146 +5%
EN1L
37
Engine No 1 LLC
California
$10.9M -$2.74M -30,600 -17%
Victory Capital Management
38
Victory Capital Management
Texas
$10.3M -$14M -156,555 -53%
Ameriprise
39
Ameriprise
Minnesota
$10M +$2.66M +29,769 +28%
Wells Fargo
40
Wells Fargo
California
$9.94M +$4.44M +49,632 +58%
Jane Street
41
Jane Street
New York
$9.33M -$5.21M -58,230 -32%
HF
42
HRT Financial
New York
$8.66M +$4.3M +48,084 +70%
PAM
43
Panagora Asset Management
Massachusetts
$8.64M -$440K -4,917 -4%
Cerity Partners
44
Cerity Partners
New York
$8.59M +$9.99M +111,810 +2,517%
GC
45
Globeflex Capital
California
$8.21M -$6.07M -67,854 -38%
LPL Financial
46
LPL Financial
California
$8.16M +$1.52M +16,965 +18%
RIA
47
RPG Investment Advisory
California
$7.72M +$9.34M +104,511 New
DCM
48
Driehaus Capital Management
Illinois
$7.65M -$6.14M -68,709 -40%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$7.59M +$459K +5,139 +5%
SWP
50
Stratos Wealth Partners
Ohio
$7.57M +$725K +8,112 +9%

POWL Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2024, worth a combined $2.4B — down 3.1% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POWL positions and 51 closed out — a net gain of 33 holders — while 123 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $40.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $85.7M sold.

  • 351 institutional investors held Powell Industries (POWL) as of Q4 2024, up from 323 in Q3 2024.
  • Funds reported $2.4B of Powell Industries stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 84 funds opened new Powell Industries positions in Q4 2024 and 51 closed out, a net change of +33 holders.
  • The largest Powell Industries buyer in Q4 2024 was Invesco, an estimated $40.7M added.
  • The largest Powell Industries seller in Q4 2024 was Pacer Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2024.