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Powell Industries
POWL

106 hedge funds and large institutions have $251M invested in Powell Industries in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53.11% more ownership

Funds ownership: 209.3% → 262.4% (+53%)

1% less capital invested

Capital invested by funds: $252M → $251M (-$1.46M)

3% less funds holding

Funds holding: 109 → 106 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
33
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$64.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Franklin Resources
Franklin Resources
California
+$1.71M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$5.16M
2
Victory Capital Management
Victory Capital Management
Texas
-$3.93M
3
DIA
Dean Investment Associates
Ohio
-$2.4M
4
Goldman Sachs
Goldman Sachs
New York
-$1.79M
5
DCM
Dean Capital Management
Kansas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$343K +$376K +41,832 New
IA
52
IndexIQ Advisors
New York
$326K +$35.8K +3,987 +11%
Two Sigma Investments
53
Two Sigma Investments
New York
$323K +$354K +39,396 New
SG Americas Securities
54
SG Americas Securities
New York
$291K +$320K +35,580 New
American Century Companies
55
American Century Companies
Missouri
$267K -$202K -22,458 -41%
SEI Investments
56
SEI Investments
Pennsylvania
$253K +$53.9K +6,000 +24%
Prudential Financial
57
Prudential Financial
New Jersey
$251K -$329K -36,597 -54%
WT
58
Whittier Trust
California
$246K – – –
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$241K +$265K +29,463 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$240K +$145K +16,116 +122%
Jane Street
61
Jane Street
New York
$232K +$255K +28,365 New
BCM
62
Beddow Capital Management
Wyoming
$221K -$6.74K -750 -3%
MAM
63
Martingale Asset Management
Massachusetts
$219K +$240K +26,715 New
Comerica Bank
64
Comerica Bank
Texas
$212K -$127K -14,169 -37%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$212K -$29.1K -3,240 -11%
Walleye Trading
66
Walleye Trading
New York
$209K +$229K +25,506 New
VOYA Investment Management
67
VOYA Investment Management
Georgia
$201K +$6.61K +735 +3%
Canada Life
68
Canada Life
Manitoba, Canada
$194K – – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$183K -$54.4K -6,045 -21%
Barclays
70
Barclays
United Kingdom
$178K +$69.8K +7,767 +56%
Wells Fargo
71
Wells Fargo
California
$177K -$49.5K -5,511 -20%
SOADOR
72
State of Alaska Department of Revenue
Alaska
$163K +$14K +1,560 +8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$156K -$5.39K -600 -3%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$152K +$36K +3,999 +28%
AIG
75
American International Group
New York
$140K -$5.07K -564 -3%
1 2
3
4 5

POWL Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2021, worth a combined $251M — down 0.58% from $252M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of POWL and 19 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Transform Wealth, adding an estimated $64.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.16M sold.

  • 106 institutional investors held Powell Industries (POWL) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $251M of Powell Industries stock for Q3 2021, down 0.58% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q3 2021 and 22 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q3 2021 was Transform Wealth, an estimated $64.1M added.
  • The largest Powell Industries seller in Q3 2021 was First Trust Advisors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2021.