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Powell Industries
POWL

103 hedge funds and large institutions have $306M invested in Powell Industries in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $251M → $306M (+$55.4M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

3.43% more ownership

Funds ownership: 262.4% → 265.83% (+3.4%)

3% less funds holding

Funds holding: 106 → 103 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
37
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$2.46M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.51M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47M
4
AI
Acuitas Investments
Washington
+$1.3M
5
BlackRock
BlackRock
New York
+$1.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.21M
3
RA
Royce & Associates
New York
-$1.14M
4
Northern Trust
Northern Trust
Illinois
-$685K
5
ICM
Invenomic Capital Management
Massachusetts
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
51
Aristides Capital
Kentucky
$415K +$379K +42,201 New
Citadel Advisors
52
Citadel Advisors
Florida
$368K -$377K -41,970 -53%
IA
53
IndexIQ Advisors
New York
$368K -$21.7K -2,418 -6%
Barclays
54
Barclays
United Kingdom
$350K +$125K +13,917 +64%
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$320K +$116K +12,900 +67%
SG Americas Securities
56
SG Americas Securities
New York
$319K -$28.1K -3,129 -9%
SEI Investments
57
SEI Investments
Pennsylvania
$304K – – –
WT
58
Whittier Trust
California
$295K – – –
Prudential Financial
59
Prudential Financial
New Jersey
$282K -$17.8K -1,980 -6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$275K +$84.7K +9,426 +51%
Squarepoint
61
Squarepoint
New York
$260K -$138K -15,411 -37%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$255K – – –
YCM
63
Yousif Capital Management
Michigan
$242K +$221K +24,627 New
UBS Group
64
UBS Group
Switzerland
$236K +$159K +17,727 +285%
Citigroup
65
Citigroup
New York
$235K +$75.7K +8,427 +54%
Canada Life
66
Canada Life
Manitoba, Canada
$231K +$162 +18 +0.1%
Comerica Bank
67
Comerica Bank
Texas
$230K -$13.5K -1,500 -6%
GC
68
Guggenheim Capital
Illinois
$228K +$209K +23,235 New
HighTower Advisors
69
HighTower Advisors
Illinois
$224K +$205K +22,800 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$220K +$458 +51 +0.2%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$216K +$197K +21,981 New
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$201K +$183K +20,412 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$201K -$80.1K -8,919 -30%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$188K -$7.68K -855 -4%
Deutsche Bank
75
Deutsche Bank
Germany
$167K +$7.6K +846 +5%
1 2
3
4 5

POWL Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2021, worth a combined $306M — up 22% from $251M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POWL and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q4 2021, down from 106 in Q3 2021.
  • Funds reported $306M of Powell Industries stock for Q4 2021, up 22% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q4 2021 was First Trust Advisors, an estimated $2.46M added.
  • The largest Powell Industries seller in Q4 2021 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.