We are live on ! Find out more
POWL icon

Powell Industries
POWL

107 hedge funds and large institutions have $240M invested in Powell Industries in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,881% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $84K

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more capital invested

Capital invested by funds: $155M → $240M (+$85.3M)

27% more funds holding

Funds holding: 84 → 107 (+23)

6.15% more ownership

Funds ownership: 187.01% → 193.16% (+6.1%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
107
Holders Change
+23
Holders Change %
+27.38%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
28
Reduced
30
Closed
8
Calls
$1.66M
Puts
$84K
Net Calls
+$1.58M
Net Calls Change
+$1.58M

Top Buyers

1
Invesco
Invesco
Georgia
+$3.75M
2
EI
EAM Investors
California
+$2.37M
3
AAM
ACK Asset Management
Connecticut
+$2.26M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.2M
5
Millennium Management
Millennium Management
New York
+$2.06M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.04M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.38M
3
VDBMI
Van Den Berg Management I
Texas
-$2.67M
4
AI
Acuitas Investments
Washington
-$1.7M
5
BCM
Bridgeway Capital Management
Texas
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
51
Whittier Trust
California
$352K – – –
Canada Life
52
Canada Life
Manitoba, Canada
$350K +$6.18K +675 +2%
GCP
53
GSA Capital Partners
United Kingdom
$346K +$270K +29,475 New
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$342K +$267K +29,127 New
Prudential Financial
55
Prudential Financial
New Jersey
$341K – – –
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$327K +$255K +27,918 New
TW
57
Transform Wealth
Colorado
$320K +$249K +27,252 New
XT
58
XTX Topco
Cayman Islands
$292K +$228K +24,909 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$263K -$137 -15 -0.1%
Barclays
60
Barclays
United Kingdom
$257K +$136K +14,880 +211%
Citigroup
61
Citigroup
New York
$248K +$25.4K +2,775 +15%
B
62
Bailard
California
$225K +$176K +19,194 New
American Century Companies
63
American Century Companies
Missouri
$224K +$175K +19,095 New
SOADOR
64
State of Alaska Department of Revenue
Alaska
$222K +$988 +108 +0.6%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$217K +$170K +18,525 New
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$217K +$5.49K +600 +3%
TPSF
67
Texas Permanent School Fund
Texas
$215K +$167K +18,297 New
Comerica Bank
68
Comerica Bank
Texas
$204K +$147K +16,080 New
YCM
69
Yousif Capital Management
Michigan
$201K +$157K +17,109 New
UBS Group
70
UBS Group
Switzerland
$191K +$13.4K +1,467 +10%
AIG
71
American International Group
New York
$175K -$1.07K -117 -0.8%
MIM
72
MetLife Investment Management
New Jersey
$171K – – –
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$164K -$75.2K -8,214 -37%
Allspring Global Investments
74
Allspring Global Investments
North Carolina
$155K -$2.66K -291 -2%
Deutsche Bank
75
Deutsche Bank
Germany
$139K +$2.17K +237 +2%
1 2
3
4 5

POWL Hedge Fund Activity: Q4 2022 in Review

107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2022, worth a combined $240M — up 55% from $155M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new POWL positions and 8 closed out — a net gain of 23 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $3.75M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5.04M.

  • 107 institutional investors held Powell Industries (POWL) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $240M of Powell Industries stock for Q4 2022, up 55% quarter-over-quarter.
  • 31 funds opened new Powell Industries positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest Powell Industries buyer in Q4 2022 was Invesco, an estimated $3.75M added.
  • The largest Powell Industries seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.