Powell Industries
POWL
182 hedge funds and large institutions have $756M invested in Powell Industries in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 16 closing their positions.
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
14% more call options, than puts
Call options by funds: $4.92M | Put options by funds: $4.32M
11% more capital invested
Capital invested by funds: $684M → $756M (+$71.9M)
10% more funds holding
Funds holding: 165 → 182 (+17)
6.39% more ownership
Funds ownership: 208.18% → 214.57% (+6.4%)
2% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 62
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.6M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$6.65M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$5.46M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.47M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$19.1M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$16.3M |
| 3 |
Bank of New York Mellon
New York
|
-$5.93M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$2.93M |
| 5 |
JC
Jetstream Capital
Brentwood,
Tennessee
|
-$2.9M |
POWL Hedge Fund Activity: Q4 2023 in Review
182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2023, worth a combined $756M — up 11% from $684M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new POWL positions and 16 closed out — a net gain of 18 holders — while 63 added to existing stakes and 62 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Heartland Advisors, exiting entirely with an estimated $19.1M sold.
- 182 institutional investors held Powell Industries (POWL) as of Q4 2023, up from 165 in Q3 2023.
- Funds reported $756M of Powell Industries stock for Q4 2023, up 11% quarter-over-quarter.
- 34 funds opened new Powell Industries positions in Q4 2023 and 16 closed out, a net change of +18 holders.
- The largest Powell Industries buyer in Q4 2023 was Morgan Stanley, an estimated $23.6M added.
- The largest Powell Industries seller in Q4 2023 was Heartland Advisors, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2023.