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Powell Industries

236 hedge funds and large institutions have $1.32B invested in Powell Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $756M → $1.32B (+$563M)

30% more funds holding

Funds holding: 182236 (+54)

23.42% more ownership

Funds ownership: 214.57%238% (+23%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

12% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $22.4M

Holders
236
Holders Change
+54
Holders Change %
+29.67%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
73
Reduced
72
Closed
21
Calls
$19.7M
Puts
$22.4M
Net Calls
-$2.76M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$3.16M +$227K +5,310 +9%
Bank of America
52
Bank of America
North Carolina
$3.14M +$770 +18 +0%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$2.79M +$1.79M +41,736 +244%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.69M +$25.7K +600 +1%
Franklin Resources
56
Franklin Resources
California
$2.68M +$1.85M +43,311 +329%
GAM
57
Gotham Asset Management
New York
$2.64M +$789K +18,435 +50%
TC
58
TwinBeech Capital
New York
$2.49M +$2.25M +52,575 New
OAM
59
Oberweis Asset Management
Illinois
$2.39M -$1.51M -35,400 -41%
Teacher Retirement System of Texas
60
Teacher Retirement System of Texas
Texas
$2.37M -$168K -3,918 -7%
SEI Investments
61
SEI Investments
Pennsylvania
$2.34M -$1.2M -28,143 -36%
Osaic Holdings
62
Osaic Holdings
Arizona
$2.29M +$1.02M +23,721 +97%
BAM
63
Bosun Asset Management
Illinois
$2.06M +$1.86M +43,395 New
RFG
64
Range Financial Group
Oregon
$2.01M +$277K +6,465 +18%
DTL
65
Dynamic Technology Lab
Singapore
$1.98M -$584K -13,653 -25%
QC
66
Quadrature Capital
United Kingdom
$1.93M +$1.74M +40,707 New
RJA
67
Raymond James & Associates
Florida
$1.83M +$72.3K +1,689 +5%
EGM
68
Engineers Gate Manager
New York
$1.76M +$926K +21,645 +140%
Jane Street
69
Jane Street
New York
$1.76M -$1.13M -26,475 -42%
Mariner
70
Mariner
Kansas
$1.73M +$75.1K +1,755 +5%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.66M -$64.8K -1,515 -4%
Squarepoint
72
Squarepoint
New York
$1.66M +$77.4K +1,809 +5%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.63M +$1.47M +34,317 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$1.63M +$911K +21,294 +164%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1.58M +$872K +20,379 +159%

POWL Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2024, worth a combined $1.32B — up 74% from $756M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new POWL positions and 21 closed out — a net gain of 55 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.7M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 236 institutional investors held Powell Industries (POWL) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $1.32B of Powell Industries stock for Q1 2024, up 74% quarter-over-quarter.
  • 76 funds opened new Powell Industries positions in Q1 2024 and 21 closed out, a net change of +55 holders.
  • The largest Powell Industries buyer in Q1 2024 was Pacer Advisors, an estimated $78.7M added.
  • The largest Powell Industries seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.