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Powell Industries
POWL

Overview Fund Activity

265 hedge funds and large institutions have $1.66B invested in Powell Industries in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
95
Reduced
89
Closed
28
Calls
$17.1M
Puts
$26.7M
Net Calls
-$9.55M
Net Calls Change
-$6.79M

Top Buyers

1
TW
1
Transform Wealth
Colorado
$240M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.3M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$21.4M
4
Bank of America
4
Bank of America
North Carolina
$22.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36.9M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$67.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$15.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.91M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
Millennium Management
5
Millennium Management
New York
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
Navellier & Associates
Nevada
$4.34M +$263K +1,831 +6%
OPS
52
Orion Portfolio Solutions
Nebraska
$4.15M +$4.15M +28,952 New
BCI
53
Brinker Capital Investments
Pennsylvania
$4.15M +$4.15M +28,952 New
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$3.84M +$3.28M +22,873 +583%
SWP
55
Stratos Wealth Partners
Ohio
$3.8M +$307K +2,143 +9%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$3.75M -$296K -2,066 -7%
Legal & General Group
57
Legal & General Group
United Kingdom
$3.66M +$31.3K +218 +0.9%
SPC
58
Spirepoint Private Client
Florida
$3.63M +$72.1K +503 +2%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$3.48M -$1M -6,987 -22%
Verition Fund Management
60
Verition Fund Management
Connecticut
$3.42M +$3.15M +21,990 +1,189%
UBS AM
61
UBS AM
Illinois
$3.39M +$2.04M +14,239 +151%
AIM
62
Ausbil Investment Management
Australia
$3.32M +$2.66M +18,548 +401%
GAM
63
Gotham Asset Management
New York
$3.29M +$627K +4,375 +24%
Truist Financial
64
Truist Financial
North Carolina
$3.28M -$261K -1,819 -7%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$2.93M -$247K -1,725 -8%
Barclays
66
Barclays
United Kingdom
$2.93M +$1.48M +10,290 +101%
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.91M +$191K +1,332 +7%
BAM
68
Bosun Asset Management
Illinois
$2.83M +$752K +5,241 +36%
Franklin Resources
69
Franklin Resources
California
$2.81M +$112K +780 +4%
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$2.77M -$7.83M -54,668 -74%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$2.72M -$90.5K -631 -3%
Swiss National Bank
72
Swiss National Bank
Switzerland
$2.71M – – –
AG
73
Algert Global
California
$2.69M +$1.28M +8,953 +91%
RJA
74
Raymond James & Associates
Florida
$2.57M +$724K +5,052 +39%
Wells Fargo
75
Wells Fargo
California
$2.43M +$893K +6,228 +58%
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