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Powell Industries
POWL

Overview Fund Activity

320 hedge funds and large institutions have $2.46B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+55
Holders Change %
+20.75%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
88
Increased
105
Reduced
96
Closed
32
Calls
$68.2M
Puts
$50.1M
Net Calls
+$18.1M
Net Calls Change
+$27.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$119M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$30M
3
Victory Capital Management
3
Victory Capital Management
Texas
$21.9M
4
SA
4
Sanctuary Advisors
Indiana
$15.9M
5
SIMG
5
Stephens Investment Management Group
Texas
$13.6M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12M
5
Bank of America
5
Bank of America
North Carolina
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$6.92M +$3.72M +16,746 +116%
Capital Fund Management (CFM)
52
Capital Fund Management (CFM)
France
$6.43M +$6.43M +28,968 New
OPS
53
Orion Portfolio Solutions
Nebraska
$6.43M -$222 -1 -0%
BCI
54
Brinker Capital Investments
Pennsylvania
$6.43M -$222 -1 -0%
Wells Fargo
55
Wells Fargo
California
$6.28M +$2.52M +11,347 +67%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$5.96M +$3M +13,531 +102%
Legal & General Group
57
Legal & General Group
United Kingdom
$5.8M +$138K +623 +2%
SPC
58
Spirepoint Private Client
Florida
$5.76M +$139K +625 +2%
SCA
59
Snowden Capital Advisors
New York
$5.74M -$5.77M -25,993 -50%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.63M -$180K -809 -3%
Franklin Resources
61
Franklin Resources
California
$5.36M +$132K +497 +3%
HF
62
HRT Financial
New York
$5.12M -$2.95M -13,308 -37%
UBS AM
63
UBS AM
Illinois
$5.02M -$229K -1,033 -4%
BAM
64
Bosun Asset Management
Illinois
$5M +$629K +2,833 +14%
NA
65
Navellier & Associates
Nevada
$4.9M -$1.82M -8,203 -27%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$4.81M +$268K +1,209 +6%
GAM
67
Gotham Asset Management
New York
$4.76M -$328K -1,477 -6%
RJA
68
Raymond James & Associates
Florida
$4.72M +$751K +3,385 +19%
Public Sector Pension Investment Board (PSP Investments)
69
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.41M -$88.8K -400 -2%
AIM
70
Ausbil Investment Management
Australia
$4.4M -$741K -3,336 -14%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$4.29M +$631K +2,844 +17%
AG
72
Algert Global
California
$4.27M +$111K +500 +3%
Swiss National Bank
73
Swiss National Bank
Switzerland
$4.15M -$44.4K -200 -1%
Squarepoint
74
Squarepoint
New York
$4.14M +$2.52M +11,331 +155%
VA
75
Vident Advisory
Georgia
$4.07M +$4.07M +18,340 New
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3
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