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Powell Industries

351 hedge funds and large institutions have $2.4B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

9% more funds holding

Funds holding: 323351 (+28)

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.47B → $2.4B (-$77M)

7.86% less ownership

Funds ownership: 277.61%269.75% (-7.9%)

19% less call options, than puts

Call options by funds: $68M | Put options by funds: $83.7M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
123
Reduced
115
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
Navellier & Associates
Nevada
$7.15M +$2.73M +30,564 +46%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$7.11M +$7.66M +85,749 +818%
Citadel Advisors
53
Citadel Advisors
Florida
$6.97M -$7.59M -84,963 -47%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$6.73M -$1.61M -18,051 -17%
JP Morgan Chase
55
JP Morgan Chase
New York
$6.58M +$762K +8,529 +11%
UBS AM
56
UBS AM
Illinois
$6.01M +$1.2M +13,467 +20%
Legal & General Group
57
Legal & General Group
United Kingdom
$5.82M +$42.4K +474 +0.6%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$5.62M -$7.24K -81 -0.1%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$5.48M +$1.45M +16,209 +28%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.16M +$905K +10,128 +17%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$5.12M +$4.99M +55,839 +414%
SPC
62
Spirepoint Private Client
Florida
$4.97M -$951K -10,644 -14%
AllianceBernstein
63
AllianceBernstein
Tennessee
$4.93M -$3.67M -41,052 -38%
AG
64
Algert Global
California
$4.66M +$483K +5,400 +9%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$4.61M +$5.04M +56,412 +936%
IIM
66
INTECH Investment Management
Florida
$4.58M +$2.55M +28,554 +86%
Osaic Holdings
67
Osaic Holdings
Arizona
$4.5M +$1.84M +20,541 +51%
IAA
68
Independent Advisor Alliance
North Carolina
$4.44M +$917K +10,263 +21%
GAM
69
Gotham Asset Management
New York
$4.41M -$420K -4,695 -7%
Barclays
70
Barclays
United Kingdom
$4.33M -$11.1M -124,248 -68%
Swiss National Bank
71
Swiss National Bank
Switzerland
$4.17M +$26.8K +300 +0.5%
Squarepoint
72
Squarepoint
New York
$4.17M +$34.9K +390 +0.7%
VA
73
Vident Advisory
Georgia
$4.13M +$81.8K +915 +2%
AMG
74
Advisors Management Group
Wisconsin
$3.81M +$95.5K +1,068 +2%
BAM
75
Bosun Asset Management
Illinois
$3.75M -$1.51M -16,839 -25%

POWL Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2024, worth a combined $2.4B — down 3.1% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POWL positions and 51 closed out — a net gain of 33 holders — while 123 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $40.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $85.7M sold.

  • 351 institutional investors held Powell Industries (POWL) as of Q4 2024, up from 323 in Q3 2024.
  • Funds reported $2.4B of Powell Industries stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 84 funds opened new Powell Industries positions in Q4 2024 and 51 closed out, a net change of +33 holders.
  • The largest Powell Industries buyer in Q4 2024 was Invesco, an estimated $40.7M added.
  • The largest Powell Industries seller in Q4 2024 was Pacer Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2024.