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Powell Industries
POWL

112 hedge funds and large institutions have $273M invested in Powell Industries in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $235M → $273M (+$38.6M)

3.15% more ownership

Funds ownership: 204.28% → 207.43% (+3.2%)

7% less funds holding

Funds holding: 121 → 112 (-9)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
112
Holders Change
-9
Holders Change %
-7.44%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
38
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Heartland Advisors
Wisconsin
+$5.99M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$5.08M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.63M
4
State Street
State Street
Massachusetts
+$2.64M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.32M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.28M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.78M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.96M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$229K -$121K -11,445 -36%
Axa
77
Axa
France
$227K -$357K -33,900 -63%
TPSF
78
Texas Permanent School Fund
Texas
$225K -$14.5K -1,377 -6%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$222K -$37.9K -3,600 -15%
6M
80
6 Meridian
Kansas
$219K +$204K +19,368 New
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K +$198K +18,804 New
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$206K +$192K +18,270 New
SOADOR
83
State of Alaska Department of Revenue
Alaska
$203K -$27.2K -2,580 -13%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$178K -$73K -6,936 -31%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$170K -$79.1K -7,512 -33%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$164K +$57.5K +5,457 +60%
UBS Group
87
UBS Group
Switzerland
$148K -$56.5K -5,370 -29%
Wells Fargo
88
Wells Fargo
California
$123K -$546K -51,882 -83%
OPERF
89
Oregon Public Employees Retirement Fund
Oregon
$123K +$3.16K +300 +3%
MDCM
90
Morgan Dempsey Capital Management
Wisconsin
$72K +$4.71K +447 +8%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$71K – – –
KBC Group
92
KBC Group
Belgium
$66K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$50.8K +$47.4K +4,500 New
MOACM
94
Mutual of America Capital Management
New York
$40K +$2.59K +246 +7%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$30K +$15.5K +1,473 +121%
Citigroup
96
Citigroup
New York
$29K -$40.4K -3,834 -59%
TRCT
97
Tower Research Capital (TRC)
New York
$27K -$44.4K -4,215 -64%
AIP
98
Ameritas Investment Partners
Nebraska
$27K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$15K +$126 +12 +0.8%
FWM
100
Focused Wealth Management
New York
$10K – – –
2 3
4
5 6

POWL Hedge Fund Activity: Q1 2021 in Review

112 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2021, worth a combined $273M — up 16% from $235M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POWL and 9 opened new positions — a net loss of 8 holders — while 45 trimmed existing stakes and 38 added.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $5.99M. The largest seller was Morgan Stanley, cutting an estimated $3.32M.

  • 112 institutional investors held Powell Industries (POWL) as of Q1 2021, down from 121 in Q4 2020.
  • Funds reported $273M of Powell Industries stock for Q1 2021, up 16% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q1 2021 and 17 closed out, a net change of -8 holders.
  • The largest Powell Industries buyer in Q1 2021 was Heartland Advisors, an estimated $5.99M added.
  • The largest Powell Industries seller in Q1 2021 was Morgan Stanley, an estimated $3.32M sold.

Based on aggregated 13F filings for Q1 2021.