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Powell Industries
POWL

106 hedge funds and large institutions have $251M invested in Powell Industries in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53.11% more ownership

Funds ownership: 209.3% → 262.4% (+53%)

1% less capital invested

Capital invested by funds: $252M → $251M (-$1.46M)

3% less funds holding

Funds holding: 109 → 106 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
33
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$64.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Franklin Resources
Franklin Resources
California
+$1.71M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$5.16M
2
Victory Capital Management
Victory Capital Management
Texas
-$3.93M
3
DIA
Dean Investment Associates
Ohio
-$2.4M
4
Goldman Sachs
Goldman Sachs
New York
-$1.79M
5
DCM
Dean Capital Management
Kansas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$132K -$31.5K -3,507 -18%
Citigroup
77
Citigroup
New York
$127K +$11.4K +1,266 +9%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$121K -$206K -22,911 -61%
OPERF
79
Oregon Public Employees Retirement Fund
Oregon
$89K – – –
Victory Capital Management
80
Victory Capital Management
Texas
$79K -$3.93M -437,337 -98%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$71K -$8.2K -912 -10%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$52K – – –
UBS Group
83
UBS Group
Switzerland
$51K +$45.1K +5,016 +417%
MOACM
84
Mutual of America Capital Management
New York
$29K -$1.7K -189 -5%
AIP
85
Ameritas Investment Partners
Nebraska
$20K – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$9K +$3.37K +375 +52%
FWM
87
Focused Wealth Management
New York
$7K – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$6K -$87.1K -9,684 -92%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$6K -$5.45K -606 -43%
TRCT
90
Tower Research Capital (TRC)
New York
$5K -$10.8K -1,197 -65%
MAM
91
Meeder Asset Management
Ohio
$5K -$2.81K -312 -32%
SWA
92
Sutton Wealth Advisors
Florida
$4.18K – – –
US Bancorp
93
US Bancorp
Minnesota
$4K -$9.63K -1,071 -68%
HIA
94
Harbor Investment Advisory
Maryland
$3K – – –
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$1.98K +$539 +60 New
EBA
96
Eagle Bay Advisors
New York
$1K – – –
ST
97
Sageworth Trust
Pennsylvania
$1K – – –
VCM
98
Versant Capital Management
Arizona
$1K – – –
PFBT
99
Parkside Financial Bank & Trust
Missouri
$1K +$378 +42 +30%
BCA
100
Berman Capital Advisors
Georgia
$1K +$1.35K +150 New
2 3
4
5 6

POWL Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2021, worth a combined $251M — down 0.58% from $252M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of POWL and 19 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Transform Wealth, adding an estimated $64.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.16M sold.

  • 106 institutional investors held Powell Industries (POWL) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $251M of Powell Industries stock for Q3 2021, down 0.58% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q3 2021 and 22 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q3 2021 was Transform Wealth, an estimated $64.1M added.
  • The largest Powell Industries seller in Q3 2021 was First Trust Advisors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2021.