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Powell Industries
POWL

103 hedge funds and large institutions have $306M invested in Powell Industries in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $251M → $306M (+$55.4M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

3.43% more ownership

Funds ownership: 262.4% → 265.83% (+3.4%)

3% less funds holding

Funds holding: 106 → 103 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
37
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$2.46M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.51M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47M
4
AI
Acuitas Investments
Washington
+$1.3M
5
BlackRock
BlackRock
New York
+$1.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.21M
3
RA
Royce & Associates
New York
-$1.14M
4
Northern Trust
Northern Trust
Illinois
-$685K
5
ICM
Invenomic Capital Management
Massachusetts
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$164K -$21.6K -2,400 -13%
AIG
77
American International Group
New York
$163K -$4.77K -531 -3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$145K – – –
OPERF
79
Oregon Public Employees Retirement Fund
Oregon
$101K -$5.39K -600 -6%
MIM
80
MetLife Investment Management
New Jersey
$97.6K +$89.1K +9,924 New
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$84K – – –
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$72.6K +$66.3K +7,386 New
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$62K – – –
MOACM
84
Mutual of America Capital Management
New York
$36K +$835 +93 +3%
AIP
85
Ameritas Investment Partners
Nebraska
$24K – – –
EVM
86
Eaton Vance Management
Massachusetts
$23K +$14.2K +1,581 +210%
TRCT
87
Tower Research Capital (TRC)
New York
$14K +$7.36K +819 +128%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$13K +$1.99K +222 +20%
EI
89
Ellevest Inc
New York
$13K +$11.8K +1,314 +2,920%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.5K +1,167 New
FWM
91
Focused Wealth Management
New York
$9K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$8K +$674 +75 +9%
EWA
93
EverSource Wealth Advisors
Alabama
$7K +$5.87K +654 New
SWA
94
Sutton Wealth Advisors
Florida
$5.01K – – –
US Bancorp
95
US Bancorp
Minnesota
$5K – – –
HIA
96
Harbor Investment Advisory
Maryland
$4K – – –
VCM
97
Versant Capital Management
Arizona
$4K +$2.77K +309 +368%
PFBT
98
Parkside Financial Bank & Trust
Missouri
$2K +$404 +45 +25%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$1.86K – – –
STCOSD
100
Sageworth Trust Company of South Dakota
South Dakota
$1K +$727 +81 New
1 2 3
4
5

POWL Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2021, worth a combined $306M — up 22% from $251M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POWL and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q4 2021, down from 106 in Q3 2021.
  • Funds reported $306M of Powell Industries stock for Q4 2021, up 22% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q4 2021 was First Trust Advisors, an estimated $2.46M added.
  • The largest Powell Industries seller in Q4 2021 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.