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Powell Industries

93 hedge funds and large institutions have $199M invested in Powell Industries in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

36,800% more call options, than puts

Call options by funds: $369K | Put options by funds: $1K

4.75% less ownership

Funds ownership: 265.83%261.08% (-4.7%)

10% less funds holding

Funds holding: 10393 (-10)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

35% less capital invested

Capital invested by funds: $306M → $199M (-$107M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
32
Reduced
37
Closed
20
Calls
$369K
Puts
$1K
Net Calls
+$368K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$25K +$1.79K +219 +6%
AIP
77
Ameritas Investment Partners
Nebraska
$16K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$16K +$12.1K +1,479 +170%
MAM
79
Meeder Asset Management
Ohio
$16K +$20.4K +2,496 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$10K +$1.25K +153 +12%
ACM
81
Aquatic Capital Management
Illinois
$10K +$12.3K +1,500 New
FWM
82
Focused Wealth Management
New York
$6K
EI
83
Ellevest Inc
New York
$5K -$4.91K -600 -44%
EWA
84
EverSource Wealth Advisors
Alabama
$3K -$1.05K -129 -20%
US Bancorp
85
US Bancorp
Minnesota
$3K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$2K -$2.94M -360,129 -100%
HIA
87
Harbor Investment Advisory
Maryland
$2K
VCM
88
Versant Capital Management
Arizona
$1K -$2.33K -285 -73%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$556 -$343 -42 -70%
First Trust Advisors
90
First Trust Advisors
Illinois
-$2.7M -274,314 Closed
GCP
91
GSA Capital Partners
United Kingdom
-$1.08M -109,605 Closed
PCM
92
Penn Capital Management
Pennsylvania
-$805K -98,343 Closed
BFA
93
Bragg Financial Advisors
North Carolina
-$416K -50,769 Closed
Federated Hermes
94
Federated Hermes
Pennsylvania
-$486K -49,416 Closed
AC
95
Aristides Capital
Kentucky
-$415K -42,201 Closed
IA
96
IndexIQ Advisors
New York
-$368K -37,404 Closed
Prudential Financial
97
Prudential Financial
New Jersey
-$282K -28,665 Closed
YCM
98
Yousif Capital Management
Michigan
-$242K -24,627 Closed
Comerica Bank
99
Comerica Bank
Texas
-$230K -23,025 Closed
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
-$216K -21,981 Closed

POWL Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2022, worth a combined $199M — down 35% from $306M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of POWL and 10 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 32 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $3.39M. The largest seller was Fidelity Investments, cutting an estimated $2.94M.

  • 93 institutional investors held Powell Industries (POWL) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $199M of Powell Industries stock for Q1 2022, down 35% quarter-over-quarter.
  • 10 funds opened new Powell Industries positions in Q1 2022 and 20 closed out, a net change of -10 holders.
  • The largest Powell Industries buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $3.39M added.
  • The largest Powell Industries seller in Q1 2022 was Fidelity Investments, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2022.