We are live on ! Find out more
POWL icon

Powell Industries
POWL

107 hedge funds and large institutions have $240M invested in Powell Industries in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,881% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $84K

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more capital invested

Capital invested by funds: $155M → $240M (+$85.3M)

27% more funds holding

Funds holding: 84 → 107 (+23)

6.15% more ownership

Funds ownership: 187.01% → 193.16% (+6.1%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
107
Holders Change
+23
Holders Change %
+27.38%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
28
Reduced
30
Closed
8
Calls
$1.66M
Puts
$84K
Net Calls
+$1.58M
Net Calls Change
+$1.58M

Top Buyers

1
Invesco
Invesco
Georgia
+$3.75M
2
EI
EAM Investors
California
+$2.37M
3
AAM
ACK Asset Management
Connecticut
+$2.26M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.2M
5
Millennium Management
Millennium Management
New York
+$2.06M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.04M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.38M
3
VDBMI
Van Den Berg Management I
Texas
-$2.67M
4
AI
Acuitas Investments
Washington
-$1.7M
5
BCM
Bridgeway Capital Management
Texas
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
76
Amalgamated Bank
New York
$132K -$10.5K -1,149 -9%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$128K +$1.15K +126 +1%
Simplex Trading
78
Simplex Trading
Illinois
$127K +$99.8K +10,905 New
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$124K – – –
Osaic Holdings
80
Osaic Holdings
Arizona
$112K +$87.3K +9,540 New
OPERF
81
Oregon Public Employees Retirement Fund
Oregon
$106K +$796 +87 +1%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$95.5K -$179K -19,542 -71%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$80K – – –
GCM
84
Gladius Capital Management
Illinois
$50.4K -$5.24K -573 -12%
Lazard Asset Management
85
Lazard Asset Management
New York
$38K +$30.3K +3,306 New
AIP
86
Ameritas Investment Partners
Nebraska
$32.4K – – –
KBC Group
87
KBC Group
Belgium
$30K – – –
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$27.7K +$118K +12,900 +0.5%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$22.9K -$577 -63 -3%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$19.8K – – –
US Bancorp
91
US Bancorp
Minnesota
$14.6K – – –
FWM
92
Focused Wealth Management
New York
$10.6K – – –
TRCT
93
Tower Research Capital (TRC)
New York
$10K -$35.6K -3,894 -82%
Wells Fargo
94
Wells Fargo
California
$8.72K -$7.66K -837 -53%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$6.44K +$329 +36 +7%
EWA
96
EverSource Wealth Advisors
Alabama
$6.16K – – –
HIA
97
Harbor Investment Advisory
Maryland
$4.4K – – –
QCG
98
Quadrant Capital Group
Ohio
$1.65K -$549 -60 -30%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1K -$55 -6 -6%
UB
100
UMB Bank
Missouri
$1K +$1.13K +123 New
1 2 3
4
5

POWL Hedge Fund Activity: Q4 2022 in Review

107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2022, worth a combined $240M — up 55% from $155M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new POWL positions and 8 closed out — a net gain of 23 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $3.75M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5.04M.

  • 107 institutional investors held Powell Industries (POWL) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $240M of Powell Industries stock for Q4 2022, up 55% quarter-over-quarter.
  • 31 funds opened new Powell Industries positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest Powell Industries buyer in Q4 2022 was Invesco, an estimated $3.75M added.
  • The largest Powell Industries seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.