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Powell Industries

236 hedge funds and large institutions have $1.32B invested in Powell Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $756M → $1.32B (+$563M)

30% more funds holding

Funds holding: 182236 (+54)

23.42% more ownership

Funds ownership: 214.57%238% (+23%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

12% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $22.4M

Holders
236
Holders Change
+54
Holders Change %
+29.67%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
73
Reduced
72
Closed
21
Calls
$19.7M
Puts
$22.4M
Net Calls
-$2.76M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.54M +$830K +19,395 +149%
Wells Fargo
77
Wells Fargo
California
$1.52M +$141K +3,291 +11%
CIC
78
Carnegie Investment Counsel
Ohio
$1.52M +$141K +3,306 +12%
CS
79
Credit Suisse
Switzerland
$1.48M
Prudential Financial
80
Prudential Financial
New Jersey
$1.46M -$12.8K -300 -1%
Barclays
81
Barclays
United Kingdom
$1.45M -$1.16M -27,162 -47%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.42M +$251K +5,862 +24%
AG
83
Algert Global
California
$1.39M +$102K +2,373 +9%
RB
84
Rodgers Brothers
Pennsylvania
$1.38M -$6.42K -150 -0.5%
LPL Financial
85
LPL Financial
California
$1.36M +$1.23M +28,629 New
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$1.36M -$54.9K -1,284 -4%
Lazard Asset Management
87
Lazard Asset Management
New York
$1.35M +$711K +16,626 +141%
UBS AM
88
UBS AM
Illinois
$1.34M +$720K +16,830 +147%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.3M +$452K +10,554 +62%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$1.29M -$224K -5,238 -16%
CIP
91
Chartwell Investment Partners
Pennsylvania
$1.27M +$1.14M +26,712 New
BCM
92
Bayesian Capital Management
New York
$1.23M +$1.11M +25,857 New
MAM
93
Martingale Asset Management
Massachusetts
$1.21M -$1.31M -30,618 -55%
ACM
94
Aquatic Capital Management
Illinois
$1.2M +$899K +21,000 +500%
UBS Group
95
UBS Group
Switzerland
$1.19M -$1.16M -27,156 -52%
TI
96
Tidal Investments
Wisconsin
$1.17M +$1.06M +24,678 New
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$1.17M +$12.8K +300 +1%
Canada Life
98
Canada Life
Manitoba, Canada
$1.16M +$39.8K +930 +4%
TPSF
99
Texas Permanent School Fund
Texas
$1.15M +$22.5K +525 +2%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.14M -$18.4K -429 -2%

POWL Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2024, worth a combined $1.32B — up 74% from $756M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new POWL positions and 21 closed out — a net gain of 55 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.7M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 236 institutional investors held Powell Industries (POWL) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $1.32B of Powell Industries stock for Q1 2024, up 74% quarter-over-quarter.
  • 76 funds opened new Powell Industries positions in Q1 2024 and 21 closed out, a net change of +55 holders.
  • The largest Powell Industries buyer in Q1 2024 was Pacer Advisors, an estimated $78.7M added.
  • The largest Powell Industries seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.