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Powell Industries
POWL

Overview Fund Activity

320 hedge funds and large institutions have $2.46B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+55
Holders Change %
+20.75%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
88
Increased
105
Reduced
96
Closed
32
Calls
$68.2M
Puts
$50.1M
Net Calls
+$18.1M
Net Calls Change
+$27.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$119M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$30M
3
Victory Capital Management
3
Victory Capital Management
Texas
$21.9M
4
SA
4
Sanctuary Advisors
Indiana
$15.9M
5
SIMG
5
Stephens Investment Management Group
Texas
$13.6M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12M
5
Bank of America
5
Bank of America
North Carolina
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
76
Advisors Management Group
Wisconsin
$3.74M +$3.74M +16,851 New
UBS Group
77
UBS Group
Switzerland
$3.73M +$1.26M +5,654 +51%
OAM
78
Oberweis Asset Management
Illinois
$3.73M – – –
IAA
79
Independent Advisor Alliance
North Carolina
$3.69M +$3.69M +16,621 New
TI
80
Trexquant Investment
Connecticut
$3.62M -$5.03M -22,664 -58%
CCM
81
Candelo Capital Management
New York
$3.57M +$3.57M +16,073 New
CIC
82
Carnegie Investment Counsel
Ohio
$3.04M +$171K +770 +6%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$3M +$807K +3,636 +37%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.98M -$347K -1,564 -10%
Citigroup
85
Citigroup
New York
$2.95M +$1.18M +5,321 +67%
OAC
86
OMERS Administration Corp
Ontario, Canada
$2.91M +$1.18M +5,300 +68%
Canada Life
87
Canada Life
Manitoba, Canada
$2.78M +$179K +807 +7%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$2.77M +$134K +603 +5%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$2.75M -$1.46M -6,569 -35%
AssetMark Inc
90
AssetMark Inc
California
$2.7M +$207K +933 +8%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$2.5M -$9.96M -44,859 -80%
IIM
92
INTECH Investment Management
Florida
$2.47M +$2.47M +11,123 New
DIA
93
Dana Investment Advisors
Wisconsin
$2.44M +$184K +827 +8%
GVAG
94
Great Valley Advisor Group
Delaware
$2.43M +$627K +2,827 +35%
Axa
95
Axa
France
$2.39M +$226K +1,018 +10%
PAMP
96
Polar Asset Management Partners
Ontario, Canada
$2.39M +$2.39M +10,764 New
Mariner
97
Mariner
Kansas
$2.36M +$733K +3,304 +45%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$2.33M +$391K +1,763 +20%
Prudential Financial
99
Prudential Financial
New Jersey
$2.13M -$56.6K -255 -3%
PCM
100
Penserra Capital Management
California
$2.06M +$2.06M +9,279 New
2 3
4
5 6