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Powell Industries

351 hedge funds and large institutions have $2.4B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

9% more funds holding

Funds holding: 323351 (+28)

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.47B → $2.4B (-$77M)

7.86% less ownership

Funds ownership: 277.61%269.75% (-7.9%)

19% less call options, than puts

Call options by funds: $68M | Put options by funds: $83.7M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
123
Reduced
115
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
76
Oberweis Asset Management
Illinois
$3.72M
Franklin Resources
77
Franklin Resources
California
$3.64M -$980K -10,962 -18%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$3.54M +$4.28M +47,850 New
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$3.35M +$3.26M +36,465 +411%
Citigroup
80
Citigroup
New York
$3.25M +$378K +4,224 +11%
CIC
81
Carnegie Investment Counsel
Ohio
$3.11M +$87.4K +978 +2%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$3.09M +$394K +4,404 +12%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$3.06M +$75.9K +849 +2%
Bank of America
84
Bank of America
North Carolina
$2.96M -$14.4M -160,968 -80%
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$2.92M +$3.54M +39,558 New
RFG
86
Range Financial Group
Oregon
$2.91M +$3.52M +39,360 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$2.82M +$2.08M +23,214 +155%
PCM
88
Portolan Capital Management
Massachusetts
$2.79M +$3.38M +37,779 New
BCI
89
Brinker Capital Investments
Pennsylvania
$2.78M -$4.4M -49,188 -57%
OPS
90
Orion Portfolio Solutions
Nebraska
$2.78M -$4.4M -49,188 -57%
DB
91
Danske Bank
Denmark
$2.7M -$10.2M -114,057 -76%
AIM
92
Ausbil Investment Management
Australia
$2.56M -$2.53M -28,311 -48%
AssetMark Inc
93
AssetMark Inc
California
$2.48M -$263K -2,943 -8%
Mariner
94
Mariner
Kansas
$2.42M +$83.4K +933 +3%
Capital Fund Management (CFM)
95
Capital Fund Management (CFM)
France
$2.41M -$4.85M -54,270 -62%
EGI
96
EAM Global Investors
California
$2.28M +$2.76M +30,906 New
GVAG
97
Great Valley Advisor Group
Delaware
$2.15M -$330K -3,693 -11%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$2.1M -$276K -3,093 -10%
Prudential Financial
99
Prudential Financial
New Jersey
$2.1M -$34.9K -390 -1%
HI
100
Horizon Investments
North Carolina
$2.06M +$1.44M +16,086 +137%

POWL Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2024, worth a combined $2.4B — down 3.1% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POWL positions and 51 closed out — a net gain of 33 holders — while 123 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $40.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $85.7M sold.

  • 351 institutional investors held Powell Industries (POWL) as of Q4 2024, up from 323 in Q3 2024.
  • Funds reported $2.4B of Powell Industries stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 84 funds opened new Powell Industries positions in Q4 2024 and 51 closed out, a net change of +33 holders.
  • The largest Powell Industries buyer in Q4 2024 was Invesco, an estimated $40.7M added.
  • The largest Powell Industries seller in Q4 2024 was Pacer Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2024.