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Powell Industries
POWL

Overview Fund Activity

121 hedge funds and large institutions have $235M invested in Powell Industries in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$3.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.72M
3
VDBMI
3
Van Den Berg Management I
Texas
$2.04M
4
BlackRock
4
BlackRock
New York
$41.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.3M

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$0
2
MSL
2
Mackay Shields LLC
New York
$1.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2M
4
MAM
4
Martingale Asset Management
Massachusetts
$361K
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MDCM
101
Morgan Dempsey Capital Management
Wisconsin
$58K +$17.7K +602 +44%
Lazard Asset Management
102
Lazard Asset Management
New York
$51K -$43.2K -1,486 -46%
MOACM
103
Mutual of America Capital Management
New York
$32K +$1.02K +35 +3%
AIP
104
Ameritas Investment Partners
Nebraska
$24K – – –
ASN
105
Advisory Services Network
Georgia
$15K – – –
VCG
106
Vantage Consulting Group
Virginia
$15K +$15K +502 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$13K -$1.07K -39 -8%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$12K +$12K +407 New
FWM
109
Focused Wealth Management
New York
$9K – – –
MAM
110
Meeder Asset Management
Ohio
$7K +$1.57K +56 +29%
US Bancorp
111
US Bancorp
Minnesota
$6K -$4.48K -150 -43%
SWA
112
Sutton Wealth Advisors
Florida
$5.01K – – –
HIA
113
Harbor Investment Advisory
Maryland
$4K – – –
HGWM
114
Harvest Group Wealth Management
Massachusetts
$1K – – –
Osaic Holdings
115
Osaic Holdings
Arizona
$1K – – –
PWPS
116
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +18 New
PFBT
117
Parkside Financial Bank & Trust
Missouri
$1K +$717 +33 +254%
AIG
118
American International Group
New York
$178 -$4 -151 -2%
HA
119
Heartland Advisors
Wisconsin
– -$2.1M -87,155 Closed
Swiss National Bank
120
Swiss National Bank
Switzerland
– -$509K -21,100 Closed
TI
121
Trexquant Investment
Connecticut
– -$387K -16,058 Closed
Victory Capital Management
122
Victory Capital Management
Texas
– -$381K -15,771 Closed
CPO
123
Cerity Partners OCIO
New York
– -$282K -11,671 Closed
OSAM
124
O'Shaughnessy Asset Management
Connecticut
– -$231K -9,549 Closed
MIM
125
MetLife Investment Management
New Jersey
– -$106K -4,404 Closed
2 3 4
5
6