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Powell Industries

109 hedge funds and large institutions have $252M invested in Powell Industries in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 207.43%209.3% (+1.9%)

3% less funds holding

Funds holding: 112109 (-3)

8% less capital invested

Capital invested by funds: $273M → $252M (-$21.1M)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
101
Eagle Bay Advisors
New York
$2K +$1.31K +114 New
VCM
102
Versant Capital Management
Arizona
$1K -$138 -12 -13%
Osaic Holdings
103
Osaic Holdings
Arizona
$1K
PFBT
104
Parkside Financial Bank & Trust
Missouri
$1K
ST
105
Sageworth Trust
Pennsylvania
$1K +$1.38K +120 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$198
AIG
107
American International Group
New York
$182 -$2.38K -207 -1%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
-$1.73M -153,300 Closed
CIC
109
Cornercap Investment Counsel
Georgia
-$1.27M -112,428 Closed
California Public Employees Retirement System
110
California Public Employees Retirement System
California
-$623K -55,200 Closed
MSL
111
Mackay Shields LLC
New York
-$549K -48,600 Closed
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
-$373K -33,000 Closed
6M
113
6 Meridian
Kansas
-$219K -19,368 Closed
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$212K -18,804 Closed
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
-$206K -18,270 Closed
MDCM
116
Morgan Dempsey Capital Management
Wisconsin
-$72K -6,357 Closed
KBC Group
117
KBC Group
Belgium
-$66K -5,802 Closed
SPIA
118
Steward Partners Investment Advisory
New York
-$50.8K -4,500 Closed
Fidelity Investments
119
Fidelity Investments
Massachusetts
+$242 +21 New

POWL Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2021, worth a combined $252M — down 7.7% from $273M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of POWL and 8 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $5.02M. The largest seller was Russell Investments Group, cutting an estimated $2.51M.

  • 109 institutional investors held Powell Industries (POWL) as of Q2 2021, down from 112 in Q1 2021.
  • Funds reported $252M of Powell Industries stock for Q2 2021, down 7.7% quarter-over-quarter.
  • 8 funds opened new Powell Industries positions in Q2 2021 and 11 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2021 was Brandywine Global Investment Management, an estimated $5.02M added.
  • The largest Powell Industries seller in Q2 2021 was Russell Investments Group, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2021.