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Powell Industries
POWL

106 hedge funds and large institutions have $251M invested in Powell Industries in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53.11% more ownership

Funds ownership: 209.3% → 262.4% (+53%)

1% less capital invested

Capital invested by funds: $252M → $251M (-$1.46M)

3% less funds holding

Funds holding: 109 → 106 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
33
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$64.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Franklin Resources
Franklin Resources
California
+$1.71M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$5.16M
2
Victory Capital Management
Victory Capital Management
Texas
-$3.93M
3
DIA
Dean Investment Associates
Ohio
-$2.4M
4
Goldman Sachs
Goldman Sachs
New York
-$1.79M
5
DCM
Dean Capital Management
Kansas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
101
Walleye Capital
New York
$454 +$498K +55,398 New
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$157 – – –
First Trust Advisors
103
First Trust Advisors
Illinois
– -$5.16M -499,854 Closed
DIA
104
Dean Investment Associates
Ohio
– -$2.4M -232,776 Closed
DCM
105
Dean Capital Management
Kansas
– -$1.57M -152,511 Closed
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
– -$1.49M -138,075 Closed
Los Angeles Capital Management
107
Los Angeles Capital Management
California
– -$1.15M -111,444 Closed
AQR Capital Management
108
AQR Capital Management
Connecticut
– -$918K -88,959 Closed
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
– -$800K -77,532 Closed
ANTB
110
AMG National Trust Bank
Colorado
– -$746K -72,309 Closed
Pacer Advisors
111
Pacer Advisors
Pennsylvania
– -$722K -69,996 Closed
GC
112
Guggenheim Capital
Illinois
– -$686K -66,462 Closed
ETC
113
Exchange Traded Concepts
Oklahoma
– -$608K -58,902 Closed
ECM
114
ExodusPoint Capital Management
New York
– -$494K -47,910 Closed
SO
115
STRS Ohio
Ohio
– -$411K -39,900 Closed
AC
116
Aristides Capital
Kentucky
– -$249K -24,183 Closed
HighTower Advisors
117
HighTower Advisors
Illinois
– -$235K -22,800 Closed
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
– -$225K -21,792 Closed
AllianceBernstein
119
AllianceBernstein
Tennessee
– -$214K -20,760 Closed
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$211K -20,457 Closed
Axa
121
Axa
France
– -$207K -20,100 Closed
TPSF
122
Texas Permanent School Fund
Texas
– -$205K -19,866 Closed
ASN
123
Advisory Services Network
Georgia
– -$16K -1,515 Closed
Osaic Holdings
124
Osaic Holdings
Arizona
– -$917 -102 -77%
EI
125
Ellevest Inc
New York
– +$405 +45 New
2 3 4
5
6

POWL Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2021, worth a combined $251M — down 0.58% from $252M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of POWL and 19 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Transform Wealth, adding an estimated $64.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.16M sold.

  • 106 institutional investors held Powell Industries (POWL) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $251M of Powell Industries stock for Q3 2021, down 0.58% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q3 2021 and 22 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q3 2021 was Transform Wealth, an estimated $64.1M added.
  • The largest Powell Industries seller in Q3 2021 was First Trust Advisors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2021.