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Powell Industries
POWL

103 hedge funds and large institutions have $306M invested in Powell Industries in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $251M → $306M (+$55.4M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

3.43% more ownership

Funds ownership: 262.4% → 265.83% (+3.4%)

3% less funds holding

Funds holding: 106 → 103 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
37
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$2.46M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.51M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47M
4
AI
Acuitas Investments
Washington
+$1.3M
5
BlackRock
BlackRock
New York
+$1.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.21M
3
RA
Royce & Associates
New York
-$1.14M
4
Northern Trust
Northern Trust
Illinois
-$685K
5
ICM
Invenomic Capital Management
Massachusetts
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
– -$1.41M -172,689 Closed
ICM
102
Invenomic Capital Management
Massachusetts
– -$587K -71,658 Closed
PAM
103
Panagora Asset Management
Massachusetts
– -$521K -63,615 Closed
Walleye Capital
104
Walleye Capital
New York
– -$454 -55,398 Closed
HF
105
HRT Financial
New York
– -$413K -50,448 Closed
Two Sigma Investments
106
Two Sigma Investments
New York
– -$323K -39,396 Closed
American Century Companies
107
American Century Companies
Missouri
– -$267K -32,631 Closed
Jane Street
108
Jane Street
New York
– -$232K -28,365 Closed
BCM
109
Beddow Capital Management
Wyoming
– -$221K -27,000 Closed
MAM
110
Martingale Asset Management
Massachusetts
– -$219K -26,715 Closed
Walleye Trading
111
Walleye Trading
New York
– -$209K -25,506 Closed
VOYA Investment Management
112
VOYA Investment Management
Georgia
– -$201K -24,489 Closed
Victory Capital Management
113
Victory Capital Management
Texas
– -$79K -9,705 Closed
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
– -$6K -825 Closed
MAM
115
Meeder Asset Management
Ohio
– -$5K -663 Closed
EBA
116
Eagle Bay Advisors
New York
– -$1K -114 Closed
ST
117
Sageworth Trust
Pennsylvania
– -$835 -93 -78%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
– +$27 +3 New
1 2 3 4
5

POWL Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2021, worth a combined $306M — up 22% from $251M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POWL and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q4 2021, down from 106 in Q3 2021.
  • Funds reported $306M of Powell Industries stock for Q4 2021, up 22% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q4 2021 was First Trust Advisors, an estimated $2.46M added.
  • The largest Powell Industries seller in Q4 2021 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.