Powell Industries
POWL
93 hedge funds and large institutions have $199M invested in Powell Industries in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 20 closing their positions.
36,800% more call options, than puts
Call options by funds: $369K | Put options by funds: $1K
4.75% less ownership
Funds ownership: 265.83% → 261.08% (-4.7%)
10% less funds holding
Funds holding: 103 → 93 (-10)
14% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 37
35% less capital invested
Capital invested by funds: $306M → $199M (-$107M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.39M |
| 2 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
+$2.29M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.48M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$887K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$885K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.94M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.74M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.35M |
| 5 |
AE
AMH Equity
Great Neck,
New York
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| – | -$201K | -20,412 | Closed |
|
|
MIM
102
MetLife Investment Management
Whippany,
New Jersey
| – | -$97.6K | -9,924 | Closed |
|
|
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$72.6K | -7,386 | Closed |
|
|
EVM
104
Eaton Vance Management
Boston,
Massachusetts
| – | -$23K | -2,334 | Closed |
|
105
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$11K | -1,167 | Closed |
|
|
SWA
106
Sutton Wealth Advisors
Tampa,
Florida
| – | -$5.01K | -510 | Closed |
|
|
PFBT
107
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2K | -225 | Closed |
|
|
STCOSD
108
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$540 | -66 | -81% |
|
109
Rockefeller Capital Management
New York
| – | +$74 | +9 | New |
|
110
Simplex Trading
Chicago,
Illinois
| – | +$760 | +93 | New |
|
POWL Hedge Fund Activity: Q1 2022 in Review
93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2022, worth a combined $199M — down 35% from $306M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of POWL and 10 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 32 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $3.39M. The largest seller was Fidelity Investments, cutting an estimated $2.94M.
- 93 institutional investors held Powell Industries (POWL) as of Q1 2022, down from 103 in Q4 2021.
- Funds reported $199M of Powell Industries stock for Q1 2022, down 35% quarter-over-quarter.
- 10 funds opened new Powell Industries positions in Q1 2022 and 20 closed out, a net change of -10 holders.
- The largest Powell Industries buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $3.39M added.
- The largest Powell Industries seller in Q1 2022 was Fidelity Investments, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2022.