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Powell Industries

94 hedge funds and large institutions have $177M invested in Powell Industries in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,952% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $21K

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

1% more funds holding

Funds holding: 9394 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $199M → $177M (-$21.9M)

24% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 37

68.32% less ownership

Funds ownership: 261.08%192.77% (-68%)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
37
Closed
10
Calls
$2.53M
Puts
$21K
Net Calls
+$2.51M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Credit Suisse
Switzerland
+$211 +27 New

POWL Hedge Fund Activity: Q2 2022 in Review

94 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2022, worth a combined $177M — down 11% from $199M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new POWL positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 37 trimmed.

The largest buyer was Van Den Berg Management I, adding an estimated $1.6M. The largest seller was Transform Wealth, cutting an estimated $59.2M.

  • 94 institutional investors held Powell Industries (POWL) as of Q2 2022, up from 93 in Q1 2022.
  • Funds reported $177M of Powell Industries stock for Q2 2022, down 11% quarter-over-quarter.
  • 14 funds opened new Powell Industries positions in Q2 2022 and 10 closed out, a net change of +4 holders.
  • The largest Powell Industries buyer in Q2 2022 was Van Den Berg Management I, an estimated $1.6M added.
  • The largest Powell Industries seller in Q2 2022 was Transform Wealth, an estimated $59.2M sold.

Based on aggregated 13F filings for Q2 2022.