Powell Industries
POWL
107 hedge funds and large institutions have $240M invested in Powell Industries in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.
1,881% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $84K
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more capital invested
Capital invested by funds: $155M → $240M (+$85.3M)
27% more funds holding
Funds holding: 84 → 107 (+23)
6.15% more ownership
Funds ownership: 187.01% → 193.16% (+6.1%)
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.75M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$2.37M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$2.26M |
| 4 |
JP Morgan Chase
New York
|
+$2.2M |
| 5 |
Millennium Management
New York
|
+$2.06M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fifth Third Bancorp
Cincinnati,
Ohio
| $915 | +$714 | +78 | New |
|
|
TWP
102
TFO Wealth Partners
Maumee,
Ohio
| $271 | +$82 | +9 | New |
|
|
FMII
103
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $211 | – | – | – |
|
|
PFBT
104
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $176 | – | – | – |
|
|
BGIM
105
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$4.38M | -622,770 | Closed |
|
|
BCM
106
Bridgeway Capital Management
Houston,
Texas
| – | -$949K | -135,000 | Closed |
|
107
HighTower Advisors
Chicago,
Illinois
| – | -$211K | -30,000 | Closed |
|
|
IA
108
IFP Advisors
Tampa,
Florida
| – | -$108K | -9,465 | Closed |
|
|
MOACM
109
Mutual of America Capital Management
New York
| – | -$38K | -5,418 | Closed |
|
|
MAM
110
Meeder Asset Management
Dublin,
Ohio
| – | -$14K | -1,938 | Closed |
|
|
CS
111
Credit Suisse
Zurich,
Switzerland
| – | -$1K | -150 | Closed |
|
|
C
112
Covestor
London,
United Kingdom
| – | -$137 | -15 | -50% |
|
|
LSA
113
Leonteq Securities AG
Zurich,
Switzerland
| – | +$7.93K | +867 | New |
|
POWL Hedge Fund Activity: Q4 2022 in Review
107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2022, worth a combined $240M — up 55% from $155M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new POWL positions and 8 closed out — a net gain of 23 holders — while 28 added to existing stakes and 30 trimmed.
The largest buyer was Invesco, adding an estimated $3.75M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5.04M.
- 107 institutional investors held Powell Industries (POWL) as of Q4 2022, up from 84 in Q3 2022.
- Funds reported $240M of Powell Industries stock for Q4 2022, up 55% quarter-over-quarter.
- 31 funds opened new Powell Industries positions in Q4 2022 and 8 closed out, a net change of +23 holders.
- The largest Powell Industries buyer in Q4 2022 was Invesco, an estimated $3.75M added.
- The largest Powell Industries seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $5.04M sold.
Based on aggregated 13F filings for Q4 2022.