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Powell Industries

117 hedge funds and large institutions have $333M invested in Powell Industries in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

728% more call options, than puts

Call options by funds: $737K | Put options by funds: $89K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

39% more capital invested

Capital invested by funds: $240M → $333M (+$93M)

9% more funds holding

Funds holding: 107117 (+10)

5.04% more ownership

Funds ownership: 193.16%198.2% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
37
Reduced
39
Closed
10
Calls
$737K
Puts
$89K
Net Calls
+$648K
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$19.6K -$2.07M -149,727 -99%
ACM
102
Aquatic Capital Management
Illinois
$17K +$16.6K +1,200 New
TRCT
103
Tower Research Capital (TRC)
New York
$15K +$2.83K +204 +24%
FWM
104
Focused Wealth Management
New York
$12.8K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$9.45K +$1.62K +117 +21%
QCG
106
Quadrant Capital Group
Ohio
$7.24K +$5.11K +369 +262%
US Bancorp
107
US Bancorp
Minnesota
$7.07K -$10.4K -750 -60%
LSA
108
Leonteq Securities AG
Switzerland
$6.81K -$5.36K -387 -45%
Federated Hermes
109
Federated Hermes
Pennsylvania
$6K +$5.86K +423 New
HIA
110
Harbor Investment Advisory
Maryland
$5.32K
C
111
Covestor
United Kingdom
$4K +$3.57K +258 +1,720%
UB
112
UMB Bank
Missouri
$1.75K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$1.11K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$256
PFBT
116
Parkside Financial Bank & Trust
Missouri
$213
S
117
SignatureFD
Georgia
$170 +$166 +12 New
AAM
118
ACK Asset Management
Connecticut
-$2.9M -247,500 Closed
EGI
119
EAM Global Investors
California
-$1.55M -132,546 Closed
Assenagon Asset Management
120
Assenagon Asset Management
Luxembourg
-$987K -84,168 Closed
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
-$510K -43,533 Closed
QC
122
Quadrature Capital
United Kingdom
-$485K -41,361 Closed
XT
123
XTX Topco
Cayman Islands
-$292K -24,909 Closed
B
124
Bailard
California
-$225K -19,194 Closed
EWA
125
EverSource Wealth Advisors
Alabama
-$6.16K -525 Closed

POWL Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2023, worth a combined $333M — up 39% from $240M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $7.51M. The largest seller was Mirae Asset Global Investments, cutting an estimated $4.51M.

  • 117 institutional investors held Powell Industries (POWL) as of Q1 2023, up from 107 in Q4 2022.
  • Funds reported $333M of Powell Industries stock for Q1 2023, up 39% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2023 was First Trust Advisors, an estimated $7.51M added.
  • The largest Powell Industries seller in Q1 2023 was Mirae Asset Global Investments, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2023.