We are live on ! Find out more
POWL icon

Powell Industries

236 hedge funds and large institutions have $1.32B invested in Powell Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $756M → $1.32B (+$563M)

30% more funds holding

Funds holding: 182236 (+54)

23.42% more ownership

Funds ownership: 214.57%238% (+23%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

12% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $22.4M

Holders
236
Holders Change
+54
Holders Change %
+29.67%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
73
Reduced
72
Closed
21
Calls
$19.7M
Puts
$22.4M
Net Calls
-$2.76M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$1.06M +$35.7K +834 +4%
SC
102
Syon Capital
California
$1.03M -$940K -21,957 -50%
VF
103
Virtu Financial
New York
$1.03M +$619K +14,457 +199%
Two Sigma Advisers
104
Two Sigma Advisers
New York
$1.02M -$335K -7,824 -27%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.02M -$2.85M -66,666 -76%
VA
106
Valmark Advisers
Ohio
$1.01M -$184K -4,305 -17%
CAM
107
ClariVest Asset Management
California
$1.01M +$1.54K +36 +0.2%
FC
108
FORA Capital
Florida
$1M +$902K +21,084 New
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$952K +$858K +20,061 New
SC
110
Savant Capital
Illinois
$941K +$849K +19,842 New
SRL
111
Scientech Research LLC
New Jersey
$923K +$344K +8,040 +70%
TW
112
Transform Wealth
Colorado
$916K -$939K -21,951 -53%
ZIM
113
Zacks Investment Management
Illinois
$914K +$824K +19,263 New
II
114
Inspire Investing
Idaho
$899K +$811K +18,948 New
HSA
115
Hussman Strategic Advisors
Maryland
$896K +$809K +18,900 New
HIS
116
Harvest Investment Services
Illinois
$871K +$786K +18,372 New
WG
117
Winton Group
United Kingdom
$861K +$189K +4,407 +32%
JCIA
118
Jackson Creek Investment Advisors
Colorado
$860K -$660K -15,417 -46%
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$846K +$77.9K +1,821 +11%
VI
120
Versor Investments
New York
$798K +$308K +7,191 +75%
SOADOR
121
State of Alaska Department of Revenue
Alaska
$796K -$2.95K -69 -0.4%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$760K
Victory Capital Management
123
Victory Capital Management
Texas
$748K +$674K +15,759 New
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$732K +$193K +4,518 +41%
AIG
125
American International Group
New York
$711K +$899 +21 +0.1%

POWL Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2024, worth a combined $1.32B — up 74% from $756M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new POWL positions and 21 closed out — a net gain of 55 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.7M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 236 institutional investors held Powell Industries (POWL) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $1.32B of Powell Industries stock for Q1 2024, up 74% quarter-over-quarter.
  • 76 funds opened new Powell Industries positions in Q1 2024 and 21 closed out, a net change of +55 holders.
  • The largest Powell Industries buyer in Q1 2024 was Pacer Advisors, an estimated $78.7M added.
  • The largest Powell Industries seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.