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Powell Industries
POWL

Overview Fund Activity

181 hedge funds and large institutions have $756M invested in Powell Industries in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
63
Reduced
61
Closed
16
Calls
$4.92M
Puts
$4.32M
Net Calls
+$600K
Net Calls Change
-$601K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.2M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$7.27M
3
American Century Companies
American Century Companies
Missouri
$14.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$4.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
$56.5M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
$0
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$9M
4
EI
EAM Investors
California
$3.39M
5
JC
Jetstream Capital
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$337K +$337K +3,807 New
SRL
127
Scientech Research LLC
New Jersey
$336K +$336K +3,805 New
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$327K -$447K -5,059 -58%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$322K -$8.04K -91 -2%
AB
130
Amalgamated Bank
New York
$306K -$8.3K -94 -3%
YMRC
131
Yorktown Management & Research Company
Virginia
$301K +$301K +3,400 New
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$297K – – –
PWS
133
Precision Wealth Strategies
Missouri
$288K +$12.6K +142 +5%
VI
134
Versor Investments
New York
$284K -$619K -7,000 -69%
FIM
135
Freedom Investment Management
Connecticut
$253K +$253K +2,859 New
Man Group
136
Man Group
United Kingdom
$251K +$251K +2,842 New
TRCT
137
Tower Research Capital (TRC)
New York
$251K +$235K +2,664 +1,567%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$244K +$244K +2,764 New
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$236K -$2.48K -28 -1%
ASRS
140
Arizona State Retirement System
Arizona
$235K -$4.24K -48 -2%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$232K – – –
I
142
INVST
Indiana
$230K +$230K +1,822 New
OAM
143
Oxford Asset Management
United Kingdom
$229K +$229K +2,590 New
EC
144
EntryPoint Capital
New York
$224K +$224K +2,533 New
HSBC Holdings
145
HSBC Holdings
United Kingdom
$223K – – –
GCM
146
Graham Capital Management
Connecticut
$220K -$271K -3,065 -55%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$214K – – –
VF
148
Virtu Financial
New York
$214K +$214K +2,424 New
CIP
149
Cornerstone Investment Partners
Georgia
$206K +$206K +2,332 New
SPA
150
Sherbrooke Park Advisers
New York
$204K +$204K +2,313 New
4 5
6
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