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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
XT
126
XTX Topco
Cayman Islands
$707K +$638K +14,913 New
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$699K -$487K -11,376 -44%
1IA
128
1620 Investment Advisors
Massachusetts
$693K +$385 +9 New
MIM
129
MetLife Investment Management
New Jersey
$669K -$20.4K -477 -3%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$663K +$123K +2,874 +26%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$655K
Simplex Trading
132
Simplex Trading
Illinois
$651K -$15.5K -363 -3%
SO
133
STRS Ohio
Ohio
$640K -$347K -8,100 -38%
AIM
134
Ausbil Investment Management
Australia
$631K +$593K +13,863 New
Deutsche Bank
135
Deutsche Bank
Germany
$627K +$1.16K +27 +0.2%
GC
136
Guidance Capital
Kentucky
$600K +$608K +14,217 New
YCM
137
Yousif Capital Management
Michigan
$593K -$113K -2,631 -17%
Aviva
138
Aviva
United Kingdom
$584K -$361K -8,445 -41%
HIS
139
Horizon Investment Services
Indiana
$563K +$508K +11,877 New
Comerica Bank
140
Comerica Bank
Texas
$563K -$26.7K -624 -5%
Lord, Abbett & Co
141
Lord, Abbett & Co
New Jersey
$558K -$6.37M -148,740 -93%
GCP
142
GSA Capital Partners
United Kingdom
$556K -$122K -2,841 -20%
US Bancorp
143
US Bancorp
Minnesota
$547K -$131K -3,072 -21%
OC
144
Oppenheimer & Co
New York
$512K -$64.2K -1,500 -12%
Sumitomo Mitsui Trust Group
145
Sumitomo Mitsui Trust Group
Japan
$493K +$445K +10,392 New
FRM
146
Fox Run Management
Connecticut
$480K +$433K +10,113 New
Daiwa Securities Group
147
Daiwa Securities Group
Japan
$450K +$406K +9,489 New
HSBC Holdings
148
HSBC Holdings
United Kingdom
$441K +$75.2K +1,758 +23%
TA
149
Tactive Advisors
Florida
$439K +$396K +9,246 New
GVAG
150
Great Valley Advisor Group
Delaware
$426K +$384K +8,979 New

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.