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Powell Industries
POWL

Overview Fund Activity

164 hedge funds and large institutions have $684M invested in Powell Industries in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+20
Holders Change %
+13.89%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
39
Increased
49
Reduced
60
Closed
18
Calls
$2M
Puts
$796K
Net Calls
+$1.2M
Net Calls Change
+$68K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$11.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$16.3M
3
First Trust Advisors
First Trust Advisors
Illinois
$15.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$10.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.93M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
$19.1M
2
VDBMI
Van Den Berg Management I
Texas
$3.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.7M
4
Citadel Advisors
Citadel Advisors
Florida
$4.74M
5
Goldman Sachs
Goldman Sachs
New York
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$14.1K -$31.4K -379 -69%
Federated Hermes
152
Federated Hermes
Pennsylvania
$10.7K -$3.65K -44 -25%
HIA
153
Harbor Investment Advisory
Maryland
$10.4K – – –
WTG
154
West Tower Group
Virginia
$7.46K -$72K -869 -91%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$6K +$3.43K +40 +133%
UB
156
UMB Bank
Missouri
$3.4K – – –
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$3.32K +$3.32K +40 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.4K +$2.4K +29 New
AssetMark Inc
159
AssetMark Inc
California
$2.24K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$2.16K – – –
AF
161
Allworth Financial
California
$1.49K +$1.49K +18 New
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$497 – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$415 – – –
TWP
164
TFO Wealth Partners
Ohio
$182 +$182 +3 New
AI
165
Acuitas Investments
Washington
– -$1.64M -27,053 Closed
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
– -$1.35M -22,107 Closed
Marshall Wace
167
Marshall Wace
United Kingdom
– -$1.22M -20,090 Closed
JF
168
Jump Financial
Illinois
– -$994K -16,400 Closed
QC
169
Quadrature Capital
United Kingdom
– -$959K -15,848 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$899K -14,842 Closed
Wellington Management Group
171
Wellington Management Group
Massachusetts
– -$745K -12,300 Closed
HF
172
HRT Financial
New York
– -$700K -11,566 Closed
GIPM
173
G2 Investment Partners Management
New York
– -$388K -6,400 Closed
YIH
174
Y-Intercept (HK)
Hong Kong
– -$359K -5,920 Closed
DTL
175
Dynamic Technology Lab
Singapore
– -$351K -5,800 Closed
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