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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 %
PTC
151
Private Trust Company
Ohio
$192K +$192K +2,175 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$146K – – –
Amundi
153
Amundi
France
$143K +$7.51K +94 +6%
ACM
154
Aquatic Capital Management
Illinois
$124K +$62K +700 +100%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$98.7K +$1.08K +12 +1%
AIP
156
Ameritas Investment Partners
Nebraska
$83.9K +$12.2K +138 +17%
GAMC
157
Garner Asset Management Corp
Texas
$82.9K +$82.9K +615 New
SOW
158
State of Wyoming
Wyoming
$81.8K -$129K -1,462 -61%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$49.9K – – –
GI
160
GAMMA Investing
California
$32.8K +$32.8K +277 New
C
161
Covestor
United Kingdom
$31K -$37.5K -436 -55%
A
162
AJOVista
Massachusetts
$28.9K +$28.9K +327 New
FWM
163
Focused Wealth Management
New York
$26.5K – – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$23.8K -$6.54K -74 -22%
Federated Hermes
165
Federated Hermes
Pennsylvania
$11.4K – – –
HIA
166
Harbor Investment Advisory
Maryland
$11.1K – – –
QCG
167
Quadrant Capital Group
Ohio
$9.99K -$8.31K -94 -45%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.17K +26 +37%
AssetMark Inc
169
AssetMark Inc
California
$7.87K +$5.48K +62 +230%
PWMG
170
Private Wealth Management Group
New Jersey
$4.33K +$4.33K +49 New
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$3.49K – – –
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.56K – – –
LFA
173
LGT Financial Advisors
Texas
$2.56K +$2.56K +29 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$2.3K – – –
FFO
175
Fortitude Family Office
Arizona
$2.03K +$2.03K +23 New
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7
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