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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
ECM
151
ExodusPoint Capital Management
New York
$425K -$1.32M -30,906 -78%
AB
152
Amalgamated Bank
New York
$422K -$63.7K -1,488 -14%
Two Sigma Investments
153
Two Sigma Investments
New York
$413K -$141K -3,300 -28%
PA
154
PFG Advisors
Arizona
$410K +$370K +8,649 New
MSRPS
155
Maryland State Retirement & Pension System
Maryland
$405K -$5.52K -129 -1%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$390K -$2.7K -63 -0.8%
PWS
157
Precision Wealth Strategies
Missouri
$390K -$66.1K -1,545 -16%
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$375K +$338K +7,890 New
ASRS
159
Arizona State Retirement System
Arizona
$374K -$3.08K -72 -0.9%
I
160
INVST
Indiana
$370K +$113K +2,649 +48%
TC
161
Truvestments Capital
Florida
$369K +$333K +7,782 New
NYLIM
162
New York Life Investment Management
New York
$362K +$326K +7,623 New
YIH
163
Y-Intercept (HK)
Hong Kong
$361K +$325K +7,602 New
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$352K -$25.7K -600 -7%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$345K
KPWS
166
Kestra Private Wealth Services
Texas
$345K +$311K +7,269 New
HCA
167
Harbor Capital Advisors
Illinois
$340K +$307K +7,167 New
PTC
168
Private Trust Company
Ohio
$338K +$25.7K +600 +9%
EC
169
EntryPoint Capital
New York
$332K -$25.4K -594 -8%
CIP
170
Cornerstone Investment Partners
Georgia
$332K
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$329K +$297K +6,930 New
AA
172
ALPS Advisors
Colorado
$326K -$199K -4,656 -40%
AAS
173
Avantax Advisory Services
Texas
$321K +$290K +6,774 New
FIM
174
Freedom Investment Management
Connecticut
$297K -$99.1K -2,316 -27%
B
175
Bailard
California
$293K +$265K +6,183 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.