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Powell Industries

351 hedge funds and large institutions have $2.4B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

9% more funds holding

Funds holding: 323351 (+28)

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.47B → $2.4B (-$77M)

7.86% less ownership

Funds ownership: 277.61%269.75% (-7.9%)

19% less call options, than puts

Call options by funds: $68M | Put options by funds: $83.7M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
123
Reduced
115
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
151
Lighthouse Investment Partners
Florida
$997K +$1.21M +13,500 New
QPW
152
Quantum Private Wealth
Florida
$997K +$1.21M +13,497 New
VF
153
Virtu Financial
New York
$997K +$1.21M +13,491 New
OC
154
Oppenheimer & Co
New York
$991K -$106K -1,188 -8%
TC
155
Truvestments Capital
Florida
$991K +$183K +2,043 +18%
TFS
156
Thoroughbred Financial Services
Tennessee
$982K +$196K +2,193 +20%
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
$931K +$724K +8,100 +180%
HCA
158
Harbor Capital Advisors
Illinois
$912K -$131K -1,470 -11%
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$898K -$54.4K -609 -5%
HighTower Advisors
160
HighTower Advisors
Illinois
$887K -$1.11M -12,435 -51%
VCM
161
Virtue Capital Management
Tennessee
$857K +$1.04M +11,604 New
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$842K +$1.02M +11,388 New
KPWS
163
Kestra Private Wealth Services
Texas
$841K +$171K +1,914 +20%
SCA
164
Snowden Capital Advisors
New York
$841K -$5.92M -66,216 -85%
YCM
165
Yousif Capital Management
Michigan
$788K -$19K -213 -2%
SO
166
STRS Ohio
Ohio
$754K -$134K -1,500 -13%
II
167
Inspire Investing
Idaho
$745K -$308K -3,450 -25%
PTC
168
Private Trust Company
Ohio
$740K -$67K -750 -7%
PA
169
PFG Advisors
Arizona
$735K -$11.8K -132 -1%
New York State Common Retirement Fund
170
New York State Common Retirement Fund
New York
$726K
IC
171
IEQ Capital
California
$721K +$873K +9,765 New
MSRPS
172
Maryland State Retirement & Pension System
Maryland
$700K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$667K +$78K +873 +11%
Jennison Associates
174
Jennison Associates
New York
$661K -$26.3K -294 -3%
Creative Planning
175
Creative Planning
Kansas
$656K +$93.1K +1,041 +13%

POWL Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2024, worth a combined $2.4B — down 3.1% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POWL positions and 51 closed out — a net gain of 33 holders — while 123 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $40.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $85.7M sold.

  • 351 institutional investors held Powell Industries (POWL) as of Q4 2024, up from 323 in Q3 2024.
  • Funds reported $2.4B of Powell Industries stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 84 funds opened new Powell Industries positions in Q4 2024 and 51 closed out, a net change of +33 holders.
  • The largest Powell Industries buyer in Q4 2024 was Invesco, an estimated $40.7M added.
  • The largest Powell Industries seller in Q4 2024 was Pacer Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2024.