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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.

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
1
Morgan Stanley
New York
$39.2M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$7.27M
3
American Century Companies
3
American Century Companies
Missouri
$14.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.73M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$56.5M

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$0
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$9M
4
EI
4
EAM Investors
California
$3.39M
5
JC
5
Jetstream Capital
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$1.59K – – –
RBC
177
Roble Belko & Company
Pennsylvania
$1K – – –
FFA
178
Frazier Financial Advisors
Ohio
$884 +$884 +10 New
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$530 – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$354 -$89 -1 -20%
TWP
181
TFO Wealth Partners
Ohio
$265 – – –
HA
182
Heartland Advisors
Wisconsin
– -$19.1M -208,359 Closed
Pacer Advisors
183
Pacer Advisors
Pennsylvania
– -$16.3M -196,253 Closed
JC
184
Jetstream Capital
Tennessee
– -$2.9M -35,000 Closed
1IA
185
1620 Investment Advisors
Massachusetts
– -$1.16M -13,997 Closed
WT
186
Whittier Trust
California
– -$829K -10,000 Closed
CIC
187
Cornercap Investment Counsel
Georgia
– -$720K -8,689 Closed
XT
188
XTX Topco
Cayman Islands
– -$585K -7,052 Closed
BFM
189
Boothbay Fund Management
New York
– -$546K -6,589 Closed
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
– -$546K -6,582 Closed
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$506K -6,106 Closed
B
192
Bailard
California
– -$307K -3,700 Closed
OQS
193
Occudo Quantitative Strategies
Florida
– -$287K -3,456 Closed
DWA
194
Dorsey Wright & Associates
California
– -$49.7K -599 Closed
Group One Trading
195
Group One Trading
Illinois
– -$25.9K -313 Closed
WTG
196
West Tower Group
Virginia
– -$7.46K -90 Closed
UB
197
UMB Bank
Missouri
– -$3.4K -41 Closed
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