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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
JFG
176
Jefferies Financial Group
New York
$293K +$264K +6,180 New
CAMG
177
CWA Asset Management Group
Florida
$291K +$263K +6,144 New
Amundi
178
Amundi
France
$284K +$55.2K +1,290 +24%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$283K +$255K +5,970 New
ProShare Advisors
180
ProShare Advisors
Maryland
$266K +$240K +5,601 New
Verition Fund Management
181
Verition Fund Management
Connecticut
$263K +$238K +5,550 New
State Board of Administration of Florida Retirement System
182
State Board of Administration of Florida Retirement System
Florida
$263K +$456K +10,650 +135%
NRD
183
Nebula Research & Development
New York
$256K +$231K +5,394 New
SC
184
Scotia Capital
Ontario, Canada
$243K +$220K +5,130 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$242K +$206K +4,821 +1,674%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$235K
TPM
187
Triasima Portfolio Management
Quebec, Canada
$230K +$207K +4,845 New
MOACM
188
Mutual of America Capital Management
New York
$226K +$204K +4,764 New
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$225K +$203K +4,737 New
SSA
190
Schonfeld Strategic Advisors
New York
$213K +$193K +4,500 New
TF
191
Trek Financial
Arizona
$212K +$192K +4,476 New
DT
192
Diversified Trust
Tennessee
$212K +$191K +4,467 New
CANY
193
Caxton Associates (New York)
New York
$212K +$191K +4,464 New
CC
194
Corton Capital
Ontario, Canada
$205K +$185K +4,317 New
AIP
195
Ameritas Investment Partners
Nebraska
$135K
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$124K -$46.1K -1,077 -33%
TRCT
197
Tower Research Capital (TRC)
New York
$102K -$272K -6,351 -75%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$68.6K -$10.5K -246 -15%
SOW
199
State of Wyoming
Wyoming
$65.3K -$59.8K -1,398 -50%
PIM
200
Plato Investment Management
Australia
$50.4K +$45.4K +1,062 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.