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Powell Industries
POWL

Overview Fund Activity

265 hedge funds and large institutions have $1.66B invested in Powell Industries in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
95
Reduced
89
Closed
28
Calls
$17.1M
Puts
$26.7M
Net Calls
-$9.55M
Net Calls Change
-$6.79M

Top Buyers

1
TW
Transform Wealth
Colorado
$240M
2
Morgan Stanley
Morgan Stanley
New York
$41.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$21.4M
4
Bank of America
Bank of America
North Carolina
$22.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$36.9M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$67.6M
2
Goldman Sachs
Goldman Sachs
New York
$15.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
Millennium Management
Millennium Management
New York
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$347K – – –
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$343K +$12K +84 +4%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$336K +$99.4K +693 +42%
FIM
179
Freedom Investment Management
Connecticut
$335K +$35.6K +248 +12%
SRL
180
Scientech Research LLC
New Jersey
$330K -$600K -4,184 -65%
AA
181
ALPS Advisors
Colorado
$326K -$1.72K -12 -0.5%
VI
182
Versor Investments
New York
$324K -$480K -3,347 -60%
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$322K -$33K -230 -9%
Creative Planning
184
Creative Planning
Kansas
$310K +$310K +2,163 New
State Board of Administration of Florida Retirement System
185
State Board of Administration of Florida Retirement System
Florida
$306K -$579K -4,040 -65%
CIP
186
Cornerstone Investment Partners
Georgia
$306K -$28.8K -201 -9%
TFS
187
Thoroughbred Financial Services
Tennessee
$302K +$302K +2,108 New
B
188
Bailard
California
$296K – – –
Nomura Holdings
189
Nomura Holdings
Japan
$287K +$287K +2,001 New
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$285K -$143 -1 -0.1%
DFCM
191
Dark Forest Capital Management
Puerto Rico
$282K +$282K +1,969 New
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$277K -$391K -2,725 -59%
PAG
193
Private Advisor Group
New Jersey
$269K +$269K +1,875 New
HSBC Holdings
194
HSBC Holdings
United Kingdom
$259K -$184K -1,287 -42%
TRCT
195
Tower Research Capital (TRC)
New York
$259K +$156K +1,087 +152%
TF
196
Trek Financial
Arizona
$245K +$31K +216 +14%
GCM
197
Graham Capital Management
Connecticut
$241K +$241K +1,680 New
TPM
198
Triasima Portfolio Management
Quebec, Canada
$234K +$2.87K +20 +1%
DT
199
Diversified Trust
Tennessee
$232K +$18.5K +129 +9%
CL
200
CIM LLC
New York
$222K +$222K +1,484 New
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