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Powell Industries
POWL

Overview Fund Activity

320 hedge funds and large institutions have $2.46B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+55
Holders Change %
+20.75%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
88
Increased
105
Reduced
96
Closed
32
Calls
$68.2M
Puts
$50.1M
Net Calls
+$18.1M
Net Calls Change
+$27.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$30M
3
Victory Capital Management
Victory Capital Management
Texas
$21.9M
4
SA
Sanctuary Advisors
Indiana
$15.9M
5
SIMG
Stephens Investment Management Group
Texas
$13.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$22M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$121M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12M
5
Bank of America
Bank of America
North Carolina
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$656K +$228K +1,025 +53%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$645K +$31.1K +140 +5%
Two Sigma Investments
178
Two Sigma Investments
New York
$622K – – –
SEI Investments
179
SEI Investments
Pennsylvania
$614K -$843K -3,798 -58%
ASRS
180
Arizona State Retirement System
Arizona
$613K +$18.2K +82 +3%
AB
181
Amalgamated Bank
New York
$609K -$16K -72 -3%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$603K -$489K -2,205 -45%
PWS
183
Precision Wealth Strategies
Missouri
$593K -$11.8K -53 -2%
Creative Planning
184
Creative Planning
Kansas
$580K +$99.7K +449 +21%
Sumitomo Mitsui Trust Group
185
Sumitomo Mitsui Trust Group
Japan
$575K +$575K +2,590 New
P
186
Pitcairn
Pennsylvania
$555K -$170K -766 -23%
CP
187
Cumberland Partners
Ontario, Canada
$555K +$555K +2,500 New
HT
188
Headlands Technologies
Illinois
$551K +$551K +2,482 New
CANY
189
Caxton Associates (New York)
New York
$538K -$1.12M -5,061 -68%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$537K – – –
MFG
191
Merit Financial Group
Georgia
$536K +$536K +2,414 New
LOAMU
192
Lombard Odier Asset Management (USA)
New York
$527K +$527K +2,373 New
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$520K – – –
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$520K +$22.2K +100 +4%
FIM
195
Freedom Investment Management
Connecticut
$518K -$222 -1 -0%
SWM
196
Spire Wealth Management
Virginia
$503K +$503K +2,265 New
CIP
197
Cornerstone Investment Partners
Georgia
$499K +$25.8K +116 +5%
State Board of Administration of Florida Retirement System
198
State Board of Administration of Florida Retirement System
Florida
$474K – – –
AA
199
ALPS Advisors
Colorado
$466K -$39.7K -179 -8%
PAG
200
Private Advisor Group
New Jersey
$464K +$47.7K +215 +11%
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