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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
BEI
176
Benjamin Edwards Inc
Missouri
$655K +$793K +8,871 New
Two Sigma Investments
177
Two Sigma Investments
New York
$644K +$27.9K +312 +4%
GCP
178
GSA Capital Partners
United Kingdom
$635K -$889K -9,942 -54%
SEI Investments
179
SEI Investments
Pennsylvania
$631K +$22.8K +255 +3%
ProShare Advisors
180
ProShare Advisors
Maryland
$624K +$232K +2,598 +44%
BRWA
181
B. Riley Wealth Advisors
Florida
$616K -$894K -10,005 -55%
ASRS
182
Arizona State Retirement System
Arizona
$615K +$3.49K +39 +0.5%
AB
183
Amalgamated Bank
New York
$608K
RBFC
184
Roman Butler Fullerton & Co
Missouri
$597K -$77.8K -870 -11%
US Bancorp
185
US Bancorp
Minnesota
$587K -$321K -3,594 -31%
LCM
186
Liberty Capital Management
Michigan
$563K +$682K +7,626 New
MAM
187
Montchanin Asset Management
Delaware
$557K +$385K +4,305 +133%
SSA
188
Sierra Summit Advisors
Nevada
$550K +$666K +7,449 New
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$549K +$35.9K +402 +6%
FIM
190
Freedom Investment Management
Connecticut
$537K +$23.3K +261 +4%
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$536K
FRM
192
Fox Run Management
Connecticut
$531K +$182K +2,040 +40%
P
193
Pitcairn
Pennsylvania
$512K -$51K -570 -8%
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$512K -$160K -1,785 -20%
Fiera Capital (Canada)
195
Fiera Capital (Canada)
Quebec, Canada
$510K +$617K +6,900 New
BRG
196
Bay Rivers Group
Virginia
$508K +$316K +3,531 +105%
RC
197
Rithm Capital
New York
$499K +$603K +6,750 New
Aviva
198
Aviva
United Kingdom
$498K -$332K -3,714 -36%
PAG
199
Private Advisor Group
New Jersey
$496K +$39.7K +444 +7%
SRL
200
Scientech Research LLC
New Jersey
$495K -$859K -9,606 -59%

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.