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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
NC
201
nVerses Capital
Florida
$42.7K +$38.5K +900 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$41K +$2.44K +57 +7%
GI
203
GAMMA Investing
California
$29.5K -$8.99K -210 -25%
A
204
AlphaQuest
New York
$28.2K +$25.4K +594 New
C
205
Covestor
United Kingdom
$28K -$21.4K -501 -46%
QCG
206
Quadrant Capital Group
Ohio
$27.5K +$10.3K +240 +71%
LSA
207
Leonteq Securities AG
Switzerland
$24.2K +$18K +420 +467%
HIA
208
Harbor Investment Advisory
Maryland
$17.8K
CFM
209
Catalyst Funds Management
Australia
$14.2K +$12.8K +300 New
AssetMark Inc
210
AssetMark Inc
California
$10.5K -$1.93K -45 -17%
MIM
211
Macroview Investment Management
Maryland
$8.84K +$7.96K +186 New
PWMG
212
Private Wealth Management Group
New Jersey
$6.97K
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.97K +$2.57K +60 +69%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.83K +$5.26K +123 New
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$5.69K
Group One Trading
216
Group One Trading
Illinois
$5.55K +$5.01K +117 New
Federated Hermes
217
Federated Hermes
Pennsylvania
$4.55K -$12.5K -291 -75%
LFA
218
LGT Financial Advisors
Texas
$4.13K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$3.98K +$257 +6 +8%
FFO
220
Fortitude Family Office
Arizona
$3.27K
AWM
221
Avior Wealth Management
Nebraska
$3.27K +$2.95K +69 New
FFA
222
Frazier Financial Advisors
Ohio
$3.13K +$1.54K +36 +120%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$3.13K +$2.82K +66 New
AF
224
Allworth Financial
California
$2.99K +$385 +9 +17%
AIM
225
Anchor Investment Management
South Carolina
$2.85K +$2.57K +60 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.