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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
+$55.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$30M
3
Victory Capital Management
Victory Capital Management
Texas
+$20.1M
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
-$67.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$56M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.2M
5
Bank of America
Bank of America
North Carolina
-$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCAL
201
City Center Advisors LLC
Michigan
$461K +$461K +2,078 New
B
202
Bailard
California
$458K – – –
Robeco Institutional Asset Management
203
Robeco Institutional Asset Management
Netherlands
$446K +$446K +2,009 New
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
$446K +$446K +2,008 New
Nomura Holdings
205
Nomura Holdings
Japan
$444K -$222 -1 -0%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$444K +$2.22K +10 +0.5%
CG
207
Cynosure Group
Utah
$439K +$439K +1,979 New
CIM
208
Cambria Investment Management
California
$437K +$437K +1,970 New
ProShare Advisors
209
ProShare Advisors
Maryland
$433K +$117K +525 +37%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$432K +$320K +1,440 +285%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$426K -$212K -795 -33%
AAS
212
Ameritas Advisory Services
Nebraska
$423K +$423K +1,904 New
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$413K +$413K +1,861 New
ASN
214
Advisory Services Network
Georgia
$405K – – –
Connor, Clark & Lunn Investment Management (CC&L)
215
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$404K -$12.1M -54,726 -97%
TF
216
Trek Financial
Arizona
$386K +$6.88K +31 +2%
DT
217
Diversified Trust
Tennessee
$385K +$25.5K +115 +7%
PMAM
218
Picton Mahoney Asset Management
Ontario, Canada
$382K +$310K +1,393 +427%
FRM
219
Fox Run Management
Connecticut
$381K -$1.29M -5,794 -77%
TCM
220
Triumph Capital Management
Colorado
$379K +$379K +1,706 New
GCM
221
Graham Capital Management
Connecticut
$351K -$22.2K -100 -6%
ET
222
Entropy Technologies
New York
$349K -$666K -2,999 -66%
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$333K +$222K +1,000 +200%
Cerity Partners
224
Cerity Partners
New York
$329K +$329K +1,481 New
CL
225
CIM LLC
New York
$325K -$4.44K -20 -1%
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