We are live on ! Find out more
POWL icon

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
JCM
201
J2 Capital Management
Michigan
$495K +$598K +6,693 New
TSS
202
Two Sigma Securities
New York
$490K +$592K +6,627 New
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$488K -$38.3K -429 -6%
CIP
204
Cornerstone Investment Partners
Georgia
$488K -$12.6K -141 -2%
PMAM
205
Picton Mahoney Asset Management
Ontario, Canada
$483K +$122K +1,368 +27%
NIM
206
NEOS Investment Management
Connecticut
$479K +$579K +6,480 New
KK
207
KLP Kapitalforvaltning
Norway
$465K +$563K +6,300 New
AA
208
ALPS Advisors
Colorado
$465K
State Board of Administration of Florida Retirement System
209
State Board of Administration of Florida Retirement System
Florida
$464K -$10.7K -120 -2%
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$453K -$987K -11,043 -65%
TE
211
Tema ETFs
New York
$447K +$541K +6,048 New
PFSRSONJ
212
Police & Firemen's Retirement System of New Jersey
New Jersey
$443K +$536K +5,997 New
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$442K -$804 -9 -0.2%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$441K +$168K +1,884 +46%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$432K +$804 +9 +0.2%
CIM
216
Cambria Investment Management
California
$431K -$7.24K -81 -1%
DT
217
Diversified Trust
Tennessee
$417K +$40K +447 +9%
HA
218
Huntleigh Advisors
Missouri
$408K +$494K +5,526 New
SG Americas Securities
219
SG Americas Securities
New York
$399K -$838K -9,372 -63%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$394K -$22K -246 -4%
ASN
221
Advisory Services Network
Georgia
$389K -$286K -3,201 -38%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$379K +$29.2K +327 +7%
HT
223
Headlands Technologies
Illinois
$378K -$209K -2,334 -31%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$365K +$127K +1,422 +40%
RFC
225
Regions Financial Corp
Alabama
$364K +$441K +4,929 New

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.