Powell Industries
POWL
112 hedge funds and large institutions have $274M invested in Powell Industries in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 17 closing their positions.
17% more capital invested
Capital invested by funds: $234M → $274M (+$39.1M)
3.15% more ownership
Funds ownership: 204.25% → 207.41% (+3.2%)
7% less funds holding
Funds holding: 121 → 112 (-9)
16% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 45
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$5.99M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$5.08M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$3.63M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.64M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.32M |
| 2 |
JP Morgan Chase
New York
|
-$3.28M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.78M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.96M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.56M |
POWL Hedge Fund Activity: Q1 2021 in Review
112 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2021, worth a combined $274M — up 17% from $234M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of POWL and 9 opened new positions — a net loss of 8 holders — while 45 trimmed existing stakes and 38 added.
The largest buyer was Heartland Advisors, opening a new position worth an estimated $5.99M. The largest seller was Morgan Stanley, cutting an estimated $3.32M.
- 112 institutional investors held Powell Industries (POWL) as of Q1 2021, down from 121 in Q4 2020.
- Funds reported $274M of Powell Industries stock for Q1 2021, up 17% quarter-over-quarter.
- 9 funds opened new Powell Industries positions in Q1 2021 and 17 closed out, a net change of -8 holders.
- The largest Powell Industries buyer in Q1 2021 was Heartland Advisors, an estimated $5.99M added.
- The largest Powell Industries seller in Q1 2021 was Morgan Stanley, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2021.