We are live on ! Find out more
POWL icon

Powell Industries

109 hedge funds and large institutions have $252M invested in Powell Industries in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 207.43%209.3% (+1.9%)

3% less funds holding

Funds holding: 112109 (-3)

8% less capital invested

Capital invested by funds: $273M → $252M (-$21.1M)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.2M -$675K -58,719 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.3M +$126K +10,950 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.5M -$291K -25,293 -1%
Renaissance Technologies
4
Renaissance Technologies
New York
$14.2M -$1.19M -103,200 -7%
State Street
5
State Street
Massachusetts
$11.2M +$341K +29,622 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$9.78M -$1.11M -96,102 -9%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$9.75M +$3.82M +331,848 +54%
HA
8
Heartland Advisors
Wisconsin
$9.19M +$3.71M +322,341 +57%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$7.49M +$5.02M +436,680 +151%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.63M +$712K +61,869 +11%
First Trust Advisors
11
First Trust Advisors
Illinois
$5.16M +$1.75M +151,950 +44%
TW
12
Transform Wealth
Colorado
$4.92M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.81M +$166K +14,424 +3%
Goldman Sachs
14
Goldman Sachs
New York
$4.71M -$90.6K -7,878 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$4.61M +$1.18M +102,702 +30%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$4.33M +$491K +42,720 +11%
Northern Trust
17
Northern Trust
Illinois
$4.25M -$34.4K -2,994 -0.7%
Invesco
18
Invesco
Georgia
$4.23M +$91.9K +7,986 +2%
VDBMI
19
Van Den Berg Management I
Texas
$4.13M -$149K -12,945 -3%
RA
20
Royce & Associates
New York
$3.96M +$168K +14,634 +4%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.02M +$131K +11,352 +4%
DIA
22
Dean Investment Associates
Ohio
$2.4M -$120K -10,437 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.27M +$129K +11,220 +5%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.98M -$767K -66,657 -26%
Charles Schwab
25
Charles Schwab
California
$1.92M +$113K +9,795 +6%

POWL Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2021, worth a combined $252M — down 7.7% from $273M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of POWL and 8 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $5.02M. The largest seller was Russell Investments Group, cutting an estimated $2.51M.

  • 109 institutional investors held Powell Industries (POWL) as of Q2 2021, down from 112 in Q1 2021.
  • Funds reported $252M of Powell Industries stock for Q2 2021, down 7.7% quarter-over-quarter.
  • 8 funds opened new Powell Industries positions in Q2 2021 and 11 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2021 was Brandywine Global Investment Management, an estimated $5.02M added.
  • The largest Powell Industries seller in Q2 2021 was Russell Investments Group, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2021.