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Powell Industries
POWL

106 hedge funds and large institutions have $251M invested in Powell Industries in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53.11% more ownership

Funds ownership: 209.3% → 262.4% (+53%)

1% less capital invested

Capital invested by funds: $252M → $251M (-$1.46M)

3% less funds holding

Funds holding: 109 → 106 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
33
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$64.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Franklin Resources
Franklin Resources
California
+$1.71M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$5.16M
2
Victory Capital Management
Victory Capital Management
Texas
-$3.93M
3
DIA
Dean Investment Associates
Ohio
-$2.4M
4
Goldman Sachs
Goldman Sachs
New York
-$1.79M
5
DCM
Dean Capital Management
Kansas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
Transform Wealth
Colorado
$62.3M +$64.1M +7,125,225 +1,493%
BlackRock
2
BlackRock
New York
$34.8M -$1.25M -139,485 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.7M -$1M -111,495 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.9M +$193K +21,498 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$10.9M -$413K -45,900 -3%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$9.17M +$1.57M +174,570 +18%
State Street
7
State Street
Massachusetts
$9.06M +$209K +23,241 +2%
HA
8
Heartland Advisors
Wisconsin
$8.05M +$832K +92,517 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
$7.41M -$385K -42,783 -5%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$5.77M -$197K -21,966 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.62M +$400K +44,535 +7%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$4.44M +$1.1M +121,860 +29%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.71M -$121K -13,425 -3%
Northern Trust
14
Northern Trust
Illinois
$3.49M +$134K +14,931 +4%
RA
15
Royce & Associates
New York
$3.37M +$241K +26,802 +7%
VDBMI
16
Van Den Berg Management I
Texas
$3.16M -$137K -15,288 -4%
Invesco
17
Invesco
Georgia
$2.98M -$421K -46,857 -11%
AI
18
Acuitas Investments
Washington
$2.5M +$1.49M +165,408 +119%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2.13M -$287K -31,878 -11%
Goldman Sachs
20
Goldman Sachs
New York
$2.11M -$1.79M -198,648 -44%
Morgan Stanley
21
Morgan Stanley
New York
$2.06M +$890K +98,964 +65%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.8M -$7.69K -855 -0.4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.61M +$1.77M +196,968 +937,943%
Franklin Resources
24
Franklin Resources
California
$1.56M +$1.71M +190,200 New
Ameriprise
25
Ameriprise
Minnesota
$1.49M +$157K +17,511 +11%
1
2 3 4 5

POWL Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2021, worth a combined $251M — down 0.58% from $252M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of POWL and 19 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Transform Wealth, adding an estimated $64.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.16M sold.

  • 106 institutional investors held Powell Industries (POWL) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $251M of Powell Industries stock for Q3 2021, down 0.58% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q3 2021 and 22 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q3 2021 was Transform Wealth, an estimated $64.1M added.
  • The largest Powell Industries seller in Q3 2021 was First Trust Advisors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2021.