We are live on ! Find out more
POWL icon

Powell Industries
POWL

103 hedge funds and large institutions have $306M invested in Powell Industries in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $251M → $306M (+$55.4M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

3.43% more ownership

Funds ownership: 262.4% → 265.83% (+3.4%)

3% less funds holding

Funds holding: 106 → 103 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
37
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$2.46M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.51M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47M
4
AI
Acuitas Investments
Washington
+$1.3M
5
BlackRock
BlackRock
New York
+$1.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.21M
3
RA
Royce & Associates
New York
-$1.14M
4
Northern Trust
Northern Trust
Illinois
-$685K
5
ICM
Invenomic Capital Management
Massachusetts
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
Transform Wealth
Colorado
$74.7M – – –
BlackRock
2
BlackRock
New York
$43M +$1.2M +133,683 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.6M -$1.21M -134,370 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.6M -$259K -28,872 -2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$12.7M +$1.51M +168,186 +15%
Renaissance Technologies
6
Renaissance Technologies
New York
$12.5M -$550K -61,200 -5%
State Street
7
State Street
Massachusetts
$11M +$116K +12,960 +1%
HA
8
Heartland Advisors
Wisconsin
$10.6M +$834K +92,886 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.8M -$85.5K -9,519 -1%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$6.37M -$503K -56,055 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.18M -$523K -58,227 -8%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$5.18M -$137K -15,300 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.62M +$155K +17,241 +4%
AI
14
Acuitas Investments
Washington
$4.42M +$1.3M +144,918 +48%
Invesco
15
Invesco
Georgia
$4.3M +$668K +74,415 +20%
VDBMI
16
Van Den Berg Management I
Texas
$3.86M +$60.3K +6,711 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$3.54M +$1.47M +163,449 +83%
Northern Trust
18
Northern Trust
Illinois
$3.44M -$685K -76,305 -18%
AE
19
AMH Equity
New York
$3.44M +$3.14M +349,500 New
RA
20
Royce & Associates
New York
$2.79M -$1.14M -126,795 -31%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.7M +$2.46M +274,314 New
Goldman Sachs
22
Goldman Sachs
New York
$2.52M -$10.8K -1,203 -0.5%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$2.49M -$63.5K -7,068 -3%
PPA
24
Parametric Portfolio Associates
Washington
$2.47M +$635K +70,653 +39%
Franklin Resources
25
Franklin Resources
California
$2.36M +$448K +49,899 +26%
1
2 3 4 5

POWL Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2021, worth a combined $306M — up 22% from $251M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POWL and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q4 2021, down from 106 in Q3 2021.
  • Funds reported $306M of Powell Industries stock for Q4 2021, up 22% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q4 2021 was First Trust Advisors, an estimated $2.46M added.
  • The largest Powell Industries seller in Q4 2021 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.