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Powell Industries

93 hedge funds and large institutions have $199M invested in Powell Industries in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

36,800% more call options, than puts

Call options by funds: $369K | Put options by funds: $1K

4.75% less ownership

Funds ownership: 265.83%261.08% (-4.7%)

10% less funds holding

Funds holding: 10393 (-10)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

35% less capital invested

Capital invested by funds: $306M → $199M (-$107M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
32
Reduced
37
Closed
20
Calls
$369K
Puts
$1K
Net Calls
+$368K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1
Transform Wealth
Colorado
$49.2M
BlackRock
2
BlackRock
New York
$28.1M -$344K -42,129 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.9M -$797K -97,524 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.2M +$747K +91,428 +5%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$11M +$3.39M +414,933 +32%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.91M -$410K -50,100 -4%
HA
7
Heartland Advisors
Wisconsin
$7.67M +$887K +108,516 +10%
State Street
8
State Street
Massachusetts
$5.87M -$1.74M -212,247 -19%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.95M -$1.07M -131,250 -15%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$4.58M +$1.48M +181,050 +34%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$4.45M +$323K +39,450 +6%
VDBMI
12
Van Den Berg Management I
Texas
$4.35M +$2.29M +280,173 +71%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.16M +$113K +13,836 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.19M +$191K +23,388 +5%
Invesco
15
Invesco
Georgia
$2.94M +$135K +16,572 +4%
AI
16
Acuitas Investments
Washington
$2.78M -$163K -19,908 -4%
Northern Trust
17
Northern Trust
Illinois
$2.17M -$127K -15,558 -4%
Morgan Stanley
18
Morgan Stanley
New York
$2.04M +$860K +105,186 +50%
Franklin Resources
19
Franklin Resources
California
$1.75M +$249K +30,501 +13%
RA
20
Royce & Associates
New York
$1.74M -$122K -14,925 -5%
Goldman Sachs
21
Goldman Sachs
New York
$1.69M +$41.8K +5,112 +2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.59M -$59.8K -7,320 -3%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.44M +$363K +44,445 +25%
Ameriprise
24
Ameriprise
Minnesota
$1.29M +$209K +25,620 +15%
AE
25
AMH Equity
New York
$1.28M -$1.24M -151,500 -43%

POWL Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2022, worth a combined $199M — down 35% from $306M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of POWL and 10 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 32 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $3.39M. The largest seller was Fidelity Investments, cutting an estimated $2.94M.

  • 93 institutional investors held Powell Industries (POWL) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $199M of Powell Industries stock for Q1 2022, down 35% quarter-over-quarter.
  • 10 funds opened new Powell Industries positions in Q1 2022 and 20 closed out, a net change of -10 holders.
  • The largest Powell Industries buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $3.39M added.
  • The largest Powell Industries seller in Q1 2022 was Fidelity Investments, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2022.