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Powell Industries
POWL

84 hedge funds and large institutions have $155M invested in Powell Industries in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less call options, than puts

Call options by funds: $301K | Put options by funds: $305K

5.75% less ownership

Funds ownership: 192.77% → 187.01% (-5.8%)

11% less funds holding

Funds holding: 94 → 84 (-10)

12% less capital invested

Capital invested by funds: $177M → $155M (-$22.1M)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
84
Holders Change
-10
Holders Change %
-10.64%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
35
Reduced
23
Closed
16
Calls
$301K
Puts
$305K
Net Calls
-$4K
Net Calls Change
-$2.51M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$1.19M
2
HA
Heartland Advisors
Wisconsin
+$872K
3
VDBMI
Van Den Berg Management I
Texas
+$385K
4
Citadel Advisors
Citadel Advisors
Florida
+$342K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$268K

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.02M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$820K
4
BlackRock
BlackRock
New York
-$659K
5
TA
Teton Advisors
New York
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$29.9M -$659K -81,990 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.5M +$217K +27,033 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13M +$57.8K +7,185 +0.4%
HA
4
Heartland Advisors
Wisconsin
$9.95M +$872K +108,408 +8%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$9.11M -$1.55M -193,239 -13%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.7M -$820K -102,000 -9%
VDBMI
7
Van Den Berg Management I
Texas
$6.5M +$385K +47,880 +5%
State Street
8
State Street
Massachusetts
$6.42M +$38.3K +4,767 +0.5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.55M +$23.9K +2,970 +0.5%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$4.38M +$46.3K +5,754 +0.9%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$4.17M -$102K -12,720 -2%
AI
12
Acuitas Investments
Washington
$4.13M – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$4.08M -$217K -26,943 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.54M +$2.61K +324 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$3.14M -$7.17K -891 -0.2%
Invesco
16
Invesco
Georgia
$2.96M -$437K -54,351 -11%
Northern Trust
17
Northern Trust
Illinois
$2.03M +$10.8K +1,344 +0.5%
Franklin Resources
18
Franklin Resources
California
$1.9M – – –
Goldman Sachs
19
Goldman Sachs
New York
$1.86M +$54.7K +6,801 +3%
RA
20
Royce & Associates
New York
$1.69M – – –
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.59M -$134K -16,662 -7%
Ameriprise
22
Ameriprise
Minnesota
$1.41M +$483 +60 +0%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.3M +$107K +13,362 +8%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.19M +$268K +33,381 +25%
Principal Financial Group
25
Principal Financial Group
Iowa
$1.18M +$1.86K +231 +0.1%
1
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POWL Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2022, worth a combined $155M — down 12% from $177M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of POWL and 6 opened new positions — a net loss of 10 holders — while 23 trimmed existing stakes and 35 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.19M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $2.02M sold.

  • 84 institutional investors held Powell Industries (POWL) as of Q3 2022, down from 94 in Q2 2022.
  • Funds reported $155M of Powell Industries stock for Q3 2022, down 12% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q3 2022 and 16 closed out, a net change of -10 holders.
  • The largest Powell Industries buyer in Q3 2022 was Millennium Management, an estimated $1.19M added.
  • The largest Powell Industries seller in Q3 2022 was Assenagon Asset Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2022.