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Powell Industries
POWL

107 hedge funds and large institutions have $240M invested in Powell Industries in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,881% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $84K

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more capital invested

Capital invested by funds: $155M → $240M (+$85.3M)

27% more funds holding

Funds holding: 84 → 107 (+23)

6.15% more ownership

Funds ownership: 187.01% → 193.16% (+6.1%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
107
Holders Change
+23
Holders Change %
+27.38%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
28
Reduced
30
Closed
8
Calls
$1.66M
Puts
$84K
Net Calls
+$1.58M
Net Calls Change
+$1.58M

Top Buyers

1
Invesco
Invesco
Georgia
+$3.75M
2
EI
EAM Investors
California
+$2.37M
3
AAM
ACK Asset Management
Connecticut
+$2.26M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.2M
5
Millennium Management
Millennium Management
New York
+$2.06M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.04M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$4.38M
3
VDBMI
Van Den Berg Management I
Texas
-$2.67M
4
AI
Acuitas Investments
Washington
-$1.7M
5
BCM
Bridgeway Capital Management
Texas
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$51.5M +$1.3M +142,041 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.2M -$437K -47,703 -3%
HA
3
Heartland Advisors
Wisconsin
$17.1M +$351K +38,331 +3%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.7M -$371K -40,545 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$12.8M – – –
State Street
6
State Street
Massachusetts
$11.2M +$409K +44,736 +5%
Invesco
7
Invesco
Georgia
$9.76M +$3.75M +410,337 +97%
JP Morgan Chase
8
JP Morgan Chase
New York
$9.61M +$2.2M +239,943 +41%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$7.57M -$22.5K -2,454 -0.4%
VDBMI
10
Van Den Berg Management I
Texas
$7.43M -$2.67M -291,441 -32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.17M +$195K +21,306 +4%
Goldman Sachs
12
Goldman Sachs
New York
$5.36M +$1.76M +192,795 +73%
Morgan Stanley
13
Morgan Stanley
New York
$4.91M -$254K -27,705 -6%
AI
14
Acuitas Investments
Washington
$4.72M -$1.7M -185,667 -32%
Millennium Management
15
Millennium Management
New York
$4.37M +$2.06M +224,865 +153%
Northern Trust
16
Northern Trust
Illinois
$3.42M +$22.7K +2,484 +0.9%
Franklin Resources
17
Franklin Resources
California
$3.33M +$123K +13,485 +5%
EI
18
EAM Investors
California
$3.04M +$2.37M +259,476 New
AAM
19
ACK Asset Management
Connecticut
$2.9M +$2.26M +247,500 New
RA
20
Royce & Associates
New York
$2.82M – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$2.49M +$252K +27,495 +15%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.07M +$66.8K +7,305 +4%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$1.98M -$519K -56,751 -25%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.95M -$13.8K -1,509 -0.9%
Citadel Advisors
25
Citadel Advisors
Florida
$1.77M +$622K +67,926 +82%
1
2 3 4 5

POWL Hedge Fund Activity: Q4 2022 in Review

107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2022, worth a combined $240M — up 55% from $155M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new POWL positions and 8 closed out — a net gain of 23 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $3.75M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5.04M.

  • 107 institutional investors held Powell Industries (POWL) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $240M of Powell Industries stock for Q4 2022, up 55% quarter-over-quarter.
  • 31 funds opened new Powell Industries positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest Powell Industries buyer in Q4 2022 was Invesco, an estimated $3.75M added.
  • The largest Powell Industries seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.