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Powell Industries

106 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, 27 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: 12 (+1)

55% more capital invested

Capital invested by funds: $155M → $240M (+$85.2M)

26% more funds holding

Funds holding: 84106 (+22)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

13.81% less ownership

Funds ownership: 187.01%173.2% (-14%)

Holders
106
Holders Change
+22
Holders Change %
+26.19%
% of All Funds
1.7%
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
27
Reduced
30
Closed
8
Calls
$1.66M
Puts
$84K
Net Calls
+$1.58M
Net Calls Change
+$1.58M

POWL Hedge Fund Activity: Q4 2022 in Review

106 of the 6,237 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 27 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.

  • 106 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.