We are live on ! Find out more
POWL icon

Powell Industries

117 hedge funds and large institutions have $333M invested in Powell Industries in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

728% more call options, than puts

Call options by funds: $737K | Put options by funds: $89K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

39% more capital invested

Capital invested by funds: $240M → $333M (+$93M)

9% more funds holding

Funds holding: 107117 (+10)

5.04% more ownership

Funds ownership: 193.16%198.2% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
37
Reduced
39
Closed
10
Calls
$737K
Puts
$89K
Net Calls
+$648K
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.1M -$1.22M -88,398 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.3M +$810K +58,455 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.1M +$409K +29,559 +2%
HA
4
Heartland Advisors
Wisconsin
$20.9M +$226K +16,287 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$14.6M -$897K -64,800 -6%
State Street
6
State Street
Massachusetts
$14.5M +$886K +63,972 +7%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$13.2M -$4.51M -325,929 -26%
Invesco
8
Invesco
Georgia
$11.5M -$304K -21,939 -3%
Millennium Management
9
Millennium Management
New York
$10M +$4.64M +334,914 +90%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$8.96M +$5.8M +419,091 +198%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.95M -$214K -15,438 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$7.94M -$3.61M -260,640 -32%
Goldman Sachs
13
Goldman Sachs
New York
$7.89M +$1.37M +98,904 +22%
VDBMI
14
Van Den Berg Management I
Texas
$7.73M -$1.23M -88,635 -14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$7.72M +$249K +17,952 +3%
First Trust Advisors
16
First Trust Advisors
Illinois
$7.7M +$7.51M +542,253 New
Morgan Stanley
17
Morgan Stanley
New York
$5.56M -$383K -27,687 -7%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.69M +$2.14M +154,422 +88%
Northern Trust
19
Northern Trust
Illinois
$4.04M -$98.3K -7,095 -2%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$3.97M +$1.53M +110,727 +65%
EI
21
EAM Investors
California
$3.68M
RA
22
Royce & Associates
New York
$3.42M
Norges Bank
23
Norges Bank
Norway
$2.84M +$848K +61,200 +44%
Ameriprise
24
Ameriprise
Minnesota
$2.38M +$554K +39,969 +31%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.35M -$18.5K -1,335 -0.8%

POWL Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2023, worth a combined $333M — up 39% from $240M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $7.51M. The largest seller was Mirae Asset Global Investments, cutting an estimated $4.51M.

  • 117 institutional investors held Powell Industries (POWL) as of Q1 2023, up from 107 in Q4 2022.
  • Funds reported $333M of Powell Industries stock for Q1 2023, up 39% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2023 was First Trust Advisors, an estimated $7.51M added.
  • The largest Powell Industries seller in Q1 2023 was Mirae Asset Global Investments, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2023.