Powell Industries
POWL
144 hedge funds and large institutions have $480M invested in Powell Industries in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 8 closing their positions.
644% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $176K
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
44% more capital invested
Capital invested by funds: $333M → $480M (+$147M)
23% more funds holding
Funds holding: 117 → 144 (+27)
16% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 44
2.28% more ownership
Funds ownership: 198.2% → 200.47% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.3M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$4.89M |
| 3 |
GC
Globeflex Capital
San Diego,
California
|
+$4.13M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.73M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.67M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$6.76M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.9M |
| 4 |
JP Morgan Chase
New York
|
-$4.87M |
| 5 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$4.71M |
POWL Hedge Fund Activity: Q2 2023 in Review
144 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2023, worth a combined $480M — up 44% from $333M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new POWL positions and 8 closed out — a net gain of 27 holders — while 51 added to existing stakes and 44 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.3M. The largest seller was Invesco, cutting an estimated $7.67M.
- 144 institutional investors held Powell Industries (POWL) as of Q2 2023, up from 117 in Q1 2023.
- Funds reported $480M of Powell Industries stock for Q2 2023, up 44% quarter-over-quarter.
- 35 funds opened new Powell Industries positions in Q2 2023 and 8 closed out, a net change of +27 holders.
- The largest Powell Industries buyer in Q2 2023 was Citadel Advisors, an estimated $5.3M added.
- The largest Powell Industries seller in Q2 2023 was Invesco, an estimated $7.67M sold.
Based on aggregated 13F filings for Q2 2023.