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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
144
Holders Change
+27
Holders Change %
+23.08%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
51
Reduced
44
Closed
8
Calls
$1.31M
Puts
$176K
Net Calls
+$1.13M
Net Calls Change
+$485K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.3M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$4.89M
3
GC
Globeflex Capital
California
+$4.13M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.73M
5
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.58M

Top Sellers

1
Invesco
Invesco
Georgia
-$7.67M
2
HA
Heartland Advisors
Wisconsin
-$6.76M
3
First Trust Advisors
First Trust Advisors
Illinois
-$4.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.87M
5
VDBMI
Van Den Berg Management I
Texas
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$86.3M -$631K -36,432 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.4M -$331K -19,107 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M -$561K -32,412 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$21.9M +$888K +51,300 +5%
HA
5
Heartland Advisors
Wisconsin
$21.8M -$6.76M -390,393 -27%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$21.1M +$1.98M +114,186 +12%
State Street
7
State Street
Massachusetts
$20.2M -$402K -23,187 -2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$14.6M +$1.59M +91,629 +15%
Goldman Sachs
9
Goldman Sachs
New York
$12.1M +$742K +42,819 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.6M -$1M -57,912 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.2M +$218K +12,609 +2%
Millennium Management
12
Millennium Management
New York
$9.69M -$3.94M -227,484 -32%
Morgan Stanley
13
Morgan Stanley
New York
$9.27M +$1.17M +67,800 +17%
Invesco
14
Invesco
Georgia
$7.42M -$7.67M -442,914 -55%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$6.68M – – –
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$6.28M +$540K +31,152 +11%
Citadel Advisors
17
Citadel Advisors
Florida
$6.2M +$5.3M +305,835 +22,162%
AQR Capital Management
18
AQR Capital Management
Connecticut
$6.01M +$3.73M +215,265 +262%
Northern Trust
19
Northern Trust
Illinois
$5.85M +$91.3K +5,271 +2%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$5.7M +$4.89M +282,057 New
JP Morgan Chase
21
JP Morgan Chase
New York
$5.62M -$4.87M -281,007 -50%
GC
22
Globeflex Capital
California
$5.56M +$4.13M +238,224 +646%
VDBMI
23
Van Den Berg Management I
Texas
$5.51M -$4.71M -271,926 -50%
First Trust Advisors
24
First Trust Advisors
Illinois
$5.23M -$4.9M -283,173 -52%
RA
25
Royce & Associates
New York
$4.95M +$77.5K +4,476 +2%
1
2 3 4 5

POWL Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 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.