Powell Industries
POWL
165 hedge funds and large institutions have $684M invested in Powell Industries in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 18 closing their positions.
151% more call options, than puts
Call options by funds: $2M | Put options by funds: $796K
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
43% more capital invested
Capital invested by funds: $480M → $684M (+$204M)
15% more funds holding
Funds holding: 144 → 165 (+21)
7.71% more ownership
Funds ownership: 200.47% → 208.18% (+7.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.61M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$7.61M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.29M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$5.65M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$11.3M |
| 2 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$3.99M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.37M |
| 5 |
Goldman Sachs
New York
|
-$3.22M |
POWL Hedge Fund Activity: Q3 2023 in Review
165 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2023, worth a combined $684M — up 43% from $480M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new POWL positions and 18 closed out — a net gain of 22 holders — while 49 added to existing stakes and 60 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $9.61M. The largest seller was Heartland Advisors, cutting an estimated $11.3M.
- 165 institutional investors held Powell Industries (POWL) as of Q3 2023, up from 144 in Q2 2023.
- Funds reported $684M of Powell Industries stock for Q3 2023, up 43% quarter-over-quarter.
- 40 funds opened new Powell Industries positions in Q3 2023 and 18 closed out, a net change of +22 holders.
- The largest Powell Industries buyer in Q3 2023 was Fidelity Investments, an estimated $9.61M added.
- The largest Powell Industries seller in Q3 2023 was Heartland Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2023.