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Powell Industries

236 hedge funds and large institutions have $1.32B invested in Powell Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $756M → $1.32B (+$563M)

30% more funds holding

Funds holding: 182236 (+54)

23.42% more ownership

Funds ownership: 214.57%238% (+23%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

12% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $22.4M

Holders
236
Holders Change
+54
Holders Change %
+29.67%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
73
Reduced
72
Closed
21
Calls
$19.7M
Puts
$22.4M
Net Calls
-$2.76M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M -$329K -7,698 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$98.5M -$14.8M -346,443 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$93.4M +$2.21M +51,531 +3%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$87.2M +$78.7M +1,839,387 New
Renaissance Technologies
5
Renaissance Technologies
New York
$66.9M +$12.1M +283,500 +25%
State Street
6
State Street
Massachusetts
$50.1M +$1.52M +35,529 +3%
First Trust Advisors
7
First Trust Advisors
Illinois
$43.2M +$15M +351,564 +63%
Goldman Sachs
8
Goldman Sachs
New York
$34.9M +$8.69M +203,013 +38%
American Century Companies
9
American Century Companies
Missouri
$33.9M +$9.16M +214,083 +43%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$33.1M +$3.39M +79,287 +13%
Millennium Management
11
Millennium Management
New York
$30.7M +$4.63M +108,180 +20%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$27.9M +$15.8M +369,528 +170%
Man Group
13
Man Group
United Kingdom
$22.4M +$19.8M +463,398 +5,435%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$20.9M -$1.29M -30,054 -6%
Morgan Stanley
15
Morgan Stanley
New York
$19M -$39.9M -931,560 -70%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$18.7M +$7.57M +177,003 +81%
Invesco
17
Invesco
Georgia
$17.3M -$3.49M -81,534 -18%
N
18
Nuveen
North Carolina
$15.8M -$373K -8,718 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$15.3M +$2.06M +48,126 +18%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$14.7M -$438K -10,242 -3%
Northern Trust
21
Northern Trust
Illinois
$14.6M +$70K +1,635 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14M -$419K -9,795 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$13.9M +$8.43M +197,022 +207%
OAM
24
Ophir Asset Management
Australia
$13.4M +$12.1M +282,096 New
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$12.8M -$7.55M -176,475 -16%

POWL Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2024, worth a combined $1.32B — up 74% from $756M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new POWL positions and 21 closed out — a net gain of 55 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.7M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 236 institutional investors held Powell Industries (POWL) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $1.32B of Powell Industries stock for Q1 2024, up 74% quarter-over-quarter.
  • 76 funds opened new Powell Industries positions in Q1 2024 and 21 closed out, a net change of +55 holders.
  • The largest Powell Industries buyer in Q1 2024 was Pacer Advisors, an estimated $78.7M added.
  • The largest Powell Industries seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.