Powell Industries
POWL
268 hedge funds and large institutions have $1.66B invested in Powell Industries in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 28 closing their positions.
176% more capital inflows, than outflows
Capital inflows: $575M | Capital outflows: $208M
125% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 28
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17.26% more ownership
Funds ownership: 79.33% → 96.59% (+17%)
14% more funds holding
Funds holding: 236 → 268 (+32)
3% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 91
36% less call options, than puts
Call options by funds: $17.1M | Put options by funds: $26.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Transform Wealth
Greenwood Village,
Colorado
|
+$261M |
| 2 |
Morgan Stanley
New York
|
+$24.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$23.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$22.2M |
| 2 |
Goldman Sachs
New York
|
-$21.8M |
| 3 |
JP Morgan Chase
New York
|
-$14.7M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$12.8M |
| 5 |
Millennium Management
New York
|
-$12.5M |
POWL Hedge Fund Activity: Q2 2024 in Review
268 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2024, worth a combined $1.66B — up 26% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new POWL positions and 28 closed out — a net gain of 35 holders — while 94 added to existing stakes and 91 trimmed.
The largest buyer was Transform Wealth, adding an estimated $261M. The largest seller was Pacer Advisors, cutting an estimated $22.2M.
- 268 institutional investors held Powell Industries (POWL) as of Q2 2024, up from 236 in Q1 2024.
- Funds reported $1.66B of Powell Industries stock for Q2 2024, up 26% quarter-over-quarter.
- 63 funds opened new Powell Industries positions in Q2 2024 and 28 closed out, a net change of +35 holders.
- The largest Powell Industries buyer in Q2 2024 was Transform Wealth, an estimated $261M added.
- The largest Powell Industries seller in Q2 2024 was Pacer Advisors, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2024.