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Powell Industries
POWL

Overview Fund Activity

320 hedge funds and large institutions have $2.46B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
320
Holders Change
+55
Holders Change %
+20.75%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
88
Increased
105
Reduced
96
Closed
32
Calls
$68.2M
Puts
$50.1M
Net Calls
+$18.1M
Net Calls Change
+$27.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$119M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$30M
3
Victory Capital Management
3
Victory Capital Management
Texas
$21.9M
4
SA
4
Sanctuary Advisors
Indiana
$15.9M
5
SIMG
5
Stephens Investment Management Group
Texas
$13.6M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$22M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12M
5
Bank of America
5
Bank of America
North Carolina
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
1
Transform Wealth
Colorado
$372M 1,673,759 -403 -0%
BlackRock
2
BlackRock
New York
$324M 1,461,611 +53,907 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M 663,061 +15,059 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$121M 546,743 -101,084 -16%
Morgan Stanley
5
Morgan Stanley
New York
$119M 537,873 +249,893 +87%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$85.7M 385,888 -85,465 -18%
State Street
7
State Street
Massachusetts
$80.5M 362,717 +3,403 +0.9%
Renaissance Technologies
8
Renaissance Technologies
New York
$74.7M 336,335 -77,500 -19%
American Century Companies
9
American Century Companies
Missouri
$72.1M 324,721 +50,333 +18%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$62.6M 281,866 +6,159 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$57.1M 257,049 +9,692 +4%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$49.7M 223,760 -22,851 -9%
Millennium Management
13
Millennium Management
New York
$30.6M 137,878 +1,928 +1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$30M 135,313 +135,313 New
Invesco
15
Invesco
Georgia
$25.1M 113,289 +48,692 +75%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$25.1M 113,009 -159 -0.1%
Goldman Sachs
17
Goldman Sachs
New York
$24.8M 111,595 +5,682 +5%
Northern Trust
18
Northern Trust
Illinois
$22.4M 100,959 +2,175 +2%
First Trust Advisors
19
First Trust Advisors
Illinois
$22M 98,986 -305,708 -76%
Victory Capital Management
20
Victory Capital Management
Texas
$21.9M 98,590 +90,504 +1,119%
Charles Schwab
21
Charles Schwab
California
$20.8M 93,845 +10,352 +12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$20.4M 92,013 -7,504 -8%
EAM
23
Eagle Asset Management
Florida
$17.8M 51,397 -3,108 -6%
RA
24
Royce & Associates
New York
$16.5M 74,458 -7,818 -10%
SA
25
Sanctuary Advisors
Indiana
$15.9M 54,851 +54,851 New
1
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