We are live on ! Find out more
POWL icon

Powell Industries

351 hedge funds and large institutions have $2.4B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

9% more funds holding

Funds holding: 323351 (+28)

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.47B → $2.4B (-$77M)

7.86% less ownership

Funds ownership: 277.61%269.75% (-7.9%)

19% less call options, than puts

Call options by funds: $68M | Put options by funds: $83.7M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
123
Reduced
115
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1
Transform Wealth
Colorado
$361M -$12.3M -137,250 -3%
BlackRock
2
BlackRock
New York
$347M +$28.5M +318,405 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$153M +$6.7M +74,991 +4%
Morgan Stanley
4
Morgan Stanley
New York
$136M +$19.9M +222,396 +14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M -$17.8M -199,260 -12%
State Street
6
State Street
Massachusetts
$80.9M +$593K +6,636 +0.6%
American Century Companies
7
American Century Companies
Missouri
$78M +$7.25M +81,087 +8%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$66M +$4.29M +48,006 +6%
Invesco
9
Invesco
Georgia
$58.8M +$40.7M +455,550 +134%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$49.7M -$8.79M -98,373 -13%
Goldman Sachs
11
Goldman Sachs
New York
$48.9M +$29.3M +327,303 +98%
Renaissance Technologies
12
Renaissance Technologies
New York
$35M -$47.8M -534,900 -53%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$33.5M -$19.5M -218,115 -32%
UBS Group
14
UBS Group
Switzerland
$27.3M +$28.5M +319,170 +633%
First Trust Advisors
15
First Trust Advisors
Illinois
$27.2M +$6.39M +71,517 +24%
Northern Trust
16
Northern Trust
Illinois
$25.9M +$4.25M +47,592 +16%
Raymond James Financial
17
Raymond James Financial
Florida
$22.6M +$27.3M +305,295 New
N
18
Nuveen
North Carolina
$21.2M -$4.7M -52,545 -15%
Charles Schwab
19
Charles Schwab
California
$20.9M +$171K +1,911 +0.7%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$18.1M +$19.5M +218,058 +796%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$17.9M -$3.01M -33,660 -12%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$16.9M +$7.48M +83,661 +58%
Millennium Management
23
Millennium Management
New York
$16.2M -$17.4M -194,937 -47%
RA
24
Royce & Associates
New York
$16M -$607K -6,795 -3%
SIMG
25
Stephens Investment Management Group
Texas
$16M +$2.88M +32,175 +17%

POWL Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2024, worth a combined $2.4B — down 3.1% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POWL positions and 51 closed out — a net gain of 33 holders — while 123 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $40.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $85.7M sold.

  • 351 institutional investors held Powell Industries (POWL) as of Q4 2024, up from 323 in Q3 2024.
  • Funds reported $2.4B of Powell Industries stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 84 funds opened new Powell Industries positions in Q4 2024 and 51 closed out, a net change of +33 holders.
  • The largest Powell Industries buyer in Q4 2024 was Invesco, an estimated $40.7M added.
  • The largest Powell Industries seller in Q4 2024 was Pacer Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2024.