Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Powell Inds Inc (POWL)

475 + Investors. Track Smart Money conviction in POWL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — POWL

Based on 478 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added POWL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
478 hedge funds hold POWL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+142 new funds entered over the past year (+42% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

263 buying223 selling
Last quarter: 263 funds bought or added vs 223 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new POWL position: 75 → 80 → 76 → 106. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 34% new

■ 37% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 478 current holders: 175 (37%) held >2 years, 142 held 1–2 years, and 161 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+64% value, -5% shares)

Value
+64%
Shares
-5%
Last quarter: total value of institutional POWL holdings rose +64% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

68 → 75 → 80 → 76 → 106 new funds/Q
New funds entering each quarter: 75 → 80 → 76 → 106. A growing number of institutions are discovering POWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 40% veterans vs 39% newcomers

■ 40% veterans ■ 21% 1-2yr ■ 39% new
Entry-cohort mix of 500 holders: 198 (40%) are 2+ year veterans, 107 entered 1–2 years ago, and 195 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
52 of 474 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in POWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — POWL

In 2026 Q1, 263 hedge funds were net buyers of POWL (106 opened a new position, 157 added to an existing one), while 223 reduced or exited (177 trimmed, 46 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in POWL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 478.

Hedge Fund Ownership: POWL

How many hedge funds hold POWL — quarterly history vs. share price
Quarterly hedge fund ownership of POWL vs. share price

Market Analysis: POWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POWL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Powell Inds Inc (POWL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much POWL has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
POWL
+63.5%
XLI
+8.9%

POWL outperformed XLI by +54.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
POWL
+0.8%
XLI
+329.7%

Since the filing became public, POWL outperformed XLI by -328.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 5 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: POWL
475 + Investors

Track Smart Money conviction in POWL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 475 418 13.64%
13F Shares 10M 11M -5.16%
Total Value $5.38B $3.27B 64.46%
New Positions 103 76 +27
Increased Positions 156 143 +13
Closed Positions 46 63 -17
Reduced Positions 169 147 +22
Total Calls 14 10 40.0%
Total Puts 12 10 20.0%
PUT/CALL Ratio 0.86 1.0 Neutral

Statistics: POWL

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Institutional Holders (2026 Q1)

475 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in POWL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 POWL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vision One Management Partners, LP 15.15% 64,983 $35.2M
2 1060 Capital, LLC 6.58% 10,000 $5.4M
3 Voss Capital, LP 3.90% 136,000 $73.6M
4 Tema Etfs LLC 3.08% 84,682 $45.8M
5 Aperture Investors, LLC 2.70% 39,466 $21.4M
6 Quantum Private Wealth, LLC 2.24% 13,414 $7.3M
7 4D Advisors, LLC 2.23% 6,500 $3.5M
8 Portolan Capital Management, LLC 2.18% 75,830 $41.0M
9 Hodges Capital Management Inc. 1.83% 40,793 $22.1M
10 Sidoxia Capital Management, LLC 1.63% 3,498 $1.9M
11 Rithm Capital Corp. 1.53% 1,900 $1.0M
12 Littlejohn Financial Services, INC. 1.46% 3,596 $1.9M
13 RPG Investment Advisory, LLC 1.26% 57,989 $10.5M
14 Eaton Financial Holdings Company, LLC 1.24% 6,998 $3.8M
15 Pier Capital, LLC 1.19% 13,358 $7.2M
16 Galaxy Digital Capital Management GP LLC 1.16% 2,021 $1.1M
17 Illumine Investment Management, LLC 1.11% 2,667 $1.4M
18 Rockline Wealth Management, LLC 1.08% 9,199 $5.0M
19 Ausbil Investment Management Ltd 1.06% 3,856 $2.1M
20 Abacus FCF Advisors LLC 1.04% 8,543 $4.6M
21 ABS Direct Equity Fund LLC 1.03% 2,500 $1.4M
22 Chatham Capital Group, INC. 0.93% 11,809 $6.4M
23 Blackhawk Capital Partners, LLC 0.92% 4,655 $2.5M
24 Intrinsic Edge Capital Management LLC 0.86% 9,556 $5.2M
25 Eddie Patel Inc 0.85% 2,052 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Powell Inds Inc (POWL)

What does the Smart Money Trend signal show for POWL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added POWL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for POWL?

Slight buying edge — 54% buying: Last quarter: 263 funds bought or added vs 223 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for POWL holders?

Elite ownership — 44% AUM from top-100 funds: 52 of 474 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in POWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held POWL?

Mixed — 37% long-term, 34% new: Of the 478 current holders: 175 (37%) held >2 years, 142 held 1–2 years, and 161 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Powell Inds Inc (POWL) following the 2026 Q1 hedge fund 13F filings?

As of today, POWL has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -328.9%. Since the quarter end (March 31, 2026), POWL has gained +63.5% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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