Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Powell Inds Inc (POWL)

570 + 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
↑ +101
Streak
5Q ▲
Buyers last Q
87%

Smart Money Signals — POWL

Based on 580 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
580 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 — +56% more funds vs a year ago

fund count last 6Q
+209 new funds entered over the past year (+56% 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.
🟢

More buyers than sellers — 87% buying

556 buying82 selling
Last quarter: 556 funds were net buyers (156 opened a brand new position + 400 added to an existing one). Only 82 were sellers (27 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter
Funds opening a new POWL position: 81 → 76 → 106 → 156. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 36% new

■ 34% conviction (2yr+) ■ 30% medium ■ 36% new
Of the 580 current holders: 197 (34%) held >2 years, 175 held 1–2 years, and 208 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.
💎

Buying through price weakness — shares +280%, value +55%

Value
+54%
Shares
+280%
Last quarter: funds added +280% more shares while total portfolio value only changed +55%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

77 → 81 → 76 → 106 → 156 new funds/Q
New funds entering each quarter: 81 → 76 → 106 → 156. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 40% veterans vs 42% newcomers

■ 40% veterans ■ 18% 1-2yr ■ 42% new
Entry-cohort mix of 602 holders: 243 (40%) are 2+ year veterans, 108 entered 1–2 years ago, and 251 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
57 of 574 holders are among the 100 largest funds by AUM, controlling 54% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q2, 556 hedge funds were net buyers of POWL (156 opened a new position, 400 added to an existing one), while 82 reduced or exited (27 trimmed, 55 sold completely) — a 87% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in POWL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +101 funds (more new holders than closures). Total institutional holders: 580.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 5 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: POWL
570 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 570 479 19.0%
13F Shares 30M 10M 187.64%
Total Value $8.29B $5.38B 54.01%
New Positions 154 106 +48
Increased Positions 397 157 +240
Closed Positions 57 47 +10
Reduced Positions 20 169 -149
Total Calls 14 14 -
Total Puts 13 12 8.33%
PUT/CALL Ratio 0.93 0.86 Neutral

Statistics: POWL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

570 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vision One Management Partners, LP 13.41% 130,054 $37.2M
2 GKV Capital Management Co., Inc. 3.60% 38,989 $11.2M
3 RPG Investment Advisory, LLC 3.41% 115,843 $33.2M
4 Quantum Private Wealth, LLC 2.73% 37,182 $10.6M
5 Tema Etfs LLC 2.49% 268,692 $76.9M
6 Rithm Capital Corp. 2.00% 5,700 $1.6M
7 Sidoxia Capital Management, LLC 2.00% 9,534 $2.7M
8 Aperture Investors, LLC 1.92% 74,295 $21.3M
9 Hodges Capital Management Inc. 1.83% 96,447 $27.6M
10 Rockline Wealth Management, LLC 1.70% 30,939 $8.9M
11 Encompass Capital Advisors LLC 1.62% 158,899 $45.5M
12 Portolan Capital Management, LLC 1.56% 145,631 $41.7M
13 Illumine Investment Management, LLC 1.54% — $2.4M
14 Abacus FCF Advisors LLC 1.37% 26,037 $7.5M
15 Littlejohn Financial Services, INC. 1.29% 6,217 $1.8M
16 Liberty Capital Management, Inc. 1.24% 25,136 $7.2M
17 Pier Capital, LLC 1.22% 32,059 $9.2M
18 Eaton Financial Holdings Company, LLC 1.16% 14,689 $4.2M
19 Chatham Capital Group, INC. 1.07% 29,178 $8.4M
20 Eddie Patel Inc 1.06% 6,210 $1.8M
21 Oberweis Asset Management Inc/ 1.06% 179,521 $51.4M
22 Fortune Financial Advisors, LLC 1.06% 8,625 $2.5M
23 Blackhawk Capital Partners, LLC 1.04% 11,104 $3.2M
24 Steadtrust LLC 0.99% 6,835 $2.0M
25 Virtus Advisers, LLC 0.96% 8,757 $2.5M
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 — 5 quarters in a row: For 5 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?

More buyers than sellers — 87% buying: Last quarter: 556 funds were net buyers (156 opened a brand new position + 400 added to an existing one). Only 82 were sellers (27 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for POWL holders?

Elite ownership — 54% AUM from top-100 funds: 57 of 574 holders are among the 100 largest funds by AUM, controlling 54% 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 — 34% long-term, 36% new: Of the 580 current holders: 197 (34%) held >2 years, 175 held 1–2 years, and 208 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.

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.

Full history →