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
↑ +104
Streak
5Q ▲
Buyers last Q
87%

Smart Money Signals — POWL

Based on 583 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
583 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 — +57% more funds vs a year ago

fund count last 6Q
+212 new funds entered over the past year (+57% 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

559 buying81 selling
Last quarter: 559 funds were net buyers (158 opened a brand new position + 401 added to an existing one). Only 81 were sellers (27 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+52 vs last Q)

new funds entering per quarter
Funds opening a new POWL position: 81 → 76 → 106 → 158. 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 583 current holders: 198 (34%) held >2 years, 175 held 1–2 years, and 210 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 → 158 new funds/Q
New funds entering each quarter: 81 → 76 → 106 → 158. 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 605 holders: 244 (40%) are 2+ year veterans, 108 entered 1–2 years ago, and 253 (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 577 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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, 559 hedge funds were net buyers of POWL (158 opened a new position, 401 added to an existing one), while 81 reduced or exited (27 trimmed, 54 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: +104 funds (more new holders than closures). Total institutional holders: 583.

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 Q2 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 June 30, 2026 · 87d ago
POWL
-32.7%
XLI
-8.2%

POWL outperformed XLI by -24.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
POWL
-9.7%
XLI
-8.8%

Since the filing became public, POWL outperformed XLI by -0.9% .

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 ?
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

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Financial Highlights

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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: 559 funds were net buyers (158 opened a brand new position + 401 added to an existing one). Only 81 were sellers (27 trimmed + 54 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 577 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 583 current holders: 198 (34%) held >2 years, 175 held 1–2 years, and 210 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 Q2 hedge fund 13F filings?

As of today, POWL has moved -9.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -8.8% for the XLI sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), POWL has gained -32.7% vs -8.2% 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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