Ideal Power
IPWR
20 hedge funds and large institutions have $8.98M invested in Ideal Power in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.
2.85% more ownership
Funds ownership: 0% → 2.85% (+2.9%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
17% less funds holding
Funds holding: 24 → 20 (-4)
40% less capital invested
Capital invested by funds: $14.9M → $8.98M (-$5.87M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$118K |
| 2 |
Bank of New York Mellon
New York
|
+$66.7K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$57.5K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$17K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$4.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$512K |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$129K |
| 3 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
-$103K |
| 4 |
GH
GAM Holding
Zurich,
Switzerland
|
-$93K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | -$1.76K | -40 | Closed |
|
IPWR Hedge Fund Activity: Q4 2016 in Review
20 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q4 2016, worth a combined $8.98M — down 40% from $14.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IPWR and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $118K. The largest seller was Robeco Schweiz, cutting an estimated $512K.
- 20 institutional investors held Ideal Power (IPWR) as of Q4 2016, down from 24 in Q3 2016.
- Funds reported $8.98M of Ideal Power stock for Q4 2016, down 40% quarter-over-quarter.
- 3 funds opened new Ideal Power positions in Q4 2016 and 6 closed out, a net change of -3 holders.
- The largest Ideal Power buyer in Q4 2016 was Commonwealth Equity Services, an estimated $118K added.
- The largest Ideal Power seller in Q4 2016 was Robeco Schweiz, an estimated $512K sold.
Based on aggregated 13F filings for Q4 2016.