Ideal Power
IPWR
28 hedge funds and large institutions have $12.5M invested in Ideal Power in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
17% more funds holding
Funds holding: 24 → 28 (+4)
1% more capital invested
Capital invested by funds: $12.4M → $12.5M (+$136K)
0.18% less ownership
Funds ownership: 20.27% → 20.09% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$257K |
| 2 |
B
Bailard
Foster City,
California
|
+$202K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.4K |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$11.3K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
-$479K |
| 2 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
-$104K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.7K |
| 4 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
-$3.38K |
| 5 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
-$3.38K |
IPWR Hedge Fund Activity: Q4 2022 in Review
28 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q4 2022, worth a combined $12.5M — up 1.1% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IPWR positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $257K. The largest seller was AWM Investment Company, cutting an estimated $479K.
- 28 institutional investors held Ideal Power (IPWR) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $12.5M of Ideal Power stock for Q4 2022, up 1.1% quarter-over-quarter.
- 5 funds opened new Ideal Power positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Ideal Power buyer in Q4 2022 was Baird Financial Group, an estimated $257K added.
- The largest Ideal Power seller in Q4 2022 was AWM Investment Company, an estimated $479K sold.
Based on aggregated 13F filings for Q4 2022.