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Ideal Power
IPWR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$2.56M
2
B
2
Bailard
California
$191K
3
Bank of America
3
Bank of America
North Carolina
$10.8K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$21K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$530K

Top Sellers

1
AIC
1
AWM Investment Company
New York
$1.79M
2
SPFA
2
Summit Place Financial Advisors
New Jersey
$0
3
UBS Group
3
UBS Group
Switzerland
$539K
4
ACM
4
AIGH Capital Management
Maryland
$2.28M
5
WVP
5
Worth Venture Partners
New Jersey
$558K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
26
Coppell Advisory Solutions
Texas
$353 +$353 +33 New
CASC
27
Coppell Advisory Solutions Corp
Texas
$353 +$353 +33 New
NA
28
NewEdge Advisors
Louisiana
$141 +$1 +57 +0.4%
SPFA
29
Summit Place Financial Advisors
New Jersey
– -$104K -10,000 Closed
1
2