Ideal Power
IPWR
26 hedge funds and large institutions have $12.5M invested in Ideal Power in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
0.21% more ownership
Funds ownership: 20.09% → 20.3% (+0.21%)
0% more capital invested
Capital invested by funds: $12.5M → $12.5M (+$900)
7% less funds holding
Funds holding: 28 → 26 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$249K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$118K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$13.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.72K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$152K |
| 2 |
AIC
AWM Investment Company
New York
|
-$60.9K |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$21K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.8K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $261 | +$291 | +25 | New |
|
|
CAL
27
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$21K | -2,000 | Closed |
|
|
28
Bank of America
Charlotte,
North Carolina
| – | -$10.8K | -1,012 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -200 | Closed |
|
|
CAS
30
Coppell Advisory Solutions
Coppell,
Texas
| – | -$353 | -33 | Closed |
|
|
CASC
31
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$353 | -33 | Closed |
|
IPWR Hedge Fund Activity: Q1 2023 in Review
26 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2023, worth a combined $12.5M — up 0.01% from $12.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IPWR and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $249K. The largest seller was NewEdge Advisors, cutting an estimated $152K.
- 26 institutional investors held Ideal Power (IPWR) as of Q1 2023, down from 28 in Q4 2022.
- Funds reported $12.5M of Ideal Power stock for Q1 2023, up 0.01% quarter-over-quarter.
- 3 funds opened new Ideal Power positions in Q1 2023 and 5 closed out, a net change of -2 holders.
- The largest Ideal Power buyer in Q1 2023 was Citadel Advisors, an estimated $249K added.
- The largest Ideal Power seller in Q1 2023 was NewEdge Advisors, an estimated $152K sold.
Based on aggregated 13F filings for Q1 2023.