Ideal Power
IPWR
26 hedge funds and large institutions have $12.9M invested in Ideal Power in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.
3% more capital invested
Capital invested by funds: $12.5M → $12.9M (+$382K)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.87% less ownership
Funds ownership: 20.3% → 18.43% (-1.9%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$14.5K |
| 2 |
BlackRock
New York
|
+$13.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.42K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.42K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
-$591K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$224K |
| 3 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
-$145K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$83.3K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$77.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $425 | +$375 | +36 | New |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$224K | -21,428 | Closed |
|
|
PO
28
Private Ocean
San Rafael,
California
| – | -$3.09K | -296 | Closed |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.82K | -174 | Closed |
|
|
AA
30
Ancora Advisors
Cleveland,
Ohio
| – | -$261 | -25 | Closed |
|
IPWR Hedge Fund Activity: Q2 2023 in Review
26 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q2 2023, worth a combined $12.9M — up 3.1% from $12.5M a quarter earlier.
Fund positioning in IPWR was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Bailard, adding an estimated $14.5K. The largest seller was AIGH Capital Management, cutting an estimated $591K.
- 26 institutional investors held Ideal Power (IPWR) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $12.9M of Ideal Power stock for Q2 2023, up 3.1% quarter-over-quarter.
- 4 funds opened new Ideal Power positions in Q2 2023 and 4 closed out, a net change of 0 holders.
- The largest Ideal Power buyer in Q2 2023 was Bailard, an estimated $14.5K added.
- The largest Ideal Power seller in Q2 2023 was AIGH Capital Management, an estimated $591K sold.
Based on aggregated 13F filings for Q2 2023.