Ideal Power
IPWR
22 hedge funds and large institutions have $13.3M invested in Ideal Power in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
7.67% less ownership
Funds ownership: 32.26% → 24.59% (-7.7%)
19% less funds holding
Funds holding: 27 → 22 (-5)
23% less capital invested
Capital invested by funds: $17.3M → $13.3M (-$3.92M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$406K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$85K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$63.4K |
| 4 |
BlackRock
New York
|
+$30.1K |
| 5 |
B
Bailard
Foster City,
California
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Timelo Investment Management
Aurora,
Ontario, Canada
|
-$890K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$98.2K |
| 3 |
VF
Virtu Financial
New York
|
-$90K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$77.9K |
| 5 |
JP Morgan Chase
New York
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
JP Morgan Chase
New York
| – | -$11.7K | -1,314 | Closed |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8.9K | -1,000 | Closed |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2.67K | -300 | Closed |
|
|
OPTFSNA
29
Old Point Trust & Financial Services N A
Newport News,
Virginia
| – | -$2.23K | -250 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | -$383 | -43 | Closed |
|
IPWR Hedge Fund Activity: Q2 2024 in Review
22 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q2 2024, worth a combined $13.3M — down 23% from $17.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IPWR and 3 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was Vanguard Group, adding an estimated $406K. The largest seller was Timelo Investment Management, exiting entirely with an estimated $890K sold.
- 22 institutional investors held Ideal Power (IPWR) as of Q2 2024, down from 27 in Q1 2024.
- Funds reported $13.3M of Ideal Power stock for Q2 2024, down 23% quarter-over-quarter.
- 3 funds opened new Ideal Power positions in Q2 2024 and 8 closed out, a net change of -5 holders.
- The largest Ideal Power buyer in Q2 2024 was Vanguard Group, an estimated $406K added.
- The largest Ideal Power seller in Q2 2024 was Timelo Investment Management, an estimated $890K sold.
Based on aggregated 13F filings for Q2 2024.