Ideal Power
IPWR
15 hedge funds and large institutions have $7.55M invested in Ideal Power in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
1.14% less ownership
Funds ownership: 2.85% → 1.71% (-1.1%)
16% less capital invested
Capital invested by funds: $8.98M → $7.55M (-$1.44M)
25% less funds holding
Funds holding: 20 → 15 (-5)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$163K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$105K |
| 3 |
BlackRock
New York
|
+$75.6K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$30.3K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
-$925K |
| 2 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$250K |
| 3 |
Bank of New York Mellon
New York
|
-$50K |
| 4 |
Goldman Sachs
New York
|
-$36K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$6.4K |
IPWR Hedge Fund Activity: Q1 2017 in Review
15 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2017, worth a combined $7.55M — down 16% from $8.98M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IPWR and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Luther King Capital Management (LKCM), opening a new position worth an estimated $163K. The largest seller was AWM Investment Company, cutting an estimated $925K.
- 15 institutional investors held Ideal Power (IPWR) as of Q1 2017, down from 20 in Q4 2016.
- Funds reported $7.55M of Ideal Power stock for Q1 2017, down 16% quarter-over-quarter.
- 3 funds opened new Ideal Power positions in Q1 2017 and 6 closed out, a net change of -3 holders.
- The largest Ideal Power buyer in Q1 2017 was Luther King Capital Management (LKCM), an estimated $163K added.
- The largest Ideal Power seller in Q1 2017 was AWM Investment Company, an estimated $925K sold.
Based on aggregated 13F filings for Q1 2017.