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Ideal Power
IPWR

15 hedge funds and large institutions have $5M invested in Ideal Power in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 15 → 15 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.01% less ownership

Funds ownership: 1.71% → 1.7% (-0.01%)

34% less capital invested

Capital invested by funds: $7.55M → $5M (-$2.55M)

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.7K
2
BlackRock
BlackRock
New York
+$14.5K
3
UBS Group
UBS Group
Switzerland
+$6.73K
4
Morgan Stanley
Morgan Stanley
New York
+$145

Top Sellers

Rank Fund Capital Flow
1
ECP
Electron Capital Partners
New York
-$88K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$42.1K
3
SST
S Squared Technology
New York
-$26.5K
4
TRCT
Tower Research Capital (TRC)
New York
-$96
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$2.83M – – –
SST
2
S Squared Technology
New York
$1.21M -$26.5K -1,098 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$270K -$42.1K -1,747 -12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$138K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$124K – – –
Luther King Capital Management (LKCM)
6
Luther King Capital Management (LKCM)
Texas
$124K – – –
BlackRock
7
BlackRock
New York
$71K +$14.5K +603 +22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$62K +$70.7K +2,931 New
TDC
9
Thompson Davis & Co
Virginia
$45K – – –
GH
10
GAM Holding
Switzerland
$42K – – –
AAM
11
Auxier Asset Management
Oregon
$30K – – –
CAN
12
Cetera Advisor Networks
California
$23K – – –
Northern Trust
13
Northern Trust
Illinois
$23K – – –
UBS Group
14
UBS Group
Switzerland
$6K +$6.73K +279 New
Morgan Stanley
15
Morgan Stanley
New York
$4K +$145 +6 +3%
ECP
16
Electron Capital Partners
New York
– -$88K -2,696 Closed
TRCT
17
Tower Research Capital (TRC)
New York
– -$96 -4 Closed

IPWR Hedge Fund Activity: Q2 2017 in Review

15 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q2 2017, worth a combined $5M — down 34% from $7.55M a quarter earlier.

Fund positioning in IPWR was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $70.7K. The largest seller was Electron Capital Partners, exiting entirely with an estimated $88K sold.

  • 15 institutional investors held Ideal Power (IPWR) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $5M of Ideal Power stock for Q2 2017, down 34% quarter-over-quarter.
  • 2 funds opened new Ideal Power positions in Q2 2017 and 2 closed out, a net change of 0 holders.
  • The largest Ideal Power buyer in Q2 2017 was Bank of New York Mellon, an estimated $70.7K added.
  • The largest Ideal Power seller in Q2 2017 was Electron Capital Partners, an estimated $88K sold.

Based on aggregated 13F filings for Q2 2017.