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Ideal Power
IPWR

Overview Fund Activity

21 hedge funds and large institutions have $4.88M invested in Ideal Power in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$417K
2
VF
2
Virtu Financial
New York
$32K
3
Wells Fargo
3
Wells Fargo
California
$21K
4
CAN
4
Cetera Advisor Networks
California
$37K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$174K

Top Sellers

1
AIC
1
AWM Investment Company
New York
$2.1M
2
GH
2
GAM Holding
Switzerland
$0
3
BlackRock
3
BlackRock
New York
$84K
4
Morgan Stanley
4
Morgan Stanley
New York
$5K
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
1
AWM Investment Company
New York
$2.1M 811,635 -535,000 -40%
SST
2
S Squared Technology
New York
$1.49M 575,720 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$417K 161,143 +32,800 +26%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$174K 67,363 +1,600 +2%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$153K 59,100 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$153K 59,328 – –
BlackRock
7
BlackRock
New York
$84K 32,233 -1,218 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$76K 29,309 – –
TDC
9
Thompson Davis & Co
Virginia
$56K 21,647 – –
AAM
10
Auxier Asset Management
Oregon
$37K 14,383 – –
CAN
11
Cetera Advisor Networks
California
$37K 14,000 +3,000 +27%
VF
12
Virtu Financial
New York
$32K 12,352 +12,352 New
Northern Trust
13
Northern Trust
Illinois
$28K 10,720 – –
Wells Fargo
14
Wells Fargo
California
$21K 8,000 +8,000 New
UBS Group
15
UBS Group
Switzerland
$8K 3,173 +383 +14%
Morgan Stanley
16
Morgan Stanley
New York
$5K 2,000 -63 -3%
TRCT
17
Tower Research Capital (TRC)
New York
$1K 400 +400 New
OAJ
18
Ogorek Anthony Joseph
New York
$1K 500 +500 New
TCM
19
Tradewinds Capital Management
Washington
$1K 500 +500 New
GH
20
GAM Holding
Switzerland
– – -19,800 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$0 9 +9 New
Deutsche Bank
22
Deutsche Bank
Germany
$0 140 +140 New