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Ideal Power
IPWR

12 hedge funds and large institutions have $617K invested in Ideal Power in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

84% more capital invested

Capital invested by funds: $336K → $617K (+$281K)

0.28% more ownership

Funds ownership: 0.98% → 1.26% (+0.28%)

29% less funds holding

Funds holding: 17 → 12 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
12
Holders Change
-5
Holders Change %
-29.41%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$231K
2
Citadel Advisors
Citadel Advisors
Florida
+$13K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.49K
4
Northern Trust
Northern Trust
Illinois
+$379
5
CFB
Cullen/Frost Bankers
Texas
+$189

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$39.8K
2
VF
Virtu Financial
New York
-$17.9K
3
UBS Group
UBS Group
Switzerland
-$17K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8K
5
Macquarie Group
Macquarie Group
Australia
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$501K +$231K +60,843 +74%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34K -$39.8K -10,510 -52%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$22K – – –
Citadel Advisors
4
Citadel Advisors
Florida
$17K +$13K +3,419 +220%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$16K +$7.49K +1,977 +77%
AL
6
Aspiriant LLC
California
$7K – – –
Northern Trust
7
Northern Trust
Illinois
$7K +$379 +100 +5%
VF
8
Virtu Financial
New York
$5K -$17.9K -4,719 -76%
CAN
9
Cetera Advisor Networks
California
$5K – – –
BlackRock
10
BlackRock
New York
$2K +$178 +47 +9%
Morgan Stanley
11
Morgan Stanley
New York
$1K – – –
UBS Group
12
UBS Group
Switzerland
– -$17K -6,899 Closed
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
– -$8K -3,436 Closed
Macquarie Group
14
Macquarie Group
Australia
– -$2K -790 Closed
Barclays
15
Barclays
United Kingdom
– -$1K -510 Closed
SIAG
16
Signet Investment Advisory Group
Rhode Island
– -$1K -500 Closed
CFB
17
Cullen/Frost Bankers
Texas
– +$189 +50 New

IPWR Hedge Fund Activity: Q1 2019 in Review

12 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2019, worth a combined $617K — up 84% from $336K a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IPWR and 1 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was AWM Investment Company, adding an estimated $231K. The largest seller was Vanguard Group, cutting an estimated $39.8K.

  • 12 institutional investors held Ideal Power (IPWR) as of Q1 2019, down from 17 in Q4 2018.
  • Funds reported $617K of Ideal Power stock for Q1 2019, up 84% quarter-over-quarter.
  • 1 fund opened new Ideal Power positions in Q1 2019 and 6 closed out, a net change of -5 holders.
  • The largest Ideal Power buyer in Q1 2019 was AWM Investment Company, an estimated $231K added.
  • The largest Ideal Power seller in Q1 2019 was Vanguard Group, an estimated $39.8K sold.

Based on aggregated 13F filings for Q1 2019.