Ideal Power
IPWR
12 hedge funds and large institutions have $846K invested in Ideal Power in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
37% more capital invested
Capital invested by funds: $617K → $846K (+$229K)
0.59% more ownership
Funds ownership: 1.26% → 1.85% (+0.59%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$396K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.59K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.98K |
| 4 |
BlackRock
New York
|
+$222 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$15.7K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.77K |
| 3 |
VF
Virtu Financial
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
1
AWM Investment Company
New York
| $754K | +$396K | +100,000 | +70% |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $31K | – | – | – |
|
3
Geode Capital Management
Boston,
Massachusetts
| $20K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $9K | -$6.77K | -1,710 | -38% |
|
|
5
UBS Group
Zurich,
Switzerland
| $8K | +$9.59K | +2,423 | New |
|
|
AL
6
Aspiriant LLC
Los Angeles,
California
| $6K | – | – | – |
|
7
Northern Trust
Chicago,
Illinois
| $6K | – | – | – |
|
|
CAN
8
Cetera Advisor Networks
El Segundo,
California
| $6K | +$1.98K | +500 | +36% |
|
|
9
Citadel Advisors
Miami,
Florida
| $3K | -$15.7K | -3,953 | -79% |
|
|
10
BlackRock
New York
| $2K | +$222 | +56 | +10% |
|
11
Morgan Stanley
New York
| $1K | – | – | – |
|
|
VF
12
Virtu Financial
New York
| – | -$5K | -1,513 | Closed |
|
IPWR Hedge Fund Activity: Q2 2019 in Review
12 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q2 2019, worth a combined $846K — up 37% from $617K a quarter earlier.
Fund positioning in IPWR was balanced in Q2 2019: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was AWM Investment Company, adding an estimated $396K. The largest seller was Citadel Advisors, cutting an estimated $15.7K.
- 12 institutional investors held Ideal Power (IPWR) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $846K of Ideal Power stock for Q2 2019, up 37% quarter-over-quarter.
- 1 fund opened new Ideal Power positions in Q2 2019 and 1 closed out, a net change of 0 holders.
- The largest Ideal Power buyer in Q2 2019 was AWM Investment Company, an estimated $396K added.
- The largest Ideal Power seller in Q2 2019 was Citadel Advisors, an estimated $15.7K sold.
Based on aggregated 13F filings for Q2 2019.