Ideal Power
IPWR
7 hedge funds and large institutions have $651K invested in Ideal Power in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 7 closing their positions.
14.59% more ownership
Funds ownership: 1.85% → 16.44% (+15%)
23% less capital invested
Capital invested by funds: $846K → $651K (-$195K)
42% less funds holding
Funds holding: 12 → 7 (-5)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$839 |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$256 |
| 3 |
BlackRock
New York
|
+$94 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$31K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$20K |
| 3 |
AIC
AWM Investment Company
New York
|
-$11.3K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
1
AWM Investment Company
New York
| $646K | -$11.3K | -3,148 | -1% |
|
|
2
BlackRock
New York
| $2K | +$94 | +26 | +4% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1K | -$7.1K | -1,973 | -81% |
|
4
Morgan Stanley
New York
| $1K | – | – | – |
|
|
5
Victory Capital Management
San Antonio,
Texas
| $1K | +$839 | +233 | New |
|
|
6
Vanguard Group
Malvern,
Pennsylvania
| – | -$31K | -9,880 | Closed |
|
|
7
Geode Capital Management
Boston,
Massachusetts
| – | -$20K | -6,528 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$9K | -2,841 | Closed |
|
9
Northern Trust
Chicago,
Illinois
| – | -$6K | -1,993 | Closed |
|
|
AL
10
Aspiriant LLC
Los Angeles,
California
| – | -$6K | -1,970 | Closed |
|
|
CAN
11
Cetera Advisor Networks
El Segundo,
California
| – | -$6K | -1,900 | Closed |
|
12
Citadel Advisors
Miami,
Florida
| – | -$3K | -1,021 | Closed |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | +$256 | +71 | New |
|
IPWR Hedge Fund Activity: Q3 2019 in Review
7 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q3 2019, worth a combined $651K — down 23% from $846K a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IPWR and 2 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $839. The largest seller was Vanguard Group, exiting entirely with an estimated $31K sold.
- 7 institutional investors held Ideal Power (IPWR) as of Q3 2019, down from 12 in Q2 2019.
- Funds reported $651K of Ideal Power stock for Q3 2019, down 23% quarter-over-quarter.
- 2 funds opened new Ideal Power positions in Q3 2019 and 7 closed out, a net change of -5 holders.
- The largest Ideal Power buyer in Q3 2019 was Victory Capital Management, an estimated $839 added.
- The largest Ideal Power seller in Q3 2019 was Vanguard Group, an estimated $31K sold.
Based on aggregated 13F filings for Q3 2019.