Ideal Power
IPWR
10 hedge funds and large institutions have $2.96M invested in Ideal Power in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
98% more capital invested
Capital invested by funds: $1.49M → $2.96M (+$1.47M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
5.74% more ownership
Funds ownership: 10.73% → 16.47% (+5.7%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
+$1.01M |
| 2 |
AIC
AWM Investment Company
New York
|
+$574K |
| 3 |
Renaissance Technologies
New York
|
+$81.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.2K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$12K |
| 2 |
Morgan Stanley
New York
|
-$2.68K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.25K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
1
AWM Investment Company
New York
| $1.77M | +$574K | +85,607 | +43% |
|
|
WVP
2
Worth Venture Partners
Fort Lee,
New Jersey
| $1.09M | +$1.01M | +151,248 | +625% |
|
|
3
Renaissance Technologies
New York
| $76K | +$81.8K | +12,200 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $20K | +$18.2K | +2,707 | +528% |
|
5
BlackRock
New York
| $4K | – | – | – |
|
|
WEC
6
Winslow Evans & Crocker
Boston,
Massachusetts
| $3K | – | – | – |
|
|
7
US Bancorp
Minneapolis,
Minnesota
| $3K | +$2.94K | +438 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $2K | -$2.25K | -336 | -47% |
|
|
CAN
9
Cetera Advisor Networks
El Segundo,
California
| – | -$12K | -1,900 | Closed |
|
|
10
Morgan Stanley
New York
| – | -$2.68K | -400 | -89% |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -350 | Closed |
|
IPWR Hedge Fund Activity: Q3 2020 in Review
10 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q3 2020, worth a combined $2.96M — up 98% from $1.49M a quarter earlier.
Fund positioning in IPWR was balanced in Q3 2020: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Worth Venture Partners, adding an estimated $1.01M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $12K sold.
- 10 institutional investors held Ideal Power (IPWR) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $2.96M of Ideal Power stock for Q3 2020, up 98% quarter-over-quarter.
- 2 funds opened new Ideal Power positions in Q3 2020 and 2 closed out, a net change of 0 holders.
- The largest Ideal Power buyer in Q3 2020 was Worth Venture Partners, an estimated $1.01M added.
- The largest Ideal Power seller in Q3 2020 was Cetera Advisor Networks, an estimated $12K sold.
Based on aggregated 13F filings for Q3 2020.