We are live on ! Find out more
IPWR icon

Ideal Power

17 hedge funds and large institutions have $10.2M invested in Ideal Power in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

21% more funds holding

Funds holding: 1417 (+3)

3% less capital invested

Capital invested by funds: $10.5M → $10.2M (-$290K)

29.59% less ownership

Funds ownership: 43.21%13.62% (-30%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1
AWM Investment Company
New York
$3.12M -$749K -49,522 -17%
PF
2
Phoenix Financial
Israel
$2.61M +$2.98M +197,000 New
BlackRock
3
BlackRock
New York
$1.43M +$1.62M +107,334 +16,876%
IA
4
Insight Advisors
Pennsylvania
$873K +$1.4M +92,350 New
Marshall Wace
5
Marshall Wace
United Kingdom
$770K +$880K +58,187 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$643K +$362K +23,925 +97%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$366K +$419K +27,704 New
SPFA
8
Summit Place Financial Advisors
New Jersey
$132K +$151K +10,000 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$126K +$144K +9,500 New
UBS Group
10
UBS Group
Switzerland
$97K +$86.2K +5,702 +357%
TRCT
11
Tower Research Capital (TRC)
New York
$32K +$27.8K +1,842 +332%
VFA
12
Valeo Financial Advisors
Indiana
$24K +$27.2K +1,800 New
US Bancorp
13
US Bancorp
Minnesota
$7K
Wells Fargo
14
Wells Fargo
California
$5K -$127K -8,431 -95%
GWM
15
Geneos Wealth Management
Colorado
$2K -$3.02K -200 -40%
CFB
16
Cullen/Frost Bankers
Texas
$1K
Morgan Stanley
17
Morgan Stanley
New York
$1K
ACM
18
AIGH Capital Management
Maryland
-$6.16M -753,970 Closed
WVP
19
Worth Venture Partners
New Jersey
-$1.43M -174,870 Closed
Renaissance Technologies
20
Renaissance Technologies
New York
-$293K -35,900 Closed

IPWR Hedge Fund Activity: Q1 2021 in Review

17 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2021, worth a combined $10.2M — down 2.8% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IPWR positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $2.98M. The largest seller was AIGH Capital Management, exiting entirely with an estimated $6.16M sold.

  • 17 institutional investors held Ideal Power (IPWR) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $10.2M of Ideal Power stock for Q1 2021, down 2.8% quarter-over-quarter.
  • 7 funds opened new Ideal Power positions in Q1 2021 and 3 closed out, a net change of +4 holders.
  • The largest Ideal Power buyer in Q1 2021 was Phoenix Financial, an estimated $2.98M added.
  • The largest Ideal Power seller in Q1 2021 was AIGH Capital Management, an estimated $6.16M sold.

Based on aggregated 13F filings for Q1 2021.