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Ideal Power
IPWR

15 hedge funds and large institutions have $15.5M invested in Ideal Power in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

51% more capital invested

Capital invested by funds: $10.2M → $15.5M (+$5.25M)

7.14% more ownership

Funds ownership: 13.62% → 20.75% (+7.1%)

12% less funds holding

Funds holding: 17 → 15 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
1
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.05M
2
ACM
AIGH Capital Management
Maryland
+$1.56M
3
PF
Phoenix Financial
Israel
+$1.23M
4
UBS Group
UBS Group
Switzerland
+$369K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$367K

Top Sellers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
-$873K
2
Marshall Wace
Marshall Wace
United Kingdom
-$770K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$126K
4
BlackRock
BlackRock
New York
-$58.1K
5
TRCT
Tower Research Capital (TRC)
New York
-$32K
Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1
Phoenix Financial
Israel
$3.95M +$1.23M +113,955 +58%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.03M +$2.05M +189,592 +390%
AIC
3
AWM Investment Company
New York
$2.99M – – –
ACM
4
AIGH Capital Management
Maryland
$1.83M +$1.56M +144,347 New
BlackRock
5
BlackRock
New York
$1.3M -$58.1K -5,364 -5%
UBS Group
6
UBS Group
Switzerland
$525K +$369K +34,071 +467%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$491K +$119K +10,958 +40%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$430K +$367K +33,850 New
WVP
9
Worth Venture Partners
New Jersey
$427K +$364K +33,572 New
State Street
10
State Street
Massachusetts
$356K +$304K +28,028 New
SPFA
11
Summit Place Financial Advisors
New Jersey
$127K – – –
Wells Fargo
12
Wells Fargo
California
$10K +$3.8K +351 +81%
US Bancorp
13
US Bancorp
Minnesota
$6K – – –
CFB
14
Cullen/Frost Bankers
Texas
$1K – – –
Morgan Stanley
15
Morgan Stanley
New York
$1K – – –
IA
16
Insight Advisors
Pennsylvania
– -$873K -92,350 Closed
Marshall Wace
17
Marshall Wace
United Kingdom
– -$770K -58,187 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– -$126K -9,500 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– -$32K -2,396 Closed
VFA
20
Valeo Financial Advisors
Indiana
– -$24K -1,800 Closed
GWM
21
Geneos Wealth Management
Colorado
– -$2K -300 Closed

IPWR Hedge Fund Activity: Q2 2021 in Review

15 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q2 2021, worth a combined $15.5M — up 51% from $10.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IPWR and 4 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 5 added.

The largest buyer was Vanguard Group, adding an estimated $2.05M. The largest seller was Insight Advisors, exiting entirely with an estimated $873K sold.

  • 15 institutional investors held Ideal Power (IPWR) as of Q2 2021, down from 17 in Q1 2021.
  • Funds reported $15.5M of Ideal Power stock for Q2 2021, up 51% quarter-over-quarter.
  • 4 funds opened new Ideal Power positions in Q2 2021 and 6 closed out, a net change of -2 holders.
  • The largest Ideal Power buyer in Q2 2021 was Vanguard Group, an estimated $2.05M added.
  • The largest Ideal Power seller in Q2 2021 was Insight Advisors, an estimated $873K sold.

Based on aggregated 13F filings for Q2 2021.