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Ideal Power
IPWR

18 hedge funds and large institutions have $22.1M invested in Ideal Power in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $15.5M → $22.1M (+$6.63M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

20% more funds holding

Funds holding: 15 → 18 (+3)

4% more ownership

Funds ownership: 20.75% → 24.75% (+4%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.43M
2
EI
EAM Investors
California
+$1.04M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$158K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$23.9K
5
TRCT
Tower Research Capital (TRC)
New York
+$11.7K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$169K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.3K
3
BlackRock
BlackRock
New York
-$5.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1
Phoenix Financial
Israel
$4.73M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.62M -$5.3K -355 -0.1%
AIC
3
AWM Investment Company
New York
$3.58M – – –
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.99M +$2.43M +162,825 +481%
ACM
5
AIGH Capital Management
Maryland
$2.2M – – –
BlackRock
6
BlackRock
New York
$1.56M -$5.01K -336 -0.3%
EI
7
EAM Investors
California
$1.06M +$1.04M +69,986 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$749K +$158K +10,597 +27%
UBS Group
9
UBS Group
Switzerland
$632K +$1.54K +103 +0.2%
WVP
10
Worth Venture Partners
New Jersey
$511K – – –
State Street
11
State Street
Massachusetts
$255K -$169K -11,300 -40%
SPFA
12
Summit Place Financial Advisors
New Jersey
$152K – – –
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$24.4K +$23.9K +1,600 New
Wells Fargo
14
Wells Fargo
California
$24K +$11.2K +751 +96%
TRCT
15
Tower Research Capital (TRC)
New York
$12K +$11.7K +786 New
US Bancorp
16
US Bancorp
Minnesota
$8K – – –
CFB
17
Cullen/Frost Bankers
Texas
$1K – – –
Morgan Stanley
18
Morgan Stanley
New York
$1K – – –

IPWR Hedge Fund Activity: Q3 2021 in Review

18 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q3 2021, worth a combined $22.1M — up 43% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IPWR positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $2.43M. The largest seller was State Street, cutting an estimated $169K.

  • 18 institutional investors held Ideal Power (IPWR) as of Q3 2021, up from 15 in Q2 2021.
  • Funds reported $22.1M of Ideal Power stock for Q3 2021, up 43% quarter-over-quarter.
  • 3 funds opened new Ideal Power positions in Q3 2021 and 0 closed out, a net change of +3 holders.
  • The largest Ideal Power buyer in Q3 2021 was Baird Financial Group, an estimated $2.43M added.
  • The largest Ideal Power seller in Q3 2021 was State Street, an estimated $169K sold.

Based on aggregated 13F filings for Q3 2021.