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Ideal Power
IPWR

20 hedge funds and large institutions have $17.8M invested in Ideal Power in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

11% more funds holding

Funds holding: 18 → 20 (+2)

0.25% more ownership

Funds ownership: 24.75% → 25% (+0.25%)

20% less capital invested

Capital invested by funds: $22.1M → $17.8M (-$4.36M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
AIGH Capital Management
Maryland
+$741K
2
UBS Group
UBS Group
Switzerland
+$176K
3
WVP
Worth Venture Partners
New Jersey
+$170K
4
Morgan Stanley
Morgan Stanley
New York
+$87.6K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$46.2K

Top Sellers

Rank Fund Capital Flow
1
EI
EAM Investors
California
-$1.06M
2
Wells Fargo
Wells Fargo
California
-$20.1K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$19.5K
4
TRCT
Tower Research Capital (TRC)
New York
-$5.58K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.99K
Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1
Phoenix Financial
Israel
$3.75M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.87M -$3.99K -298 -0.1%
AIC
3
AWM Investment Company
New York
$2.84M – – –
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.41M +$46.2K +3,456 +2%
ACM
5
AIGH Capital Management
Maryland
$2.41M +$741K +55,385 +38%
BlackRock
6
BlackRock
New York
$1.24M +$9.61K +718 +0.7%
UBS Group
7
UBS Group
Switzerland
$659K +$176K +13,187 +32%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$576K -$19.5K -1,456 -3%
WVP
9
Worth Venture Partners
New Jersey
$558K +$170K +12,703 +38%
State Street
10
State Street
Massachusetts
$202K – – –
SPFA
11
Summit Place Financial Advisors
New Jersey
$121K – – –
Morgan Stanley
12
Morgan Stanley
New York
$80K +$87.6K +6,549 +13,098%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$19.3K – – –
CAL
14
Capital Analysts LLC
Pennsylvania
$12K +$13.4K +1,000 New
US Bancorp
15
US Bancorp
Minnesota
$6K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$4K -$5.58K -417 -53%
PO
17
Private Ocean
California
$3K +$3.24K +242 New
CFB
18
Cullen/Frost Bankers
Texas
$1K – – –
EI
19
EAM Investors
California
– -$1.06M -69,986 Closed
Wells Fargo
20
Wells Fargo
California
– -$20.1K -1,500 -98%
Bank of America
21
Bank of America
North Carolina
– +$134 +10 New

IPWR Hedge Fund Activity: Q4 2021 in Review

20 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q4 2021, worth a combined $17.8M — down 20% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IPWR positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was AIGH Capital Management, adding an estimated $741K. The largest seller was EAM Investors, exiting entirely with an estimated $1.06M sold.

  • 20 institutional investors held Ideal Power (IPWR) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $17.8M of Ideal Power stock for Q4 2021, down 20% quarter-over-quarter.
  • 3 funds opened new Ideal Power positions in Q4 2021 and 1 closed out, a net change of +2 holders.
  • The largest Ideal Power buyer in Q4 2021 was AIGH Capital Management, an estimated $741K added.
  • The largest Ideal Power seller in Q4 2021 was EAM Investors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2021.