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Ideal Power
IPWR

21 hedge funds and large institutions have $12.6M invested in Ideal Power in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 20 → 21 (+1)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.78% less ownership

Funds ownership: 25% → 24.22% (-0.78%)

29% less capital invested

Capital invested by funds: $17.8M → $12.6M (-$5.18M)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GDWAM
Gold Dragon Worldwide Asset Management
Hong Kong
+$728K
2
ACM
AIGH Capital Management
Maryland
+$122K
3
WVP
Worth Venture Partners
New Jersey
+$59K
4
State Street
State Street
Massachusetts
+$11.8K
5
JP Morgan Chase
JP Morgan Chase
New York
+$11.6K

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$1.14M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$75K
3
Morgan Stanley
Morgan Stanley
New York
-$58.4K
4
UBS Group
UBS Group
Switzerland
-$38.9K
5
BlackRock
BlackRock
New York
-$6.74K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$2.07M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02M -$75K -8,411 -4%
ACM
3
AIGH Capital Management
Maryland
$1.88M +$122K +13,636 +7%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.76M +$2.17K +244 +0.1%
PF
5
Phoenix Financial
Israel
$1.61M -$1.14M -127,957 -41%
BlackRock
6
BlackRock
New York
$900K -$6.74K -756 -0.7%
GDWAM
7
Gold Dragon Worldwide Asset Management
Hong Kong
$719K +$728K +81,649 New
WVP
8
Worth Venture Partners
New Jersey
$465K +$59K +6,613 +14%
UBS Group
9
UBS Group
Switzerland
$443K -$38.9K -4,364 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$420K – – –
State Street
11
State Street
Massachusetts
$159K +$11.8K +1,319 +8%
SPFA
12
Summit Place Financial Advisors
New Jersey
$88K – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$11K +$11.6K +1,300 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$9.68K -$4.46K -500 -31%
CAL
15
Capital Analysts LLC
Pennsylvania
$9K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$7K +$4.2K +471 +128%
US Bancorp
17
US Bancorp
Minnesota
$4K – – –
PO
18
Private Ocean
California
$3K +$481 +54 +22%
Morgan Stanley
19
Morgan Stanley
New York
– -$58.4K -6,548 -99%

IPWR Hedge Fund Activity: Q1 2022 in Review

21 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2022, worth a combined $12.6M — down 29% from $17.8M a quarter earlier.

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

The largest buyer was Gold Dragon Worldwide Asset Management, opening a new position worth an estimated $728K. The largest seller was Phoenix Financial, cutting an estimated $1.14M.

  • 21 institutional investors held Ideal Power (IPWR) as of Q1 2022, up from 20 in Q4 2021.
  • Funds reported $12.6M of Ideal Power stock for Q1 2022, down 29% quarter-over-quarter.
  • 2 funds opened new Ideal Power positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest Ideal Power buyer in Q1 2022 was Gold Dragon Worldwide Asset Management, an estimated $728K added.
  • The largest Ideal Power seller in Q1 2022 was Phoenix Financial, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2022.