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Ideal Power
IPWR

Overview Fund Activity

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.

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

1
GDWAM
1
Gold Dragon Worldwide Asset Management
Hong Kong
$719K
2
ACM
2
AIGH Capital Management
Maryland
$1.88M
3
WVP
3
Worth Venture Partners
New Jersey
$465K
4
State Street
4
State Street
Massachusetts
$159K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11K

Top Sellers

1
PF
1
Phoenix Financial
Israel
$1.61M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02M
3
UBS Group
3
UBS Group
Switzerland
$443K
4
BlackRock
4
BlackRock
New York
$900K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$9.68K
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
1
AWM Investment Company
New York
$2.07M 235,271 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02M 229,154 -8,411 -4%
ACM
3
AIGH Capital Management
Maryland
$1.88M 213,368 +13,636 +7%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.76M 200,375 +244 +0.1%
PF
5
Phoenix Financial
Israel
$1.61M 182,998 -127,957 -41%
BlackRock
6
BlackRock
New York
$900K 102,232 -756 -0.7%
GDWAM
7
Gold Dragon Worldwide Asset Management
Hong Kong
$719K 81,649 +81,649 New
WVP
8
Worth Venture Partners
New Jersey
$465K 52,888 +6,613 +14%
UBS Group
9
UBS Group
Switzerland
$443K 50,297 -4,364 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$420K 47,803 – –
State Street
11
State Street
Massachusetts
$159K 18,047 +1,319 +8%
SPFA
12
Summit Place Financial Advisors
New Jersey
$88K 10,000 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$11K 1,300 +1,300 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$9.68K 1,100 -500 -31%
CAL
15
Capital Analysts LLC
Pennsylvania
$9K 1,000 – –
TRCT
16
Tower Research Capital (TRC)
New York
$7K 840 +471 +128%
US Bancorp
17
US Bancorp
Minnesota
$4K 500 – –
PO
18
Private Ocean
California
$3K 296 +54 +22%
Morgan Stanley
19
Morgan Stanley
New York
$0 51 -6,548 -99%
Bank of America
20
Bank of America
North Carolina
– – -10 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –
CFB
22
Cullen/Frost Bankers
Texas
$0 50 – –
Wells Fargo
23
Wells Fargo
California
$0 33 – –