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Ideal Power
IPWR

Overview Fund Activity

19 hedge funds and large institutions have $15.4M invested in Ideal Power in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$231K
2
Geode Capital Management
Geode Capital Management
Massachusetts
$599K
3
UBS Group
UBS Group
Switzerland
$630K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1K

Top Sellers

1
PF
Phoenix Financial
Israel
$1.1M
2
GDWAM
Gold Dragon Worldwide Asset Management
Hong Kong
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$2.39M
4
BlackRock
BlackRock
New York
$1.23M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
1
AWM Investment Company
New York
$2.88M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.81M – – –
ACM
3
AIGH Capital Management
Maryland
$2.61M – – –
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.39M -$60.5K -4,942 -2%
BlackRock
5
BlackRock
New York
$1.23M -$16.8K -1,370 -1%
PF
6
Phoenix Financial
Israel
$1.1M -$1.14M -93,264 -51%
UBS Group
7
UBS Group
Switzerland
$630K +$14.2K +1,162 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$599K +$14.3K +1,172 +2%
WVP
9
Worth Venture Partners
New Jersey
$584K – – –
AWM
10
AE Wealth Management
Kansas
$231K +$231K +18,900 New
State Street
11
State Street
Massachusetts
$221K – – –
SPFA
12
Summit Place Financial Advisors
New Jersey
$122K – – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$16K – – –
CAL
14
Capital Analysts LLC
Pennsylvania
$12K – – –
US Bancorp
15
US Bancorp
Minnesota
$6K – – –
Morgan Stanley
16
Morgan Stanley
New York
$1K -$20 -1 -2%
CFB
17
Cullen/Frost Bankers
Texas
$1K – – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1K +$1K +111 New
GDWAM
19
Gold Dragon Worldwide Asset Management
Hong Kong
– -$719K -81,649 Closed
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
– -$9.68K -1,100 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– -$7K -840 Closed
PO
22
Private Ocean
California
– -$3K -296 Closed