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Ideal Power
IPWR

24 hedge funds and large institutions have $12.4M invested in Ideal Power in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

26% more funds holding

Funds holding: 19 → 24 (+5)

1.2% less ownership

Funds ownership: 21.48% → 20.27% (-1.2%)

20% less capital invested

Capital invested by funds: $15.4M → $12.4M (-$3.06M)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$260K
2
NA
NewEdge Advisors
Louisiana
+$162K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$82.6K
4
UBS Group
UBS Group
Switzerland
+$16.5K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.79K

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$1.1M
2
AIC
AWM Investment Company
New York
-$299K
3
BlackRock
BlackRock
New York
-$8.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44M +$82.6K +6,716 +3%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.24M +$260K +21,127 +11%
ACM
3
AIGH Capital Management
Maryland
$2.21M – – –
AIC
4
AWM Investment Company
New York
$2.18M -$299K -24,290 -10%
BlackRock
5
BlackRock
New York
$1.04M -$8.92K -725 -0.7%
WVP
6
Worth Venture Partners
New Jersey
$547K – – –
UBS Group
7
UBS Group
Switzerland
$547K +$16.5K +1,340 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$510K +$3.79K +308 +0.6%
AWM
9
AE Wealth Management
Kansas
$196K – – –
State Street
10
State Street
Massachusetts
$187K – – –
NA
11
NewEdge Advisors
Louisiana
$136K +$162K +13,166 New
SPFA
12
Summit Place Financial Advisors
New Jersey
$104K – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$13K – – –
CAL
14
Capital Analysts LLC
Pennsylvania
$10K – – –
US Bancorp
15
US Bancorp
Minnesota
$5K – – –
PO
16
Private Ocean
California
$3K +$3.64K +296 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$3K +$3.69K +300 New
GWM
18
Geneos Wealth Management
Colorado
$2K +$2.58K +210 New
CFB
19
Cullen/Frost Bankers
Texas
$1K – – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1K – – –
Morgan Stanley
21
Morgan Stanley
New York
$1K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K +$898 +73 New
TRCT
23
Tower Research Capital (TRC)
New York
$1K +$1.76K +143 New
PF
24
Phoenix Financial
Israel
– -$1.1M -89,734 Closed

IPWR Hedge Fund Activity: Q3 2022 in Review

24 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q3 2022, worth a combined $12.4M — down 20% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IPWR positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $260K. The largest seller was Phoenix Financial, exiting entirely with an estimated $1.1M sold.

  • 24 institutional investors held Ideal Power (IPWR) as of Q3 2022, up from 19 in Q2 2022.
  • Funds reported $12.4M of Ideal Power stock for Q3 2022, down 20% quarter-over-quarter.
  • 6 funds opened new Ideal Power positions in Q3 2022 and 1 closed out, a net change of +5 holders.
  • The largest Ideal Power buyer in Q3 2022 was Baird Financial Group, an estimated $260K added.
  • The largest Ideal Power seller in Q3 2022 was Phoenix Financial, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2022.