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Ideal Power
IPWR

Overview Fund Activity

28 hedge funds and large institutions have $12.5M invested in Ideal Power in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$2.56M
2
B
2
Bailard
California
$191K
3
Bank of America
3
Bank of America
North Carolina
$10.8K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$21K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$530K

Top Sellers

1
AIC
1
AWM Investment Company
New York
$1.79M
2
SPFA
2
Summit Place Financial Advisors
New Jersey
$0
3
UBS Group
3
UBS Group
Switzerland
$539K
4
ACM
4
AIGH Capital Management
Maryland
$2.28M
5
WVP
5
Worth Venture Partners
New Jersey
$558K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$2.56M 239,328 +22,768 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.52M 235,975 +105 +0%
ACM
3
AIGH Capital Management
Maryland
$2.28M 213,068 -300 -0.1%
AIC
4
AWM Investment Company
New York
$1.79M 168,520 -42,461 -20%
BlackRock
5
BlackRock
New York
$1.08M 100,532 +395 +0.4%
WVP
6
Worth Venture Partners
New Jersey
$558K 52,588 -300 -0.6%
UBS Group
7
UBS Group
Switzerland
$539K 50,339 -2,460 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$530K 49,999 +716 +1%
AWM
9
AE Wealth Management
Kansas
$202K 18,900 – –
State Street
10
State Street
Massachusetts
$192K 18,047 – –
B
11
Bailard
California
$191K 17,946 +17,946 New
CAL
12
Capital Analysts LLC
Pennsylvania
$21K 2,000 +1,000 +100%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14K 1,300 – –
Bank of America
14
Bank of America
North Carolina
$10.8K 1,012 +1,012 New
US Bancorp
15
US Bancorp
Minnesota
$5.35K 500 – –
TRCT
16
Tower Research Capital (TRC)
New York
$4K 358 +215 +150%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$3.21K 300 – –
PO
18
Private Ocean
California
$3.17K 296 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$3K 300 +300 New
GWM
20
Geneos Wealth Management
Colorado
$2.25K 210 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2K 200 +127 +174%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.18K 111 – –
CFB
23
Cullen/Frost Bankers
Texas
$535 50 – –
Morgan Stanley
24
Morgan Stanley
New York
$535 50 – –
Wells Fargo
25
Wells Fargo
California
$396 37 +1 +3%
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