We are live on ! Find out more
IPWR icon

Ideal Power

26 hedge funds and large institutions have $12.5M invested in Ideal Power in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0.21% more ownership

Funds ownership: 20.09%20.3% (+0.21%)

0% more capital invested

Capital invested by funds: $12.5M → $12.5M (+$900)

7% less funds holding

Funds holding: 2826 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
1
Baird Financial Group
Wisconsin
$2.51M +$13.1K +1,131 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.47M
ACM
3
AIGH Capital Management
Maryland
$2.23M
AIC
4
AWM Investment Company
New York
$1.71M -$60.9K -5,239 -3%
BlackRock
5
BlackRock
New York
$1.06M +$5.16K +444 +0.4%
WVP
6
Worth Venture Partners
New Jersey
$550K
UBS Group
7
UBS Group
Switzerland
$532K +$6.5K +559 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$522K
Citadel Advisors
9
Citadel Advisors
Florida
$224K +$249K +21,428 New
AWM
10
AE Wealth Management
Kansas
$194K -$4.3K -370 -2%
State Street
11
State Street
Massachusetts
$189K
B
12
Bailard
California
$188K
Northern Trust
13
Northern Trust
Illinois
$106K +$118K +10,155 New
JP Morgan Chase
14
JP Morgan Chase
New York
$14K +$81 +7 +0.5%
TRCT
15
Tower Research Capital (TRC)
New York
$10K +$6.72K +578 +161%
US Bancorp
16
US Bancorp
Minnesota
$5.22K
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$3.13K
Osaic Holdings
18
Osaic Holdings
Arizona
$3.13K
PO
19
Private Ocean
California
$3.09K
GWM
20
Geneos Wealth Management
Colorado
$2.19K
NA
21
NewEdge Advisors
Louisiana
$1.82K -$152K -13,049 -99%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.16K
CFB
23
Cullen/Frost Bankers
Texas
$523
Morgan Stanley
24
Morgan Stanley
New York
$523
Wells Fargo
25
Wells Fargo
California
$397 +$12 +1 +3%

IPWR Hedge Fund Activity: Q1 2023 in Review

26 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2023, worth a combined $12.5M — up 0.01% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IPWR and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $249K. The largest seller was NewEdge Advisors, cutting an estimated $152K.

  • 26 institutional investors held Ideal Power (IPWR) as of Q1 2023, down from 28 in Q4 2022.
  • Funds reported $12.5M of Ideal Power stock for Q1 2023, up 0.01% quarter-over-quarter.
  • 3 funds opened new Ideal Power positions in Q1 2023 and 5 closed out, a net change of -2 holders.
  • The largest Ideal Power buyer in Q1 2023 was Citadel Advisors, an estimated $249K added.
  • The largest Ideal Power seller in Q1 2023 was NewEdge Advisors, an estimated $152K sold.

Based on aggregated 13F filings for Q1 2023.