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Ideal Power
IPWR

Overview Fund Activity

26 hedge funds and large institutions have $9.86M invested in Ideal Power in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$1.12M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$523K
3
B
Bailard
California
$218K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8K
5
Osaic Holdings
Osaic Holdings
Arizona
$5.82K

Top Sellers

1
ACM
AIGH Capital Management
Maryland
$894K
2
Baird Financial Group
Baird Financial Group
Wisconsin
$2.08M
3
WVP
Worth Venture Partners
New Jersey
$227K
4
TRCT
Tower Research Capital (TRC)
New York
$8.01K
5
UBS Group
UBS Group
Switzerland
$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29M – – –
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.08M -$183K -18,892 -8%
AIC
3
AWM Investment Company
New York
$1.6M – – –
BlackRock
4
BlackRock
New York
$1.12M +$131K +13,487 +13%
ACM
5
AIGH Capital Management
Maryland
$894K -$626K -64,414 -41%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$523K +$33.8K +3,455 +7%
UBS Group
7
UBS Group
Switzerland
$485K -$6.18K -637 -1%
WVP
8
Worth Venture Partners
New Jersey
$227K -$152K -15,480 -40%
B
9
Bailard
California
$218K +$30.8K +3,181 +16%
State Street
10
State Street
Massachusetts
$177K – – –
AWM
11
AE Wealth Management
Kansas
$102K – – –
Northern Trust
12
Northern Trust
Illinois
$97.3K -$902 -93 -0.9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$12.8K +$59 +6 +0.5%
TRCT
14
Tower Research Capital (TRC)
New York
$8.01K -$7.04K -726 -47%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8K +$6.67K +680 +500%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.82K +$2.91K +300 +100%
US Bancorp
17
US Bancorp
Minnesota
$4.85K – – –
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$2.91K – – –
GWM
19
Geneos Wealth Management
Colorado
$2.04K – – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.46K – – –
CFB
21
Cullen/Frost Bankers
Texas
$485 – – –
Morgan Stanley
22
Morgan Stanley
New York
$485 – – –
CFS
23
CGC Financial Services
Oregon
$436 – – –
Wells Fargo
24
Wells Fargo
California
$388 +$10 +1 +3%
CAS
25
Coppell Advisory Solutions
Texas
$353 -$685 -64 -66%
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