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Ideal Power
IPWR

Overview Fund Activity

25 hedge funds and large institutions have $7.54M invested in Ideal Power in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$110K
3
Citadel Advisors
Citadel Advisors
Florida
$93.9K
4
Northern Trust
Northern Trust
Illinois
$167K
5
UBS Group
UBS Group
Switzerland
$404K

Top Sellers

1
ACM
AIGH Capital Management
Maryland
$220K
2
WVP
Worth Venture Partners
New Jersey
$0
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.5M
4
US Bancorp
US Bancorp
Minnesota
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05M +$217K +27,947 +12%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.5M -$167K -21,533 -10%
AIC
3
AWM Investment Company
New York
$1.27M – – –
BlackRock
4
BlackRock
New York
$898K -$1.32K -170 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$415K – – –
UBS Group
6
UBS Group
Switzerland
$404K +$15.1K +1,937 +4%
ACM
7
AIGH Capital Management
Maryland
$220K -$494K -63,625 -69%
B
8
Bailard
California
$175K – – –
Northern Trust
9
Northern Trust
Illinois
$167K +$88.5K +11,392 +113%
State Street
10
State Street
Massachusetts
$140K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$110K +$110K +14,232 New
Citadel Advisors
12
Citadel Advisors
Florida
$93.9K +$93.9K +12,106 New
AWM
13
AE Wealth Management
Kansas
$73.8K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$13K +$6.57K +846 +102%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.2K +$31 +4 +0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.33K -$2.33K -300 -50%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$2.33K – – –
GWM
18
Geneos Wealth Management
Colorado
$1.63K – – –
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.06K -$93 -12 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K -$3.39K -630 -77%
Morgan Stanley
21
Morgan Stanley
New York
$778 +$389 +50 +100%
CAS
22
Coppell Advisory Solutions
Texas
$684 +$427 +55 +167%
CFS
23
CGC Financial Services
Oregon
$350 – – –
Wells Fargo
24
Wells Fargo
California
$326 +$16 +2 +5%
Bank of America
25
Bank of America
North Carolina
$326 +$47 +6 +17%
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