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Ideal Power

27 hedge funds and large institutions have $17.3M invested in Ideal Power in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more capital invested

Capital invested by funds: $7.54M → $17.3M (+$9.71M)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15.92% more ownership

Funds ownership: 16.34%32.26% (+16%)

8% more funds holding

Funds holding: 2527 (+2)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AIGH Capital Management
Maryland
$6.23M +$6.06M +671,678 +2,372%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.39M +$45.1K +5,004 +2%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.96M +$249K +27,570 +14%
AIC
4
AWM Investment Company
New York
$1.44M -$8.38K -930 -0.6%
BL
5
Bleichroeder LP
New York
$1.18M +$1.2M +133,000 New
BlackRock
6
BlackRock
New York
$1.02M -$8.53K -946 -0.8%
TIM
7
Timelo Investment Management
Ontario, Canada
$890K +$902K +100,000 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$537K +$62.1K +6,888 +13%
CCC
9
Cable Car Capital
California
$490K +$496K +55,000 New
UBS Group
10
UBS Group
Switzerland
$426K -$37.3K -4,135 -8%
B
11
Bailard
California
$200K
State Street
12
State Street
Massachusetts
$161K
Citadel Advisors
13
Citadel Advisors
Florida
$98.2K -$9.64K -1,069 -9%
VF
14
Virtu Financial
New York
$90K +$91.1K +10,107 New
Northern Trust
15
Northern Trust
Illinois
$89.2K -$103K -11,404 -53%
TRCT
16
Tower Research Capital (TRC)
New York
$12.9K -$2.03K -225 -13%
JP Morgan Chase
17
JP Morgan Chase
New York
$11.7K +$36 +4 +0.3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$8.9K +$9.02K +1,000 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.71K +$36 +4 +1%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$2.67K
OPTFSNA
21
Old Point Trust & Financial Services N A
Virginia
$2.23K +$2.25K +250 New
GWM
22
Geneos Wealth Management
Colorado
$1.87K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$740 -$487 -54 -39%
Morgan Stanley
24
Morgan Stanley
New York
$445 -$451 -50 -50%
Wells Fargo
25
Wells Fargo
California
$383 +$9 +1 +2%

IPWR Hedge Fund Activity: Q1 2024 in Review

27 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q1 2024, worth a combined $17.3M — up 129% from $7.54M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IPWR positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was AIGH Capital Management, adding an estimated $6.06M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $110K sold.

  • 27 institutional investors held Ideal Power (IPWR) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $17.3M of Ideal Power stock for Q1 2024, up 129% quarter-over-quarter.
  • 6 funds opened new Ideal Power positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest Ideal Power buyer in Q1 2024 was AIGH Capital Management, an estimated $6.06M added.
  • The largest Ideal Power seller in Q1 2024 was Susquehanna International Group, an estimated $110K sold.

Based on aggregated 13F filings for Q1 2024.