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Ideal Power
IPWR

Overview Fund Activity

22 hedge funds and large institutions have $13.3M invested in Ideal Power in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.28M
2
SWP
Stratos Wealth Partners
Ohio
$80.1K
3
Geode Capital Management
Geode Capital Management
Massachusetts
$486K
4
BlackRock
BlackRock
New York
$838K
5
B
Bailard
California
$181K

Top Sellers

1
TIM
Timelo Investment Management
Ontario, Canada
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
VF
Virtu Financial
New York
$0
4
Baird Financial Group
Baird Financial Group
Wisconsin
$1.48M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
AIGH Capital Management
Maryland
$4.94M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.28M +$383K +54,248 +20%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.48M -$73.4K -10,397 -5%
AIC
4
AWM Investment Company
New York
$1.15M – – –
BL
5
Bleichroeder LP
New York
$939K – – –
BlackRock
6
BlackRock
New York
$838K +$28.4K +4,019 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$486K +$59.7K +8,460 +14%
CCC
8
Cable Car Capital
California
$388K – – –
UBS Group
9
UBS Group
Switzerland
$340K +$2.45K +347 +0.7%
B
10
Bailard
California
$181K +$21.9K +3,100 +14%
State Street
11
State Street
Massachusetts
$135K +$7.77K +1,100 +6%
SWP
12
Stratos Wealth Partners
Ohio
$80.1K +$80.1K +11,342 New
Northern Trust
13
Northern Trust
Illinois
$70.7K -$56 -8 -0.1%
TRCT
14
Tower Research Capital (TRC)
New York
$12.8K +$2.6K +368 +25%
IA
15
IFP Advisors
Florida
$4.63K +$4.63K +656 New
Osaic Holdings
16
Osaic Holdings
Arizona
$2.15K – – –
GWM
17
Geneos Wealth Management
Colorado
$1.48K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K +$954 +104 +2,080%
Bank of America
19
Bank of America
North Carolina
$663 +$409 +58 +161%
CAS
20
Coppell Advisory Solutions
Texas
$621 +$621 +88 New
Morgan Stanley
21
Morgan Stanley
New York
$353 – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$252 -$329 -47 -57%
TIM
23
Timelo Investment Management
Ontario, Canada
– -$890K -100,000 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– -$98.2K -11,037 Closed
VF
25
Virtu Financial
New York
– -$90K -10,107 Closed
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