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Ideal Power

23 hedge funds and large institutions have $19.5M invested in Ideal Power in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

46% more capital invested

Capital invested by funds: $13.3M → $19.5M (+$6.13M)

6.27% more ownership

Funds ownership: 24.59%30.86% (+6.3%)

5% more funds holding

Funds holding: 2223 (+1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AIGH Capital Management
Maryland
$5.74M
AIC
2
AWM Investment Company
New York
$4.93M +$3.39M +439,180 +271%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.65M +$371 +48 +0%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.94M +$205K +26,572 +13%
BL
5
Bleichroeder LP
New York
$1.09M
BlackRock
6
BlackRock
New York
$976K +$3.09K +400 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$639K +$70.1K +9,075 +13%
CCC
8
Cable Car Capital
California
$410K -$38.6K -5,000 -9%
UBS Group
9
UBS Group
Switzerland
$398K +$2.04K +264 +0.5%
B
10
Bailard
California
$188K -$20.9K -2,700 -11%
State Street
11
State Street
Massachusetts
$157K
SWP
12
Stratos Wealth Partners
Ohio
$121K +$26.8K +3,467 +31%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$118K +$112K +14,442 New
Northern Trust
14
Northern Trust
Illinois
$82.1K
IA
15
IFP Advisors
Florida
$5.38K
TRCT
16
Tower Research Capital (TRC)
New York
$4.05K -$10.2K -1,321 -73%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.49K
GWM
18
Geneos Wealth Management
Colorado
$1.72K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.64K +$1.54K +200 New
Bank of America
20
Bank of America
North Carolina
$762 -$8 -1 -1%
CAS
21
Coppell Advisory Solutions
Texas
$702
Morgan Stanley
22
Morgan Stanley
New York
$410
Fidelity Investments
23
Fidelity Investments
Massachusetts
$293
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$1K -109 Closed

IPWR Hedge Fund Activity: Q3 2024 in Review

23 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Ideal Power (IPWR) for Q3 2024, worth a combined $19.5M — up 46% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IPWR positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was AWM Investment Company, adding an estimated $3.39M. The largest seller was Cable Car Capital, cutting an estimated $38.6K.

  • 23 institutional investors held Ideal Power (IPWR) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $19.5M of Ideal Power stock for Q3 2024, up 46% quarter-over-quarter.
  • 2 funds opened new Ideal Power positions in Q3 2024 and 1 closed out, a net change of +1 holder.
  • The largest Ideal Power buyer in Q3 2024 was AWM Investment Company, an estimated $3.39M added.
  • The largest Ideal Power seller in Q3 2024 was Cable Car Capital, an estimated $38.6K sold.

Based on aggregated 13F filings for Q3 2024.