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Ideal Power
IPWR

Overview Fund Activity

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
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
–

Top Buyers

1
AIC
AWM Investment Company
New York
$4.93M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$1.94M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$118K
4
Geode Capital Management
Geode Capital Management
Massachusetts
$639K
5
SWP
Stratos Wealth Partners
Ohio
$121K

Top Sellers

1
CCC
Cable Car Capital
California
$410K
2
B
Bailard
California
$188K
3
TRCT
Tower Research Capital (TRC)
New York
$4.05K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
5
Bank of America
Bank of America
North Carolina
$762
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
AIGH Capital Management
Maryland
$5.74M – – –
AIC
2
AWM Investment Company
New York
$4.93M +$3.6M +439,180 +271%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.65M +$394 +48 +0%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.94M +$218K +26,572 +13%
BL
5
Bleichroeder LP
New York
$1.09M – – –
BlackRock
6
BlackRock
New York
$976K +$3.28K +400 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$639K +$74.4K +9,075 +13%
CCC
8
Cable Car Capital
California
$410K -$41K -5,000 -9%
UBS Group
9
UBS Group
Switzerland
$398K +$2.17K +264 +0.5%
B
10
Bailard
California
$188K -$22.1K -2,700 -11%
State Street
11
State Street
Massachusetts
$157K – – –
SWP
12
Stratos Wealth Partners
Ohio
$121K +$28.4K +3,467 +31%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$118K +$118K +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 -$10.8K -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 +$1.64K +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