Polar Power
POLA
11 hedge funds and large institutions have $3.73M invested in Polar Power in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0.06% less ownership
Funds ownership: 1.07% → 1% (-0.06%)
2% less capital invested
Capital invested by funds: $3.81M → $3.73M (-$82K)
15% less funds holding
Funds holding: 13 → 11 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$53.3K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38K |
| 3 |
ISL
Ingalls & Snyder LLC
New York
|
+$32.9K |
| 4 |
MCC
Malaga Cove Capital
Pv Estates,
California
|
+$14.9K |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$2.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$277K |
| 2 |
Bank of New York Mellon
New York
|
-$66K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$33K |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$5.68K |
| 5 |
BlackRock
New York
|
-$941 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perritt Capital Management
Chicago,
Illinois
| $1.04M | – | – | – |
|
|
FP
2
Foundry Partners
Minneapolis,
Minnesota
| $922K | -$5.68K | -175 | -0.7% |
|
|
BA
3
Bard Associates
Chicago,
Illinois
| $550K | +$53.3K | +1,644 | +12% |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $403K | +$38K | +1,172 | +11% |
|
|
ISL
5
Ingalls & Snyder LLC
New York
| $309K | +$32.9K | +1,013 | +13% |
|
|
MCC
6
Malaga Cove Capital
Pv Estates,
California
| $264K | +$14.9K | +459 | +6% |
|
|
KMC
7
Kirr Marbach & Co
Columbus,
Indiana
| $95K | – | – | – |
|
8
Geode Capital Management
Boston,
Massachusetts
| $64K | – | – | – |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $42K | – | – | – |
|
|
10
BlackRock
New York
| $41K | -$941 | -29 | -2% |
|
|
PWAG
11
Polaris Wealth Advisory Group
San Rafael,
California
| $2K | +$2.3K | +71 | New |
|
|
RHJA
12
Rice Hall James & Associates
San Diego,
California
| – | -$277K | -7,889 | Closed |
|
|
13
Bank of New York Mellon
New York
| – | -$66K | -1,888 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$33K | -947 | Closed |
|
POLA Hedge Fund Activity: Q1 2018 in Review
11 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Polar Power (POLA) for Q1 2018, worth a combined $3.73M — down 2.1% from $3.81M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of POLA and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Bard Associates, adding an estimated $53.3K. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $277K sold.
- 11 institutional investors held Polar Power (POLA) as of Q1 2018, down from 13 in Q4 2017.
- Funds reported $3.73M of Polar Power stock for Q1 2018, down 2.1% quarter-over-quarter.
- 1 fund opened new Polar Power positions in Q1 2018 and 3 closed out, a net change of -2 holders.
- The largest Polar Power buyer in Q1 2018 was Bard Associates, an estimated $53.3K added.
- The largest Polar Power seller in Q1 2018 was Rice Hall James & Associates, an estimated $277K sold.
Based on aggregated 13F filings for Q1 2018.