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Polar Power

22 hedge funds and large institutions have $26.7M invested in Polar Power in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more capital invested

Capital invested by funds: $4.83M → $26.7M (+$21.9M)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

29% more funds holding

Funds holding: 1722 (+5)

0.91% more ownership

Funds ownership: 1.24%2.15% (+0.91%)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$10.5M +$10.7M +107,860 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.38M +$1.47M +14,800 +74%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.38M +$2.87M +28,853 +487%
ACM
4
Arosa Capital Management
Florida
$2.78M -$3.03M -30,524 -52%
BlackRock
5
BlackRock
New York
$1.49M +$1.52M +15,350 New
Lido Advisors
6
Lido Advisors
California
$1.01M +$1.03M +10,416 New
SFI
7
Susquehanna Fundamental Investments
Pennsylvania
$971K
BA
8
Bard Associates
Illinois
$867K -$1.47M -14,839 -62%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$696K +$466K +4,692 +190%
Morgan Stanley
10
Morgan Stanley
New York
$514K +$514K +5,178 +5,027%
Bank of America
11
Bank of America
North Carolina
$398K +$406K +4,092 New
Citadel Advisors
12
Citadel Advisors
Florida
$327K +$334K +3,363 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$193K
SCA
14
Sassicaia Capital Advisers
New York
$139K +$142K +1,429 New
Osaic Holdings
15
Osaic Holdings
Arizona
$50K +$3.08K +31 +6%
UBS Group
16
UBS Group
Switzerland
$24K +$23.2K +234 +2,600%
TRCT
17
Tower Research Capital (TRC)
New York
$8K -$145K -1,460 -95%
APA
18
American Portfolios Advisors
New York
$6.5K +$6.65K +67 New
Barclays
19
Barclays
United Kingdom
$2K +$1.69K +17 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1K
Wells Fargo
21
Wells Fargo
California
$1K +$199 +2 +50%
HPC
22
HM Payson & Co
Maine
$1K +$894 +9 New
VF
23
Virtu Financial
New York
-$318K -9,514 Closed
CS
24
Credit Suisse
Switzerland
-$172K -5,157 Closed
SSA
25
Schonfeld Strategic Advisors
New York
-$80K -2,386 Closed

POLA Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Polar Power (POLA) for Q1 2021, worth a combined $26.7M — up 453% from $4.83M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POLA positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $10.7M. The largest seller was Arosa Capital Management, cutting an estimated $3.03M.

  • 22 institutional investors held Polar Power (POLA) as of Q1 2021, up from 17 in Q4 2020.
  • Funds reported $26.7M of Polar Power stock for Q1 2021, up 453% quarter-over-quarter.
  • 9 funds opened new Polar Power positions in Q1 2021 and 4 closed out, a net change of +5 holders.
  • The largest Polar Power buyer in Q1 2021 was Invesco, an estimated $10.7M added.
  • The largest Polar Power seller in Q1 2021 was Arosa Capital Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2021.