Ideal Power Inc.
Hedge Funds Holdings
Last updated:
Ideal Power Inc.‘s stocks are currently a part of 17 hedge funds’ portfolios, which represents 9.24% of the total amount of its stocks outstanding. This makes up a total of 568.91K shares of Ideal Power Inc.. Compared to the previous quarter, the number fell by -52.00% or -616.30K shares fewer. As for the holding position changes, 23.53% (4) of current hedge fund investors increased the number of shares held, 17.65% (3) of current holders sold a part of the shares held, and 17.65% (3) closed the holdings completely.
Hedge funds holding Ideal Power (Q2 2018 – Q1 2023)
| Q2 2018 | 11 |
|---|---|
| Q3 2018 | 16 |
| Q4 2018 | 15 |
| Q1 2019 | 11 |
| Q2 2019 | 11 |
| Q3 2019 | 5 |
| Q4 2019 | 5 |
| Q1 2020 | 7 |
| Q2 2020 | 9 |
| Q3 2020 | 8 |
| Q4 2020 | 12 |
| Q1 2021 | 17 |
| Q2 2021 | 15 |
| Q3 2021 | 18 |
| Q4 2021 | 18 |
| Q1 2022 | 18 |
| Q2 2022 | 18 |
| Q3 2022 | 23 |
| Q4 2022 | 27 |
| Q1 2023 | 17 |
Hedge funds changes in Ideal Power positions (Q2 2018 – Q1 2023)
| Q2 2018 | 1 | 2 | 3 | 2 | 3 |
|---|---|---|---|---|---|
| Q3 2018 | 5 | 2 | 2 | 0 | 7 |
| Q4 2018 | 4 | 3 | 5 | 5 | -2 |
| Q1 2019 | 1 | 4 | 2 | 5 | -1 |
| Q2 2019 | 1 | 3 | 2 | 1 | 4 |
| Q3 2019 | 5 | 0 | 0 | 11 | -11 |
| Q4 2019 | 1 | 2 | 1 | 1 | 0 |
| Q1 2020 | 3 | 1 | 1 | 1 | 1 |
| Q2 2020 | 4 | 2 | 1 | 2 | 0 |
| Q3 2020 | 2 | 3 | 1 | 3 | -1 |
| Q4 2020 | 4 | 3 | 2 | 0 | 3 |
| Q1 2021 | 9 | 4 | 3 | 3 | -2 |
| Q2 2021 | 4 | 5 | 1 | 6 | -1 |
| Q3 2021 | 3 | 4 | 3 | 0 | 8 |
| Q4 2021 | 2 | 6 | 3 | 3 | 4 |
| Q1 2022 | 2 | 6 | 5 | 2 | 3 |
| Q2 2022 | 4 | 2 | 3 | 4 | 5 |
| Q3 2022 | 6 | 4 | 2 | 1 | 10 |
| Q4 2022 | 5 | 8 | 4 | 1 | 9 |
| Q1 2023 | 0 | 4 | 3 | 3 | 7 |
Top 50 hedge fund holders of Ideal Power Inc. (NASDAQ:IPWR)
| Hedge fund | Value | Shares owned | Portfolio share |
|---|---|---|---|
| VANGUARD GROUP INC | 2.44M | 235.87K | 0.000% |
| BAIRD FINANCIAL GROUP, INC. | 2.24M | 216.56K | 0.007% |
| AIGH CAPITAL MANAGEMENT LLC | 2.20M | 213.36K | 0.686% |
| AWM INVESTMENT COMPANY, INC. | 2.18M | 210.98K | 0.332% |
| BLACKROCK INC. Larry Fink | 1.03M | 100.13K | 0.000% |
| WORTH VENTURE PARTNERS, LLC | 547K | 52.88K | 0.335% |
| UBS GROUP AG | 547K | 52.79K | 0.000% |
| GEODE CAPITAL MANAGEMENT, LLC | 510K | 49.28K | 0.000% |
| AE WEALTH MANAGEMENT LLC | 196K | 18.9K | 0.002% |
| STATE STREET CORP | 187K | 18.04K | 0.000% |
| NEWEDGE ADVISORS, LLC | 136K | 13.16K | 0.002% |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC | 104K | 10K | 0.097% |
| JPMORGAN CHASE & CO | 13K | 1.3K | 0.000% |
| CAPITAL ANALYSTS, LLC | 10K | 1K | 0.001% |
| US BANCORP \DE\ | 5K | 500 | 0.000% |
| FIFTH THIRD BANCORP | 3K | 300 | 0.000% |
| PRIVATE OCEAN, LLC | 3K | 296 | 0.001% |
| GENEOS WEALTH MANAGEMENT INC. | 2K | 210 | 0.000% |
| MORGAN STANLEY | 1K | 50 | 0.000% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1K | 143 | 0.000% |
| FMR LLC | 1K | 111 | 0.000% |
| CULLEN/FROST BANKERS, INC. | 1K | 50 | 0.000% |
| ROYAL BANK OF CANADA | 1K | 73 | 0.000% |
| PHOENIX HOLDINGS LTD. | 0 | 0 | 0.000% |