IPG Photonics
IPGP
214 hedge funds and large institutions have $3.06B invested in IPG Photonics in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 18 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
46% more capital invested
Capital invested by funds: $2.09B → $3.06B (+$970M)
14% more funds holding
Funds holding: 187 → 214 (+27)
6% less call options, than puts
Call options by funds: $38.2M | Put options by funds: $40.8M
11% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$107M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$72.8M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$39.2M |
| 4 |
CCI
Columbus Circle Investors
|
+$30.6M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$53.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$42.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.2M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$29.9M |
| 5 |
PHAM
Pacific Heights Asset Management
San Francisco,
California
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
226
Dynamic Technology Lab
Singapore
| – | -$261K | -4,632 | Closed |
|
227
Lazard Asset Management
New York
| – | -$139K | -2,484 | Closed |
|
|
PCM
228
Prelude Capital Management
New York
| – | -$135K | -2,400 | Closed |
|
|
BWFA
229
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$32K | -570 | Closed |
|
|
MCM
230
Mazama Capital Management
Portland,
Oregon
| – | -$29K | -510 | Closed |
|
|
SMA
231
Simply Money Advisors
Cincinnati,
Ohio
| – | -$11K | -200 | Closed |
|
|
ST
232
Spot Trading
Chicago,
Illinois
| – | -$9.93K | -146 | Closed |
|
IPGP Hedge Fund Activity: Q4 2013 in Review
214 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2013, worth a combined $3.06B — up 46% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IPGP positions and 18 closed out — a net gain of 27 holders — while 72 added to existing stakes and 81 trimmed.
The largest buyer was William Blair & Company, adding an estimated $107M. The largest seller was Artisan Partners, cutting an estimated $53.2M.
- 214 institutional investors held IPG Photonics (IPGP) as of Q4 2013, up from 187 in Q3 2013.
- Funds reported $3.06B of IPG Photonics stock for Q4 2013, up 46% quarter-over-quarter.
- 45 funds opened new IPG Photonics positions in Q4 2013 and 18 closed out, a net change of +27 holders.
- The largest IPG Photonics buyer in Q4 2013 was William Blair & Company, an estimated $107M added.
- The largest IPG Photonics seller in Q4 2013 was Artisan Partners, an estimated $53.2M sold.
Based on aggregated 13F filings for Q4 2013.