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IPG Photonics

314 hedge funds and large institutions have $3.02B invested in IPG Photonics in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

5% more capital invested

Capital invested by funds: $2.86B → $3.02B (+$156M)

4% more funds holding

Funds holding: 303314 (+11)

0.24% less ownership

Funds ownership: 59.49%59.25% (-0.24%)

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

48% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $10.8M

Holders
314
Holders Change
+11
Holders Change %
+3.63%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
99
Reduced
121
Closed
34
Calls
$5.6M
Puts
$10.8M
Net Calls
-$5.23M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$238K +$2.23K +23 +1%
SIMG
227
Sonora Investment Management Group
Arizona
$232K -$10.7K -110 -5%
SI
228
Stephens Inc
Arkansas
$231K -$94.9K -980 -31%
M&T Bank
229
M&T Bank
New York
$228K +$203K +2,096 New
US Bancorp
230
US Bancorp
Minnesota
$212K -$28.9K -298 -13%
JGUA
231
John G. Ullman & Associates
New York
$209K -$9.69K -100 -5%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$201K -$40.2K -415 -18%
EAM
233
Eukles Asset Management
Ohio
$182K -$434K -4,480 -73%
SSB
234
Sandy Spring Bank
Maryland
$166K
FIA
235
FNY Investment Advisers
New York
$162K -$96.8K -1,000 -40%
Simplex Trading
236
Simplex Trading
Illinois
$139K +$27K +279 +28%
GAM
237
Groupama Asset Management
France
$125K +$112K +1,154 New
EC
238
EntryPoint Capital
New York
$108K +$96.3K +994 New
Asset Management One
239
Asset Management One
Japan
$102K +$13.8K +143 +18%
JWM
240
Janiczek Wealth Management
Colorado
$101K +$17.3K +179 +24%
C
241
Covestor
United Kingdom
$97K +$19K +196 +28%
OCM
242
Orion Capital Management
California
$95.5K
BWP
243
Baldwin Wealth Partners
Massachusetts
$82.6K
SPIA
244
Steward Partners Investment Advisory
New York
$81.2K +$72.4K +748 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$81K -$9.2K -95 -11%
Walleye Capital
246
Walleye Capital
New York
$76K -$57.6K -595 -46%
AssetMark Inc
247
AssetMark Inc
California
$66.1K -$291 -3 -0.5%
QCG
248
Quadrant Capital Group
Ohio
$65.7K -$29K -299 -33%
AS
249
AM Squared
Hong Kong
$65.1K +$38.7K +400 +200%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$63.2K +$56.4K +582 New

IPGP Hedge Fund Activity: Q4 2023 in Review

314 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2023, worth a combined $3.02B — up 5.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IPGP positions and 34 closed out — a net gain of 16 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $63.1M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $63.3M sold.

  • 314 institutional investors held IPG Photonics (IPGP) as of Q4 2023, up from 303 in Q3 2023.
  • Funds reported $3.02B of IPG Photonics stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 50 funds opened new IPG Photonics positions in Q4 2023 and 34 closed out, a net change of +16 holders.
  • The largest IPG Photonics buyer in Q4 2023 was Channing Capital Management, an estimated $63.1M added.
  • The largest IPG Photonics seller in Q4 2023 was Alyeska Investment Group, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2023.