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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
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$57K
ST
252
Smithfield Trust
Pennsylvania
$55K -$39.2K -405 -44%
S
253
SignatureFD
Georgia
$54.8K -$10.8K -111 -18%
DEM
254
Disciplined Equity Management
Florida
$43.4K +$38.7K +400 New
SOW
255
State of Wyoming
Wyoming
$42.9K +$35.7K +369 +1,419%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$40K +$35.5K +367 New
ASN
257
Advisory Services Network
Georgia
$38.9K +$34.7K +358 New
AF
258
Allworth Financial
California
$37.8K +$872 +9 +3%
VAG
259
VisionPoint Advisory Group
Texas
$33.1K +$4.46K +46 +18%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$27.5K -$3.2K -33 -12%
EWA
261
EverSource Wealth Advisors
Alabama
$27.5K -$31.9K -329 -57%
BAM
262
Bellevue Asset Management
Washington
$23.9K
PP
263
PrairieView Partners
Minnesota
$21K
PA
264
Parallel Advisors
California
$20.2K +$1.36K +14 +8%
WTG
265
West Tower Group
Virginia
$17.8K +$15.6K +161 +5,367%
GRP
266
Global Retirement Partners
California
$15.9K -$97 -1 -0.6%
Nomura Asset Management
267
Nomura Asset Management
Japan
$15.2K
PIM
268
Plato Investment Management
Australia
$15.1K +$13.5K +139 New
GI
269
GAMMA Investing
California
$14.7K +$14.5K +150 New
AWM
270
Abound Wealth Management
Tennessee
$14.1K
TC
271
Truvestments Capital
Florida
$14K
HNB
272
Huntington National Bank
Ohio
$12K -$3.97K -41 -27%
UB
273
UMB Bank
Missouri
$11.6K
EBA
274
Eagle Bay Advisors
New York
$10.7K -$42.2K -436 -81%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$8.57K -$484 -5 -6%

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.