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IPG Photonics

294 hedge funds and large institutions have $2.21B invested in IPG Photonics in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $3.2M

2.01% more ownership

Funds ownership: 55.56%57.57% (+2%)

5% less capital invested

Capital invested by funds: $2.32B → $2.21B (-$110M)

6% less funds holding

Funds holding: 312294 (-18)

32% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 53

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
294
Holders Change
-18
Holders Change %
-5.77%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
83
Reduced
137
Closed
53
Calls
$3.59M
Puts
$3.2M
Net Calls
+$390K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
251
Toth Financial Advisory
Virginia
$8.44K
CFM
252
Catalyst Funds Management
Australia
$8.44K +$8.64K +100 New
WAS
253
Winch Advisory Services
Wisconsin
$6.33K
N
254
Natixis
France
$6.25K
CP
255
Castleview Partners
Texas
$6.08K +$2.42K +28 +64%
NS
256
NBC Securities
Alabama
$6K
FCG
257
Financial Connections Group
California
$6K +$6.91K +80 New
VCM
258
Versant Capital Management
Arizona
$5.82K +$5.96K +69 New
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$4.89K -$1.38K -16 -22%
HNB
260
Huntington National Bank
Ohio
$4.73K -$5.7K -66 -54%
LC
261
Lindbrook Capital
California
$4.39K -$9.42K -109 -68%
EBA
262
Eagle Bay Advisors
New York
$4.39K -$2.59K -30 -37%
RS
263
Rakuten Securities
Japan
$4.13K -$86 -1 -2%
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$4K -$346 -4 -7%
VWM
265
Venturi Wealth Management
Texas
$3.97K -$6.05K -70 -60%
QCG
266
Quadrant Capital Group
Ohio
$3.88K -$41.6K -482 -91%
KFI
267
Key Financial Inc
Pennsylvania
$3.46K
BIA
268
Bell Investment Advisors
California
$3.38K -$3.02K -35 -47%
Bessemer Group
269
Bessemer Group
New Jersey
$3K +$2.94K +34 New
HWA
270
HHM Wealth Advisors
Tennessee
$2.95K
EWA
271
EverSource Wealth Advisors
Alabama
$2.81K -$19.8K -229 -87%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.53K
PWMG
273
Private Wealth Management Group
New Jersey
$2.28K +$1.9K +22 +440%
IA
274
IFP Advisors
Florida
$1.94K +$1.99K +23 New
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.86K

IPGP Hedge Fund Activity: Q2 2024 in Review

294 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2024, worth a combined $2.21B — down 4.7% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IPGP and 36 opened new positions — a net loss of 17 holders — while 137 trimmed existing stakes and 83 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $85.3M. The largest seller was Invenomic Capital Management, cutting an estimated $20.1M.

  • 294 institutional investors held IPG Photonics (IPGP) as of Q2 2024, down from 312 in Q1 2024.
  • Funds reported $2.21B of IPG Photonics stock for Q2 2024, down 4.7% quarter-over-quarter.
  • 36 funds opened new IPG Photonics positions in Q2 2024 and 53 closed out, a net change of -17 holders.
  • The largest IPG Photonics buyer in Q2 2024 was Lazard Asset Management, an estimated $85.3M added.
  • The largest IPG Photonics seller in Q2 2024 was Invenomic Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2024.