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IPG Photonics

396 hedge funds and large institutions have $7.34B invested in IPG Photonics in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 148 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 62.8%65.26% (+2.5%)

4% more capital invested

Capital invested by funds: $7.06B → $7.34B (+$279M)

7% less funds holding

Funds holding: 425396 (-29)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 148

41% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 64

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

76% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $39.1M

Holders
396
Holders Change
-29
Holders Change %
-6.82%
% of All Funds
6.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
132
Reduced
148
Closed
64
Calls
$9.38M
Puts
$39.1M
Net Calls
-$29.7M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
276
Versor Investments
New York
$297K +$297K +1,411 New
KFS
277
Kurt F. Somerville
$295K
Nordea Investment Management
278
Nordea Investment Management
Sweden
$292K -$23.8K -113 -8%
BFA
279
Beaumont Financial Advisors
Massachusetts
$286K
BG
280
Bellevue Group
Switzerland
$285K
M&T Bank
281
M&T Bank
New York
$282K -$6.95K -33 -2%
TRCT
282
Tower Research Capital (TRC)
New York
$281K -$321K -1,524 -53%
Creative Planning
283
Creative Planning
Kansas
$278K -$170K -809 -38%
OIA
284
Optimum Investment Advisors
Illinois
$276K -$31.6K -150 -10%
FC
285
Forte Capital
New York
$274K
VF
286
Virtu Financial
New York
$266K +$265K +1,260 New
Federated Hermes
287
Federated Hermes
Pennsylvania
$263K -$5.22M -24,795 -95%
Truist Financial
288
Truist Financial
North Carolina
$262K -$376K -1,784 -59%
AIM
289
Arcadia Investment Management
Michigan
$253K
SEC
290
Seven Eight Capital
New York
$251K +$251K +1,193 New
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$249K +$33.5K +159 +16%
DCM
292
Dupont Capital Management
Delaware
$248K +$129K +615 +109%
LSA
293
Leonteq Securities AG
Switzerland
$242K +$41.5K +197 +21%
CI
294
Cigna Investments
Connecticut
$238K -$31.6K -150 -12%
GBA
295
Garrison Bradford & Associates
New York
$232K
RIL
296
Rothschild Investment LLC
Illinois
$231K -$11.6K -55 -5%
CG
297
Colony Group
Massachusetts
$231K
SC
298
Scotia Capital
Ontario, Canada
$230K +$229K +1,090 New
SPIA
299
Steward Partners Investment Advisory
New York
$227K -$459K -2,180 -67%
HAIM
300
Hunter Associates Investment Management
Pennsylvania
$221K -$299K -1,418 -57%

IPGP Hedge Fund Activity: Q2 2021 in Review

396 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2021, worth a combined $7.34B — up 4% from $7.06B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IPGP and 38 opened new positions — a net loss of 26 holders — while 148 trimmed existing stakes and 132 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $125M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $43.5M sold.

  • 396 institutional investors held IPG Photonics (IPGP) as of Q2 2021, down from 425 in Q1 2021.
  • Funds reported $7.34B of IPG Photonics stock for Q2 2021, up 4% quarter-over-quarter.
  • 38 funds opened new IPG Photonics positions in Q2 2021 and 64 closed out, a net change of -26 holders.
  • The largest IPG Photonics buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $125M added.
  • The largest IPG Photonics seller in Q2 2021 was Motley Fool Wealth Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.