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IPG Photonics
IPGP

305 hedge funds and large institutions have $3.54B invested in IPG Photonics in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $2.75B → $3.54B (+$789M)

28% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $3.33M

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 304 → 305 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.15% less ownership

Funds ownership: 61.23% → 60.08% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 109

Holders
305
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
95
Reduced
109
Closed
37
Calls
$4.26M
Puts
$3.33M
Net Calls
+$934K
Net Calls Change
+$1.9M

Top Buyers

Rank Fund Capital Flow
1
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$35.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$35M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.2M
4
DGI
Disciplined Growth Investors
Minnesota
+$21.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$68.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
ICM
Invenomic Capital Management
Massachusetts
-$18.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$18.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
276
Bell Investment Advisors
California
$5.06K – – –
HWA
277
HHM Wealth Advisors
Tennessee
$4.32K – – –
JWA
278
JFS Wealth Advisors
Pennsylvania
$4.32K +$927 +8 +30%
SC
279
Schubert & Co
Texas
$4.07K +$1.16K +10 +43%
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$4.07K -$116 -1 -3%
Bessemer Group
281
Bessemer Group
New Jersey
$4K – – –
SFG
282
Steward Financial Group
Texas
$4K +$2.66K +23 +230%
PTC
283
Private Trust Company
Ohio
$3.82K – – –
WT
284
Washington Trust
Rhode Island
$3.7K – – –
BBHC
285
Brown Brothers Harriman & Co
New York
$3.58K +$3.36K +29 New
EARNEST Partners
286
EARNEST Partners
Georgia
$3.21K – – –
MCM
287
MV Capital Management
Maryland
$3.08K – – –
BTI
288
Blue Trust Inc
Georgia
$2K +$1.16K +10 +100%
PWMG
289
Prestige Wealth Management Group
New Jersey
$1.73K – – –
VCM
290
Versant Capital Management
Arizona
$1.6K +$463 +4 +44%
AAP
291
Arax Advisory Partners
Colorado
$1.48K – – –
AF
292
Advisornet Financial
Minnesota
$1.48K +$232 +2 +20%
SIC
293
SJS Investment Consulting
Ohio
$1.36K +$348 +3 +38%
IA
294
IFP Advisors
Florida
$1.24K -$1.51K -13 -72%
DI
295
Disciplined Investments
Oklahoma
$1.11K +$348 +3 +50%
CWC
296
Carolinas Wealth Consulting
North Carolina
$1.11K +$1.04K +9 New
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$1K – – –
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$758 -$1.97K -17 -0.3%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$617 -$1.16K -10 -67%
BAAM
300
Baker Avenue Asset Management
California
$617 – – –
10 11
12
13 14

IPGP Hedge Fund Activity: Q1 2023 in Review

305 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2023, worth a combined $3.54B — up 29% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IPGP positions and 37 closed out — a net gain of 3 holders — while 95 added to existing stakes and 109 trimmed.

The largest buyer was Summit Partners Public Asset Management, opening a new position worth an estimated $35.9M. The largest seller was Federated Hermes, cutting an estimated $68.5M.

  • 305 institutional investors held IPG Photonics (IPGP) as of Q1 2023, up from 304 in Q4 2022.
  • Funds reported $3.54B of IPG Photonics stock for Q1 2023, up 29% quarter-over-quarter.
  • 40 funds opened new IPG Photonics positions in Q1 2023 and 37 closed out, a net change of +3 holders.
  • The largest IPG Photonics buyer in Q1 2023 was Summit Partners Public Asset Management, an estimated $35.9M added.
  • The largest IPG Photonics seller in Q1 2023 was Federated Hermes, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2023.