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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
WAS
276
Winch Advisory Services
Wisconsin
$8.14K
NS
277
NBC Securities
Alabama
$8K +$7.26K +75 New
N
278
Natixis
France
$6.51K +$5.81K +60 New
Bessemer Group
279
Bessemer Group
New Jersey
$6K +$2.71K +28 +97%
QC
280
Quent Capital
New York
$5.97K +$1.16K +12 +28%
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$5K +$97 +1 +2%
KFI
282
Key Financial Inc
Pennsylvania
$4.45K
HWA
283
HHM Wealth Advisors
Tennessee
$3.8K
WT
284
Washington Trust
Rhode Island
$3.26K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.26K +$2.91K +30 New
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$3.04K
CP
287
Castleview Partners
Texas
$2.93K +$2.62K +27 New
IA
288
IFP Advisors
Florida
$2.71K -$484 -5 -17%
JWA
289
JFS Wealth Advisors
Pennsylvania
$2.17K -$387 -4 -17%
TCWA
290
Turtle Creek Wealth Advisors
Texas
$2.17K +$1.94K +20 New
VWM
291
Venturi Wealth Management
Texas
$2.06K +$1.84K +19 New
LC
292
Lindbrook Capital
California
$1.74K -$11.1K -115 -88%
BIA
293
Bell Investment Advisors
California
$1.74K -$3.39K -35 -69%
FPF
294
First Pacific Financial
Washington
$1.74K +$1.55K +16 New
UFF
295
USA Financial Formulas
Michigan
$1.63K
GWS
296
Glassman Wealth Services
Virginia
$1.63K +$1.45K +15 New
PWMG
297
Prestige Wealth Management Group
New Jersey
$1.52K
FFA
298
Farther Finance Advisors
California
$1.52K +$775 +8 +133%
NA
299
NewEdge Advisors
Louisiana
$1.52K +$1.06K +11 +367%
PWMG
300
Private Wealth Management Group
New Jersey
$1.52K +$1.36K +14 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.