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IPG Photonics

312 hedge funds and large institutions have $2.32B invested in IPG Photonics in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 94 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 94

9% more call options, than puts

Call options by funds: $9.5M | Put options by funds: $8.72M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 314312 (-2)

2% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 48

3.69% less ownership

Funds ownership: 59.25%55.56% (-3.7%)

23% less capital invested

Capital invested by funds: $3.02B → $2.32B (-$693M)

Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
125
Reduced
94
Closed
48
Calls
$9.5M
Puts
$8.72M
Net Calls
+$780K
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$10.6K +$9.21K +98 +516%
UB
277
UMB Bank
Missouri
$9.7K
First Manhattan
278
First Manhattan
New York
$9.07K +$9.39K +100 New
TFA
279
Toth Financial Advisory
Virginia
$9.07K +$9.39K +100 New
AWM
280
Avior Wealth Management
Nebraska
$8.34K +$8.64K +92 New
EBA
281
Eagle Bay Advisors
New York
$7.44K -$1.6K -17 -17%
WAS
282
Winch Advisory Services
Wisconsin
$6.8K
BIA
283
Bell Investment Advisors
California
$6.8K +$5.54K +59 +369%
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$6.71K -$470 -5 -6%
N
285
Natixis
France
$6.71K +$1.31K +14 +23%
GI
286
GAMMA Investing
California
$6.44K -$7.42K -79 -53%
NS
287
NBC Securities
Alabama
$6K
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$5K +$1.13K +12 +27%
QC
289
Quent Capital
New York
$4.99K
RS
290
Rakuten Securities
Japan
$4.54K +$4.7K +50 New
CP
291
Castleview Partners
Texas
$3.99K +$1.6K +17 +63%
KFI
292
Key Financial Inc
Pennsylvania
$3.72K
HWA
293
HHM Wealth Advisors
Tennessee
$3.17K
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72K
JWA
295
JFS Wealth Advisors
Pennsylvania
$2K +$188 +2 +10%
FPF
296
First Pacific Financial
Washington
$2K +$564 +6 +38%
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$2K -$564 -6 -21%
W
298
WealthCollab
Washington
$1.45K +$1.5K +16 New
PWMG
299
Prestige Wealth Management Group
New Jersey
$1.27K
SAM
300
Smartleaf Asset Management
Massachusetts
$1.09K +$1.13K +12 New

IPGP Hedge Fund Activity: Q1 2024 in Review

312 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2024, worth a combined $2.32B — down 23% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IPGP and 47 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 125 added.

The largest buyer was Pacer Advisors, adding an estimated $28.5M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $110M sold.

  • 312 institutional investors held IPG Photonics (IPGP) as of Q1 2024, down from 314 in Q4 2023.
  • Funds reported $2.32B of IPG Photonics stock for Q1 2024, down 23% quarter-over-quarter.
  • 47 funds opened new IPG Photonics positions in Q1 2024 and 48 closed out, a net change of -1 holder.
  • The largest IPG Photonics buyer in Q1 2024 was Pacer Advisors, an estimated $28.5M added.
  • The largest IPG Photonics seller in Q1 2024 was Lazard Asset Management, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.