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IPG Photonics
IPGP

290 hedge funds and large institutions have $3.35B invested in IPG Photonics in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

82% more call options, than puts

Call options by funds: $10M | Put options by funds: $5.48M

20% more capital invested

Capital invested by funds: $2.79B → $3.35B (+$561M)

6% more funds holding

Funds holding: 273 → 290 (+17)

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
49
Increased
104
Reduced
102
Closed
25
Calls
$10M
Puts
$5.48M
Net Calls
+$4.52M
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.6M
2
OAMG
Odey Asset Management Group
United Kingdom
+$26.2M
3
CAM
Congress Asset Management
Massachusetts
+$24M
4
O
OppenheimerFunds
New York
+$23.6M
5
AAMU
Amundi Asset Management US
Massachusetts
+$23.5M

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$77.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$42.3M
3
RA
Royce & Associates
New York
-$24.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.6M
5
BTW
Boston Trust Walden
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
301
D.E. Shaw & Co
New York
– -$535K -7,135 Closed
GCC
302
Guardian Capital (Canada)
Ontario, Canada
– -$464K -6,193 Closed
Canada Pension Plan Investment Board
303
Canada Pension Plan Investment Board
Ontario, Canada
– -$405K -5,400 Closed
MCM
304
Manchester Capital Management
Vermont
– -$387K -5,172 Closed
BMCMI
305
Bryn Mawr Capital Management Inc
Pennsylvania
– -$344K -4,594 Closed
V
306
Veritable
Delaware
– -$288K -3,848 Closed
ZIM
307
Zacks Investment Management
Illinois
– -$267K -3,568 Closed
HSBC Holdings
308
HSBC Holdings
United Kingdom
– -$258K -3,422 Closed
ARC
309
Absolute Return Capital
Massachusetts
– -$206K -2,753 Closed
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
– -$26K -350 Closed
NPC
311
National Planning Corporation
California
– -$11.1K -151 Closed
BC
312
Bartlett & Co
Ohio
– -$8K -110 Closed
HIM
313
Hutchens Investment Management
New Hampshire
– -$6K -75 Closed
MFS
314
McNamara Financial Services
Massachusetts
– -$6K -75 Closed
9 10 11 12
13

IPGP Hedge Fund Activity: Q1 2015 in Review

290 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2015, worth a combined $3.35B — up 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IPGP positions and 25 closed out — a net gain of 24 holders — while 104 added to existing stakes and 102 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was William Blair & Company, cutting an estimated $77.2M.

  • 290 institutional investors held IPG Photonics (IPGP) as of Q1 2015, up from 273 in Q4 2014.
  • Funds reported $3.35B of IPG Photonics stock for Q1 2015, up 20% quarter-over-quarter.
  • 49 funds opened new IPG Photonics positions in Q1 2015 and 25 closed out, a net change of +24 holders.
  • The largest IPG Photonics buyer in Q1 2015 was Fidelity Investments, an estimated $69.6M added.
  • The largest IPG Photonics seller in Q1 2015 was William Blair & Company, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2015.