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IPG Photonics

382 hedge funds and large institutions have $5.82B invested in IPG Photonics in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $22.8M

6% more capital invested

Capital invested by funds: $5.5B → $5.82B (+$318M)

0.39% less ownership

Funds ownership: 64.75%64.36% (-0.39%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

7% less funds holding

Funds holding: 410382 (-28)

50% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 54

Holders
382
Holders Change
-28
Holders Change %
-6.83%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
27
Increased
132
Reduced
137
Closed
54
Calls
$25.5M
Puts
$22.8M
Net Calls
+$2.69M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
326
TRUE Private Wealth Advisors
Oregon
$42K
GT
327
Glenmede Trust
Pennsylvania
$39K +$2.64K +16 +7%
LWA
328
Lenox Wealth Advisors
New York
$35K
HL
329
Harding Loevner
New Jersey
$34K +$15.7K +95 +89%
ASN
330
Advisory Services Network
Georgia
$33K +$32K +194 New
JCM
331
Jacobi Capital Management
Pennsylvania
$32K
PP
332
PrairieView Partners
Minnesota
$32K
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$29K +$13.2K +80 +90%
CA
334
Clearstead Advisors
Ohio
$27K
FHA
335
Flagship Harbor Advisors
Massachusetts
$25K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$24K
AIM
337
Anchor Investment Management
South Carolina
$21.2K
PA
338
Parallel Advisors
California
$21K
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K -$112K -680 -86%
EWM
340
Endurance Wealth Management
Rhode Island
$17K -$61.9K -375 -79%
HPC
341
HM Payson & Co
Maine
$17K
HNB
342
Huntington National Bank
Ohio
$17K
PMFA
343
Plante Moran Financial Advisors
Michigan
$17K
WT
344
Washington Trust
Rhode Island
$16K
TPCW
345
TD Private Client Wealth
New York
$15K
EI
346
Ellevest Inc
New York
$14K
MA
347
MUFG Americas
New York
$14K
TFM
348
TFC Financial Management
Massachusetts
$14K +$14K +85 New
GAM
349
Gemmer Asset Management
California
$13K
WAS
350
Winch Advisory Services
Wisconsin
$13K

IPGP Hedge Fund Activity: Q3 2020 in Review

382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2020, worth a combined $5.82B — up 5.8% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IPGP and 27 opened new positions — a net loss of 27 holders — while 137 trimmed existing stakes and 132 added.

The largest buyer was AllianceBernstein, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $75.9M.

  • 382 institutional investors held IPG Photonics (IPGP) as of Q3 2020, down from 410 in Q2 2020.
  • Funds reported $5.82B of IPG Photonics stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 27 funds opened new IPG Photonics positions in Q3 2020 and 54 closed out, a net change of -27 holders.
  • The largest IPG Photonics buyer in Q3 2020 was AllianceBernstein, an estimated $137M added.
  • The largest IPG Photonics seller in Q3 2020 was Fidelity Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q3 2020.