We are live on ! Find out more
IPGP icon

IPG Photonics

396 hedge funds and large institutions have $7.34B invested in IPG Photonics in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 148 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 62.8%65.26% (+2.5%)

4% more capital invested

Capital invested by funds: $7.06B → $7.34B (+$279M)

7% less funds holding

Funds holding: 425396 (-29)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 148

41% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 64

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

76% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $39.1M

Holders
396
Holders Change
-29
Holders Change %
-6.82%
% of All Funds
6.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
132
Reduced
148
Closed
64
Calls
$9.38M
Puts
$39.1M
Net Calls
-$29.7M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$110K
TC
327
Truvestments Capital
Florida
$109K +$18.9K +90 +21%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$85K +$8.21K +39 +11%
HI
329
Harbour Investments
Wisconsin
$69K
HIIFS
330
Harel Insurance Investments & Financial Services
Israel
$69K +$21.1K +100 New
EWM
331
Evermay Wealth Management
Virginia
$68K +$67.6K +321 New
APA
332
American Portfolios Advisors
New York
$65.8K +$1.9K +9 +3%
LS
333
Livforsakringsbolaget Skandia
Sweden
$63K
Bessemer Group
334
Bessemer Group
New Jersey
$60K +$4K +19 +7%
CWP
335
Concord Wealth Partners
Virginia
$59K
FF
336
FourThought Financial
Florida
$59K +$7.58K +36 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
337
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58K +$57.5K +273 New
Group One Trading
338
Group One Trading
Illinois
$54K +$54.1K +257 New
JFGIW
339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K
ASN
340
Advisory Services Network
Georgia
$53K +$53.1K +252 New
FHA
341
First Horizon Advisors
Tennessee
$52K
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.3K -$34.7K -165 -41%
EBA
343
Eagle Bay Advisors
New York
$49K +$47.6K +226 New
SAM
344
Shell Asset Management
Netherlands
$45K
LWA
345
Lenox Wealth Advisors
New York
$44K
HL
346
Harding Loevner
New Jersey
$43K
JCM
347
Jacobi Capital Management
Pennsylvania
$40K
PP
348
PrairieView Partners
Minnesota
$40K
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$36K
CA
350
Clearstead Advisors
Ohio
$35K -$5.26K -25 -13%

IPGP Hedge Fund Activity: Q2 2021 in Review

396 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2021, worth a combined $7.34B — up 4% from $7.06B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IPGP and 38 opened new positions — a net loss of 26 holders — while 148 trimmed existing stakes and 132 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $125M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $43.5M sold.

  • 396 institutional investors held IPG Photonics (IPGP) as of Q2 2021, down from 425 in Q1 2021.
  • Funds reported $7.34B of IPG Photonics stock for Q2 2021, up 4% quarter-over-quarter.
  • 38 funds opened new IPG Photonics positions in Q2 2021 and 64 closed out, a net change of -26 holders.
  • The largest IPG Photonics buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $125M added.
  • The largest IPG Photonics seller in Q2 2021 was Motley Fool Wealth Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.