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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
Balyasny Asset Management
326
Balyasny Asset Management
Illinois
-$550K -5,067 Closed
SAM
327
Shell Asset Management
Netherlands
-$536K -4,937 Closed
1WM
328
1900 Wealth Management
Texas
-$433K -3,993 Closed
MML Investors Services
329
MML Investors Services
Massachusetts
-$414K -3,816 Closed
XT
330
XTX Topco
Cayman Islands
-$402K -3,708 Closed
Group One Trading
331
Group One Trading
Illinois
-$327K -3,014 Closed
ACM
332
Aquatic Capital Management
Illinois
-$326K -3,000 Closed
William Blair & Company
333
William Blair & Company
Illinois
-$273K -2,515 Closed
MSRPS
334
Maryland State Retirement & Pension System
Maryland
-$248K -2,288 Closed
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
-$248K -2,282 Closed
SIMG
336
Sonora Investment Management Group
Arizona
-$232K -2,138 Closed
SI
337
Stephens Inc
Arkansas
-$231K -2,132 Closed
M&T Bank
338
M&T Bank
New York
-$228K -2,096 Closed
JGUA
339
John G. Ullman & Associates
New York
-$209K -1,925 Closed
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
-$201K -1,856 Closed
Walleye Capital
341
Walleye Capital
New York
-$76K -700 Closed
AS
342
AM Squared
Hong Kong
-$65.1K -600 Closed
DEM
343
Disciplined Equity Management
Florida
-$43.4K -400 Closed
ASN
344
Advisory Services Network
Georgia
-$38.9K -358 Closed
WTG
345
West Tower Group
Virginia
-$17.8K -164 Closed
PIM
346
Plato Investment Management
Australia
-$15.1K -139 Closed
Bessemer Group
347
Bessemer Group
New Jersey
-$6K -57 Closed
WT
348
Washington Trust
Rhode Island
-$3.26K -30 Closed
IA
349
IFP Advisors
Florida
-$2.71K -25 Closed
TCWA
350
Turtle Creek Wealth Advisors
Texas
-$2.17K -20 Closed

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.