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IPG Photonics

438 hedge funds and large institutions have $3.91B invested in IPG Photonics in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.74% more ownership

Funds ownership: 59.59%66.33% (+6.7%)

7% less funds holding

Funds holding: 473438 (-35)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.01B → $3.91B (-$1.1B)

31% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $46.1M

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 87

Holders
438
Holders Change
-35
Holders Change %
-7.4%
% of All Funds
9.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
56
Increased
150
Reduced
179
Closed
87
Calls
$31.6M
Puts
$46.1M
Net Calls
-$14.4M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
CSat Investment Advisory
Michigan
$58K +$38.5K +290 +133%
CFGS
352
Concourse Financial Group Securities
Alabama
$58K +$46.3K +348 +212%
FHA
353
Flagship Harbor Advisors
Massachusetts
$53K -$41.9K -315 -40%
SO
354
STRS Ohio
Ohio
$52K
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
$52K +$58K +436 +2,180%
PCG
356
Private Capital Group
Connecticut
$51K -$930 -7 -2%
QI
357
QS Investors
New York
$51K
SQA
358
Simon Quick Advisors
New Jersey
$48K
IA
359
IFP Advisors
Florida
$46K -$17.1K -129 -24%
FHB
360
First Hawaiian Bank
Hawaii
$45K -$595K -4,478 -92%
IIM
361
Ipswich Investment Management
Massachusetts
$44K +$51.2K +385 New
FHA
362
First Horizon Advisors
Tennessee
$42K
IDBONY
363
Israel Discount Bank of New York
New York
$42K +$2.66K +20 +6%
RIM
364
Rampart Investment Management
Connecticut
$39K -$1.04M -7,846 -96%
LS
365
Livforsakringsbolaget Skandia
Sweden
$34K
APA
366
American Portfolios Advisors
New York
$31.2K -$152K -1,143 -81%
SI
367
Stephens Inc
Arkansas
$30K -$13.7K -103 -28%
Pacer Advisors
368
Pacer Advisors
Pennsylvania
$29K -$253K -1,904 -88%
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K
GWM
370
Geneos Wealth Management
Colorado
$26K -$9.84K -74 -24%
MSA
371
Marino Stram & Associates
Massachusetts
$24K +$1.73K +13 +7%
JA
372
JOYN Advisors
Georgia
$23K +$12.9K +97 +92%
LPWM
373
Lake Point Wealth Management
Texas
$23K +$26.6K +200 New
JCM
374
Jacobi Capital Management
Pennsylvania
$22K
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$22K +$17.5K +132 +228%

IPGP Hedge Fund Activity: Q4 2018 in Review

438 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2018, worth a combined $3.91B — down 22% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IPGP and 56 opened new positions — a net loss of 31 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was First Eagle Investment Management, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $91.7M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q4 2018, down from 473 in Q3 2018.
  • Funds reported $3.91B of IPG Photonics stock for Q4 2018, down 22% quarter-over-quarter.
  • 56 funds opened new IPG Photonics positions in Q4 2018 and 87 closed out, a net change of -31 holders.
  • The largest IPG Photonics buyer in Q4 2018 was First Eagle Investment Management, an estimated $191M added.
  • The largest IPG Photonics seller in Q4 2018 was Fidelity Investments, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2018.