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IPG Photonics
IPGP

427 hedge funds and large institutions have $5.04B invested in IPG Photonics in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

7% more capital invested

Capital invested by funds: $4.72B → $5.04B (+$317M)

4% more funds holding

Funds holding: 410 → 427 (+17)

0.02% more ownership

Funds ownership: 65.5% → 65.52% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 145

54% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $66.7M

Holders
427
Holders Change
+17
Holders Change %
+4.15%
% of All Funds
8.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
60
Increased
135
Reduced
145
Closed
35
Calls
$30.9M
Puts
$66.7M
Net Calls
-$35.8M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$36.5M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$25.9M
4
VanEck Associates
VanEck Associates
New York
+$23M
5
ICP
Indus Capital Partners
New York
+$19.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$136M
2
Parnassus Investments
Parnassus Investments
California
-$76.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$22.1M
5
Artisan Partners
Artisan Partners
Wisconsin
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
351
Tower Research Capital (TRC)
New York
$80K -$134K -964 -64%
MME
352
Meag Munich Ergo
Germany
$77K -$239K -1,714 -76%
GT
353
Glenmede Trust
Pennsylvania
$77K +$23K +165 +45%
EW
354
Evoke Wealth
California
$74.3K +$71K +510 +17,000%
SI
355
Stephens Inc
Arkansas
$74K – – –
QI
356
QS Investors
New York
$74K +$8.63K +62 +14%
MERSOM
357
Municipal Employees' Retirement System of Michigan
Michigan
$70K – – –
CG
358
Cutler Group
California
$66K -$69.6K -500 -52%
PCG
359
Private Capital Group
Connecticut
$64K -$1.53K -11 -2%
BDS
360
Banco de Sabadell
Florida
$58K – – –
GRP
361
Global Retirement Partners
California
$55K – – –
FHA
362
First Horizon Advisors
Tennessee
$47K -$5.57K -40 -11%
LS
363
Livforsakringsbolaget Skandia
Sweden
$43K – – –
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$39K +$16.3K +117 +78%
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$39K +$37.6K +270 New
APA
366
American Portfolios Advisors
New York
$38.4K -$696 -5 -2%
LWA
367
Lenox Wealth Advisors
New York
$37K +$24.4K +175 +213%
AIM
368
Anchor Investment Management
South Carolina
$36.2K – – –
HL
369
Harding Loevner
New Jersey
$36K -$136M -974,694 -100%
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
TPWA
371
TRUE Private Wealth Advisors
Oregon
$36K +$34.8K +250 New
OPS
372
Orion Portfolio Solutions
Nebraska
$31K +$29.5K +212 New
IA
373
IFP Advisors
Florida
$29K – – –
JCM
374
Jacobi Capital Management
Pennsylvania
$28K – – –
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
13 14
15
16 17

IPGP Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2019, worth a combined $5.04B — up 6.7% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IPGP positions and 35 closed out — a net gain of 25 holders — while 135 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.3M. The largest seller was Harding Loevner, cutting an estimated $136M.

  • 427 institutional investors held IPG Photonics (IPGP) as of Q4 2019, up from 410 in Q3 2019.
  • Funds reported $5.04B of IPG Photonics stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 60 funds opened new IPG Photonics positions in Q4 2019 and 35 closed out, a net change of +25 holders.
  • The largest IPG Photonics buyer in Q4 2019 was Morgan Stanley, an estimated $66.3M added.
  • The largest IPG Photonics seller in Q4 2019 was Harding Loevner, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2019.