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IPG Photonics

410 hedge funds and large institutions have $5.5B invested in IPG Photonics in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 41

42% more capital invested

Capital invested by funds: $3.87B → $5.5B (+$1.63B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 380410 (+30)

1.41% less ownership

Funds ownership: 66.16%64.75% (-1.4%)

17% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $39.4M

43% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 173

Holders
410
Holders Change
+30
Holders Change %
+7.89%
% of All Funds
8.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
72
Increased
99
Reduced
173
Closed
41
Calls
$32.8M
Puts
$39.4M
Net Calls
-$6.61M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
351
Lenox Wealth Advisors
New York
$33K
JCM
352
Jacobi Capital Management
Pennsylvania
$30K
PP
353
PrairieView Partners
Minnesota
$30K
AWM
354
Apollon Wealth Management
South Carolina
$28K +$24.5K +172 New
CA
355
Clearstead Advisors
Ohio
$26K
FHA
356
Flagship Harbor Advisors
Massachusetts
$24K -$1.42K -10 -6%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$24K
TC
358
Truvestments Capital
Florida
$22K +$11.5K +81 +131%
AIM
359
Anchor Investment Management
South Carolina
$20K
IA
360
IFP Advisors
Florida
$20K -$10.7K -75 -38%
PA
361
Parallel Advisors
California
$19K -$15.8K -111 -47%
VAIA
362
Virtus Alternative Investment Advisers
Connecticut
$17K -$13.8K -97 -48%
HL
363
Harding Loevner
New Jersey
$17K
HNB
364
Huntington National Bank
Ohio
$16K -$120K -840 -89%
First Manhattan
365
First Manhattan
New York
$16K
HPC
366
HM Payson & Co
Maine
$16K
PMFA
367
Plante Moran Financial Advisors
Michigan
$16K +$14.2K +100 New
WT
368
Washington Trust
Rhode Island
$15K
TPCW
369
TD Private Client Wealth
New York
$14.1K +$712 +5 +6%
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$14K +$12.7K +89 New
EI
371
Ellevest Inc
New York
$13K
MA
372
MUFG Americas
New York
$13K
GAM
373
Gemmer Asset Management
California
$12K
WAS
374
Winch Advisory Services
Wisconsin
$12K
GWM
375
Geneos Wealth Management
Colorado
$11K

IPGP Hedge Fund Activity: Q2 2020 in Review

410 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2020, worth a combined $5.5B — up 42% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IPGP positions and 41 closed out — a net gain of 31 holders — while 99 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $65.4M. The largest seller was Eagle Asset Management, cutting an estimated $38.9M.

  • 410 institutional investors held IPG Photonics (IPGP) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $5.5B of IPG Photonics stock for Q2 2020, up 42% quarter-over-quarter.
  • 72 funds opened new IPG Photonics positions in Q2 2020 and 41 closed out, a net change of +31 holders.
  • The largest IPG Photonics buyer in Q2 2020 was Fidelity Investments, an estimated $65.4M added.
  • The largest IPG Photonics seller in Q2 2020 was Eagle Asset Management, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2020.