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IPG Photonics

382 hedge funds and large institutions have $5.82B invested in IPG Photonics in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $22.8M

6% more capital invested

Capital invested by funds: $5.5B → $5.82B (+$318M)

0.39% less ownership

Funds ownership: 64.75%64.36% (-0.39%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

7% less funds holding

Funds holding: 410382 (-28)

50% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 54

Holders
382
Holders Change
-28
Holders Change %
-6.83%
% of All Funds
7.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
27
Increased
132
Reduced
137
Closed
54
Calls
$25.5M
Puts
$22.8M
Net Calls
+$2.69M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
351
Quantbot Technologies
New York
$12K -$74.1K -449 -86%
GWM
352
Geneos Wealth Management
Colorado
$12K
CFGS
353
Concourse Financial Group Securities
Alabama
$10K +$6.77K +41 +216%
CI
354
CX Institutional
Indiana
$9K +$3.14K +19 +56%
AJ
355
Ashburton (Jersey)
Jersey
$7K
S
356
SignatureFD
Georgia
$7K +$1.98K +12 +40%
MF
357
Manchester Financial
California
$6K
GRP
358
Global Retirement Partners
California
$5K -$825 -5 -15%
BCA
359
Berman Capital Advisors
Georgia
$5K
EARNEST Partners
360
EARNEST Partners
Georgia
$4K
SLF
361
Sun Life Financial
Ontario, Canada
$4K
AssetMark Inc
362
AssetMark Inc
California
$4K +$990 +6 +33%
JWM
363
Janiczek Wealth Management
Colorado
$4K +$1.98K +12 +109%
SWA
364
Sutton Wealth Advisors
Florida
$3.23K
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$3K
HFA
366
HC Financial Advisors
California
$3K
QCG
367
Quadrant Capital Group
Ohio
$3K
TFO
368
Tarbox Family Office
California
$3K
ZB
369
Zions Bancorporation
Utah
$3K
FFA
370
Founders Financial Alliance
North Carolina
$3K +$2.64K +16 New
PW
371
Price Wealth
Texas
$2K
SIS
372
Sound Income Strategies
Florida
$2K
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.81K +11 New
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
$1.01K -$7.43K -45 -0.8%
PFBT
375
Parkside Financial Bank & Trust
Missouri
$1K -$495 -3 -43%

IPGP Hedge Fund Activity: Q3 2020 in Review

382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2020, worth a combined $5.82B — up 5.8% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IPGP and 27 opened new positions — a net loss of 27 holders — while 137 trimmed existing stakes and 132 added.

The largest buyer was AllianceBernstein, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $75.9M.

  • 382 institutional investors held IPG Photonics (IPGP) as of Q3 2020, down from 410 in Q2 2020.
  • Funds reported $5.82B of IPG Photonics stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 27 funds opened new IPG Photonics positions in Q3 2020 and 54 closed out, a net change of -27 holders.
  • The largest IPG Photonics buyer in Q3 2020 was AllianceBernstein, an estimated $137M added.
  • The largest IPG Photonics seller in Q3 2020 was Fidelity Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q3 2020.