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IPG Photonics

422 hedge funds and large institutions have $7.57B invested in IPG Photonics in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 126 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 27

30% more capital invested

Capital invested by funds: $5.82B → $7.57B (+$1.75B)

10% more funds holding

Funds holding: 382422 (+40)

5% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $21.4M

1.5% less ownership

Funds ownership: 64.36%62.86% (-1.5%)

14% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 147

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
422
Holders Change
+40
Holders Change %
+10.47%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
70
Increased
126
Reduced
147
Closed
27
Calls
$22.6M
Puts
$21.4M
Net Calls
+$1.16M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$55K -$9.01K -45 -15%
TPWA
352
TRUE Private Wealth Advisors
Oregon
$55K
FF
353
FourThought Financial
Florida
$54K +$48.9K +244 New
SFS
354
Sowell Financial Services
Arkansas
$52K -$48.1K -240 -51%
ASN
355
Advisory Services Network
Georgia
$52K +$7.41K +37 +19%
SAM
356
Shell Asset Management
Netherlands
$48K -$127K -632 -75%
LWA
357
Lenox Wealth Advisors
New York
$47K
TC
358
Truvestments Capital
Florida
$47K +$42.7K +213 New
HL
359
Harding Loevner
New Jersey
$45K
RWA
360
Ropes Wealth Advisors
Massachusetts
$45K +$40.1K +200 New
Parallax Volatility Advisers
361
Parallax Volatility Advisers
California
$43K -$814K -4,064 -96%
JCM
362
Jacobi Capital Management
Pennsylvania
$43K
PP
363
PrairieView Partners
Minnesota
$43K
HFM
364
Harvest Fund Management
China
$41K +$36.9K +184 New
ETC
365
Exchange Traded Concepts
Oklahoma
$41K +$37.1K +185 New
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$38K
CA
367
Clearstead Advisors
Ohio
$36K
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$35K +$31.6K +158 New
Acadian Asset Management
369
Acadian Asset Management
Massachusetts
$30K +$26.8K +134 New
AIM
370
Anchor Investment Management
South Carolina
$29.5K +$1.4K +7 +6%
MC
371
Maverick Capital
Texas
$29K -$942K -4,702 -97%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$24K
HPC
373
HM Payson & Co
Maine
$22K
HNB
374
Huntington National Bank
Ohio
$22K
PMFA
375
Plante Moran Financial Advisors
Michigan
$22K

IPGP Hedge Fund Activity: Q4 2020 in Review

422 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2020, worth a combined $7.57B — up 30% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IPGP positions and 27 closed out — a net gain of 43 holders — while 126 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $98.1M. The largest seller was Lazard Asset Management, cutting an estimated $91.8M.

  • 422 institutional investors held IPG Photonics (IPGP) as of Q4 2020, up from 382 in Q3 2020.
  • Funds reported $7.57B of IPG Photonics stock for Q4 2020, up 30% quarter-over-quarter.
  • 70 funds opened new IPG Photonics positions in Q4 2020 and 27 closed out, a net change of +43 holders.
  • The largest IPG Photonics buyer in Q4 2020 was BlackRock, an estimated $98.1M added.
  • The largest IPG Photonics seller in Q4 2020 was Lazard Asset Management, an estimated $91.8M sold.

Based on aggregated 13F filings for Q4 2020.