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IPG Photonics

396 hedge funds and large institutions have $7.34B invested in IPG Photonics in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 148 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 62.8%65.26% (+2.5%)

4% more capital invested

Capital invested by funds: $7.06B → $7.34B (+$279M)

7% less funds holding

Funds holding: 425396 (-29)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 148

41% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 64

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

76% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $39.1M

Holders
396
Holders Change
-29
Holders Change %
-6.82%
% of All Funds
6.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
132
Reduced
148
Closed
64
Calls
$9.38M
Puts
$39.1M
Net Calls
-$29.7M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
351
Berman Capital Advisors
Georgia
$28K +$12.6K +60 +82%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$24K
MGIM
353
M&G Investment Management
United Kingdom
$22.5K +$1.88M +8,944 +9%
HPC
354
HM Payson & Co
Maine
$21K
HNB
355
Huntington National Bank
Ohio
$21K
CI
356
CX Institutional
Indiana
$21K +$9.05K +43 +73%
SOW
357
State of Wyoming
Wyoming
$20K +$2.32K +11 +13%
FAM
358
Fred Alger Management
New York
$18K
TFM
359
TFC Financial Management
Massachusetts
$18K
TPCW
360
TD Private Client Wealth
New York
$17.9K
EI
361
Ellevest Inc
New York
$17K
JWM
362
Janiczek Wealth Management
Colorado
$17K +$5.05K +24 +43%
GAM
363
Gemmer Asset Management
California
$16K
WAS
364
Winch Advisory Services
Wisconsin
$16K
GWM
365
Geneos Wealth Management
Colorado
$15K
RE
366
RBC Europe
United Kingdom
$14.8K
S
367
SignatureFD
Georgia
$13K +$4.63K +22 +52%
TWA
368
TCI Wealth Advisors
Arizona
$12K
PA
369
Parallel Advisors
California
$9K -$2.53K -12 -22%
SAI
370
Systematic Alpha Investments
New Jersey
$8K
HFM
371
Harvest Fund Management
China
$7K -$55.6K -264 -88%
WT
372
Washington Trust
Rhode Island
$6K -$13.7K -65 -68%
EARNEST Partners
373
EARNEST Partners
Georgia
$5K
GRP
374
Global Retirement Partners
California
$5K
MCM
375
MV Capital Management
Maryland
$5K +$5.26K +25 New

IPGP Hedge Fund Activity: Q2 2021 in Review

396 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2021, worth a combined $7.34B — up 4% from $7.06B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IPGP and 38 opened new positions — a net loss of 26 holders — while 148 trimmed existing stakes and 132 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $125M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $43.5M sold.

  • 396 institutional investors held IPG Photonics (IPGP) as of Q2 2021, down from 425 in Q1 2021.
  • Funds reported $7.34B of IPG Photonics stock for Q2 2021, up 4% quarter-over-quarter.
  • 38 funds opened new IPG Photonics positions in Q2 2021 and 64 closed out, a net change of -26 holders.
  • The largest IPG Photonics buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $125M added.
  • The largest IPG Photonics seller in Q2 2021 was Motley Fool Wealth Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.