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IPG Photonics

438 hedge funds and large institutions have $3.91B invested in IPG Photonics in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.74% more ownership

Funds ownership: 59.59%66.33% (+6.7%)

7% less funds holding

Funds holding: 473438 (-35)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.01B → $3.91B (-$1.1B)

31% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $46.1M

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 87

Holders
438
Holders Change
-35
Holders Change %
-7.4%
% of All Funds
9.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
56
Increased
150
Reduced
179
Closed
87
Calls
$31.6M
Puts
$46.1M
Net Calls
-$14.4M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
CenterStar Asset Management
Illinois
$19K
BDWM
377
Brewin Dolphin Wealth Management
Ireland
$18.1K +$21.3K +160 New
BFEC
378
Benjamin F. Edwards & Company
Missouri
$17K
LWA
379
Lenox Wealth Advisors
New York
$16K
EWM
380
Executive Wealth Management
Michigan
$16K +$18.7K +141 New
MDCM
381
Morgan Dempsey Capital Management
Wisconsin
$14K -$399 -3 -2%
S
382
SignatureFD
Georgia
$14K +$12K +90 +273%
FPFS
383
First Personal Financial Services
North Carolina
$13K
GLI
384
Guardian Life Insurance
New York
$12K
BCM
385
Brasada Capital Management
Texas
$11K
FCB
386
First Command Bank
Texas
$11K
FCFS
387
First Command Financial Services
Texas
$11K
WAS
388
WESPAC Advisors SoCal
California
$11K
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$11K +$8.77K +66 +189%
PRC
390
Pearl River Capital
Michigan
$11K +$13.3K +100 New
QCIG
391
Quad-Cities Investment Group
Iowa
$11K +$13.3K +100 New
KA
392
Kaizen Advisory
Illinois
$10K -$2.39K -18 -17%
PA
393
Parallel Advisors
California
$10K +$7.18K +54 +142%
GAM
394
Gemmer Asset Management
California
$9K
MA
395
MUFG Americas
New York
$9K
BBHC
396
Brown Brothers Harriman & Co
New York
$9K +$10.6K +80 New
WCM
397
WealthBridge Capital Management
Ohio
$9K +$10.8K +81 New
MOS
398
MGO One Seven
Ohio
$8K -$208K -1,564 -95%
WAS
399
Winch Advisory Services
Wisconsin
$8K
PHK
400
Point72 Hong Kong
Hong Kong
$8K +$9.44K +71 New

IPGP Hedge Fund Activity: Q4 2018 in Review

438 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2018, worth a combined $3.91B — down 22% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IPGP and 56 opened new positions — a net loss of 31 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was First Eagle Investment Management, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $91.7M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q4 2018, down from 473 in Q3 2018.
  • Funds reported $3.91B of IPG Photonics stock for Q4 2018, down 22% quarter-over-quarter.
  • 56 funds opened new IPG Photonics positions in Q4 2018 and 87 closed out, a net change of -31 holders.
  • The largest IPG Photonics buyer in Q4 2018 was First Eagle Investment Management, an estimated $191M added.
  • The largest IPG Photonics seller in Q4 2018 was Fidelity Investments, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2018.