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IPG Photonics

438 hedge funds and large institutions have $5.38B invested in IPG Photonics in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $43M

1% more capital invested

Capital invested by funds: $5.35B → $5.38B (+$28.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.87% less ownership

Funds ownership: 66.55%65.68% (-0.87%)

6% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 157

2% less funds holding

Funds holding: 449438 (-11)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

Holders
438
Holders Change
-11
Holders Change %
-2.45%
% of All Funds
9.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
42
Increased
147
Reduced
157
Closed
48
Calls
$48.4M
Puts
$43M
Net Calls
+$5.41M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$24K
BFEC
377
Benjamin F. Edwards & Company
Missouri
$23K
AJ
378
Ashburton (Jersey)
Jersey
$23K +$23K +152 New
EWM
379
Executive Wealth Management
Michigan
$22K
PVH
380
Psagot Value Holdings
Israel
$22K
LWA
381
Lenox Wealth Advisors
New York
$21K
PCP
382
Proficio Capital Partners
Massachusetts
$21K +$13.8K +91 +202%
Federated Hermes
383
Federated Hermes
Pennsylvania
$19K -$151 -1 -0.8%
CAW
384
Cornerstone Advisors (Washington)
Washington
$18K +$6.65K +44 +59%
PA
385
Parallel Advisors
California
$18K +$7.41K +49 +72%
CFB
386
Cullen/Frost Bankers
Texas
$18K +$17.5K +116 New
TC
387
Truvestments Capital
Florida
$17K
FPFS
388
First Personal Financial Services
North Carolina
$17K +$605 +4 +4%
GLI
389
Guardian Life Insurance
New York
$16K
GWM
390
Geneos Wealth Management
Colorado
$15K -$4.54K -30 -23%
FCB
391
First Command Bank
Texas
$15K
FCFS
392
First Command Financial Services
Texas
$15K
QCIG
393
Quad-Cities Investment Group
Iowa
$15K
Bessemer Group
394
Bessemer Group
New Jersey
$15K +$6.81K +45 +85%
HPC
395
HM Payson & Co
Maine
$15K +$15.1K +100 New
CFGS
396
Concourse Financial Group Securities
Alabama
$13K -$30.2K -200 -70%
FHA
397
Flagship Harbor Advisors
Massachusetts
$13K -$18.9K -125 -60%
MAM
398
Meeder Asset Management
Ohio
$13K +$2.12K +14 +19%
GAM
399
Gemmer Asset Management
California
$12K
MA
400
MUFG Americas
New York
$12K

IPGP Hedge Fund Activity: Q2 2019 in Review

438 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2019, worth a combined $5.38B — up 0.54% from $5.35B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IPGP and 42 opened new positions — a net loss of 6 holders — while 157 trimmed existing stakes and 147 added.

The largest buyer was Invesco, adding an estimated $106M. The largest seller was Waddell & Reed Financial, cutting an estimated $57.4M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q2 2019, down from 449 in Q1 2019.
  • Funds reported $5.38B of IPG Photonics stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 42 funds opened new IPG Photonics positions in Q2 2019 and 48 closed out, a net change of -6 holders.
  • The largest IPG Photonics buyer in Q2 2019 was Invesco, an estimated $106M added.
  • The largest IPG Photonics seller in Q2 2019 was Waddell & Reed Financial, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2019.