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IPG Photonics
IPGP

427 hedge funds and large institutions have $5.04B invested in IPG Photonics in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

7% more capital invested

Capital invested by funds: $4.72B → $5.04B (+$317M)

4% more funds holding

Funds holding: 410 → 427 (+17)

0.02% more ownership

Funds ownership: 65.5% → 65.52% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 145

54% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $66.7M

Holders
427
Holders Change
+17
Holders Change %
+4.15%
% of All Funds
8.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
60
Increased
135
Reduced
145
Closed
35
Calls
$30.9M
Puts
$66.7M
Net Calls
-$35.8M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$36.5M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$25.9M
4
VanEck Associates
VanEck Associates
New York
+$23M
5
ICP
Indus Capital Partners
New York
+$19.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$136M
2
Parnassus Investments
Parnassus Investments
California
-$76.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$22.1M
5
Artisan Partners
Artisan Partners
Wisconsin
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
376
Flagship Harbor Advisors
Massachusetts
$23K +$20.9K +150 +1,500%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$22K – – –
PVH
378
Psagot Value Holdings
Israel
$21K – – –
AJ
379
Ashburton (Jersey)
Jersey
$20K -$1.67K -12 -8%
S
380
SignatureFD
Georgia
$19K +$1.81K +13 +11%
HPC
381
HM Payson & Co
Maine
$17K -$1.39K -10 -8%
CFB
382
Cullen/Frost Bankers
Texas
$17K – – –
CWP
383
CFM Wealth Partners
Texas
$17K +$16.7K +120 New
TPCW
384
TD Private Client Wealth
New York
$16.8K +$16.1K +116 New
GLI
385
Guardian Life Insurance
New York
$15K – – –
PA
386
Parallel Advisors
California
$15K – – –
1832 Asset Management
387
1832 Asset Management
Ontario, Canada
$14K -$12.5K -90 -47%
First Manhattan
388
First Manhattan
New York
$14K +$13.9K +100 New
ACM
389
Allred Capital Management
Texas
$13.3K +$12.8K +92 New
MA
390
MUFG Americas
New York
$12K – – –
EI
391
Ellevest Inc
New York
$12K +$11.6K +83 New
AIM
392
AIA Investment Management
Singapore
$11K – – –
GAM
393
Gemmer Asset Management
California
$11K – – –
WAS
394
Winch Advisory Services
Wisconsin
$11K – – –
GWM
395
Geneos Wealth Management
Colorado
$10K -$3.62K -26 -26%
Bessemer Group
396
Bessemer Group
New Jersey
$8K – – –
ZB
397
Zions Bancorporation
Utah
$8K +$557 +4 +7%
TF
398
TimeScale Financial
Massachusetts
$7K – – –
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
BCA
400
Berman Capital Advisors
Georgia
$6K – – –
14 15
16
17 18

IPGP Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2019, worth a combined $5.04B — up 6.7% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IPGP positions and 35 closed out — a net gain of 25 holders — while 135 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.3M. The largest seller was Harding Loevner, cutting an estimated $136M.

  • 427 institutional investors held IPG Photonics (IPGP) as of Q4 2019, up from 410 in Q3 2019.
  • Funds reported $5.04B of IPG Photonics stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 60 funds opened new IPG Photonics positions in Q4 2019 and 35 closed out, a net change of +25 holders.
  • The largest IPG Photonics buyer in Q4 2019 was Morgan Stanley, an estimated $66.3M added.
  • The largest IPG Photonics seller in Q4 2019 was Harding Loevner, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2019.