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IPG Photonics

410 hedge funds and large institutions have $5.5B invested in IPG Photonics in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 41

42% more capital invested

Capital invested by funds: $3.87B → $5.5B (+$1.63B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 380410 (+30)

1.41% less ownership

Funds ownership: 66.16%64.75% (-1.4%)

17% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $39.4M

43% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 173

Holders
410
Holders Change
+30
Holders Change %
+7.89%
% of All Funds
8.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
72
Increased
99
Reduced
173
Closed
41
Calls
$32.8M
Puts
$39.4M
Net Calls
-$6.61M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
376
Hartford Financial Management
Connecticut
$8K
AJ
377
Ashburton (Jersey)
Jersey
$7K -$13.7K -96 -69%
MF
378
Manchester Financial
California
$6K
BL
379
Balentine LLC
Georgia
$6K +$2.56K +18 +106%
GRP
380
Global Retirement Partners
California
$5K -$49.8K -350 -91%
S
381
SignatureFD
Georgia
$5K -$6.41K -45 -60%
BCA
382
Berman Capital Advisors
Georgia
$5K -$3.13K -22 -39%
CI
383
CX Institutional
Indiana
$5K +$2.99K +21 +162%
EARNEST Partners
384
EARNEST Partners
Georgia
$4K
SLF
385
Sun Life Financial
Ontario, Canada
$4K
KPW
386
Kore Private Wealth
New York
$4K +$3.56K +25 New
SWA
387
Sutton Wealth Advisors
Florida
$3.05K +$2.71K +19 New
QCG
388
Quadrant Capital Group
Ohio
$3K -$73.1K -513 -96%
SFS
389
Sowell Financial Services
Arkansas
$3K -$5.41K -38 -70%
HR
390
Howe & Rusling
New York
$3K -$1.14K -8 -31%
ZB
391
Zions Bancorporation
Utah
$3K -$854 -6 -26%
AssetMark Inc
392
AssetMark Inc
California
$3K -$427 -3 -14%
CFGS
393
Concourse Financial Group Securities
Alabama
$3K -$427 -3 -14%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$3K
HFA
395
HC Financial Advisors
California
$3K
CA
396
Centerpoint Advisors
Massachusetts
$3K +$2.28K +16 New
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$2K
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$2K +$1.42K +10 New
JWM
399
Janiczek Wealth Management
Colorado
$2K +$1.57K +11 New
TFO
400
Tarbox Family Office
California
$2K +$2.14K +15 New

IPGP Hedge Fund Activity: Q2 2020 in Review

410 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2020, worth a combined $5.5B — up 42% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IPGP positions and 41 closed out — a net gain of 31 holders — while 99 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $65.4M. The largest seller was Eagle Asset Management, cutting an estimated $38.9M.

  • 410 institutional investors held IPG Photonics (IPGP) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $5.5B of IPG Photonics stock for Q2 2020, up 42% quarter-over-quarter.
  • 72 funds opened new IPG Photonics positions in Q2 2020 and 41 closed out, a net change of +31 holders.
  • The largest IPG Photonics buyer in Q2 2020 was Fidelity Investments, an estimated $65.4M added.
  • The largest IPG Photonics seller in Q2 2020 was Eagle Asset Management, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2020.