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IPG Photonics

422 hedge funds and large institutions have $7.57B invested in IPG Photonics in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 126 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 27

30% more capital invested

Capital invested by funds: $5.82B → $7.57B (+$1.75B)

10% more funds holding

Funds holding: 382422 (+40)

5% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $21.4M

1.5% less ownership

Funds ownership: 64.36%62.86% (-1.5%)

14% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 147

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
422
Holders Change
+40
Holders Change %
+10.47%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
70
Increased
126
Reduced
147
Closed
27
Calls
$22.6M
Puts
$21.4M
Net Calls
+$1.16M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Washington Trust
Rhode Island
$22K
TPCW
377
TD Private Client Wealth
New York
$19.7K
EI
378
Ellevest Inc
New York
$19K
TFM
379
TFC Financial Management
Massachusetts
$19K
MA
380
MUFG Americas
New York
$19K +$601 +3 +4%
MGIM
381
M&G Investment Management
United Kingdom
$18.1K +$2.28M +11,367 +16%
CFGS
382
Concourse Financial Group Securities
Alabama
$18K +$4.01K +20 +33%
GAM
383
Gemmer Asset Management
California
$17K
WAS
384
Winch Advisory Services
Wisconsin
$17K
VCG
385
Vantage Consulting Group
Virginia
$17K +$15.6K +78 New
RPWA
386
Regent Peak Wealth Advisors
Georgia
$16K +$14.4K +72 New
GWM
387
Geneos Wealth Management
Colorado
$15K
BCA
388
Berman Capital Advisors
Georgia
$15K +$7.01K +35 +100%
TWA
389
TCI Wealth Advisors
Arizona
$15K +$12K +60 +1,000%
JWM
390
Janiczek Wealth Management
Colorado
$13K +$6.61K +33 +143%
PA
391
Parallel Advisors
California
$12K -$13.8K -69 -56%
CI
392
CX Institutional
Indiana
$12K -$200 -1 -2%
AJ
393
Ashburton (Jersey)
Jersey
$10K
SAI
394
Systematic Alpha Investments
New Jersey
$10K +$8.81K +44 New
S
395
SignatureFD
Georgia
$9K
MF
396
Manchester Financial
California
$8K
GRP
397
Global Retirement Partners
California
$6K -$801 -4 -14%
EARNEST Partners
398
EARNEST Partners
Georgia
$6K
CA
399
Crewe Advisors
Utah
$6K +$5.61K +28 New
AssetMark Inc
400
AssetMark Inc
California
$5K

IPGP Hedge Fund Activity: Q4 2020 in Review

422 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2020, worth a combined $7.57B — up 30% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IPGP positions and 27 closed out — a net gain of 43 holders — while 126 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $98.1M. The largest seller was Lazard Asset Management, cutting an estimated $91.8M.

  • 422 institutional investors held IPG Photonics (IPGP) as of Q4 2020, up from 382 in Q3 2020.
  • Funds reported $7.57B of IPG Photonics stock for Q4 2020, up 30% quarter-over-quarter.
  • 70 funds opened new IPG Photonics positions in Q4 2020 and 27 closed out, a net change of +43 holders.
  • The largest IPG Photonics buyer in Q4 2020 was BlackRock, an estimated $98.1M added.
  • The largest IPG Photonics seller in Q4 2020 was Lazard Asset Management, an estimated $91.8M sold.

Based on aggregated 13F filings for Q4 2020.