We are live on ! Find out more
IPGP icon

IPG Photonics

396 hedge funds and large institutions have $7.34B invested in IPG Photonics in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 148 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 62.8%65.26% (+2.5%)

4% more capital invested

Capital invested by funds: $7.06B → $7.34B (+$279M)

7% less funds holding

Funds holding: 425396 (-29)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 148

41% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 64

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

76% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $39.1M

Holders
396
Holders Change
-29
Holders Change %
-6.82%
% of All Funds
6.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
132
Reduced
148
Closed
64
Calls
$9.38M
Puts
$39.1M
Net Calls
-$29.7M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
376
Sutton Wealth Advisors
Florida
$4K
QCG
377
Quadrant Capital Group
Ohio
$4K -$3.16K -15 -47%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$4K -$421 -2 -10%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$4K
HFA
380
HC Financial Advisors
California
$3K
TFO
381
Tarbox Family Office
California
$3K
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.95K +14 New
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.16K +15 New
AIG
384
American International Group
New York
$2.33K -$35.6K -169 -2%
SIS
385
Sound Income Strategies
Florida
$2K
AWA
386
Arkadios Wealth Advisors
Georgia
$2K +$2.1K +10 New
GWS
387
Glassman Wealth Services
Virginia
$1K -$1.68K -8 -57%
LC
388
Lindbrook Capital
California
$1K -$1.47K -7 -70%
LWM
389
Liberty Wealth Management
California
$1K
PFBT
390
Parkside Financial Bank & Trust
Missouri
$1K
BBHC
391
Brown Brothers Harriman & Co
New York
$597 +$360K +1,709 +152%
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$118 -$137K -650 -54%
MFWM
393
Motley Fool Wealth Management
Virginia
-$43.5M -206,332 Closed
WA
394
Wasatch Advisors
Utah
-$16M -75,925 Closed
TIM
395
Thornburg Investment Management
New Mexico
-$9.8M -46,483 Closed
Balyasny Asset Management
396
Balyasny Asset Management
Illinois
-$8.36M -39,627 Closed
Qube Research & Technologies (QRT)
397
Qube Research & Technologies (QRT)
United Kingdom
-$6.71M -31,809 Closed
SCM
398
Sandler Capital Management
New York
-$5.89M -27,940 Closed
Renaissance Technologies
399
Renaissance Technologies
New York
-$3.7M -17,546 Closed
WG
400
Winton Group
United Kingdom
-$3.62M -17,151 Closed

IPGP Hedge Fund Activity: Q2 2021 in Review

396 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2021, worth a combined $7.34B — up 4% from $7.06B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IPGP and 38 opened new positions — a net loss of 26 holders — while 148 trimmed existing stakes and 132 added.

The largest buyer was Pictet Asset Management (UK), adding an estimated $125M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $43.5M sold.

  • 396 institutional investors held IPG Photonics (IPGP) as of Q2 2021, down from 425 in Q1 2021.
  • Funds reported $7.34B of IPG Photonics stock for Q2 2021, up 4% quarter-over-quarter.
  • 38 funds opened new IPG Photonics positions in Q2 2021 and 64 closed out, a net change of -26 holders.
  • The largest IPG Photonics buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $125M added.
  • The largest IPG Photonics seller in Q2 2021 was Motley Fool Wealth Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.