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IPG Photonics

438 hedge funds and large institutions have $3.91B invested in IPG Photonics in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.74% more ownership

Funds ownership: 59.59%66.33% (+6.7%)

7% less funds holding

Funds holding: 473438 (-35)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.01B → $3.91B (-$1.1B)

31% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $46.1M

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 87

Holders
438
Holders Change
-35
Holders Change %
-7.4%
% of All Funds
9.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
56
Increased
150
Reduced
179
Closed
87
Calls
$31.6M
Puts
$46.1M
Net Calls
-$14.4M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
401
Rehmann Capital Advisory Group
Michigan
$7.02K -$6.38K -48 -44%
YWP
402
YorkBridge Wealth Partners
New York
$7K -$90.7K -682 -92%
ZB
403
Zions Bancorporation
Utah
$7K +$5.85K +44 +244%
Bessemer Group
404
Bessemer Group
New Jersey
$6K +$7.04K +53 New
LFA
405
Legacy Financial Advisors
Kentucky
$5K
PCP
406
Proficio Capital Partners
Massachusetts
$5K +$3.46K +26 +137%
BCA
407
Berman Capital Advisors
Georgia
$5K +$6.65K +50 New
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$4K -$1.86K -14 -29%
CHP
409
Cable Hill Partners
Oregon
$4K -$266 -2 -6%
QCG
410
Quadrant Capital Group
Ohio
$4K +$1.06K +8 +22%
CAW
411
Cornerstone Advisors (Washington)
Washington
$4K +$3.06K +23 +288%
LNB
412
Ledyard National Bank
$4K +$4.65K +35 New
CAM
413
Cresset Asset Management
Illinois
$4K +$5.05K +38 New
EARNEST Partners
414
EARNEST Partners
Georgia
$3K
GRP
415
Global Retirement Partners
California
$3K
HR
416
Howe & Rusling
New York
$3K
WB
417
Webster Bank
Connecticut
$3K
CJA
418
C-J Advisory
California
$3K +$1.2K +9 +53%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$2.49K +$2.92K +22 New
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$2K
IAS
421
IMA Advisory Services
Colorado
$2K
IFAM
422
Institutional & Family Asset Management
Colorado
$2K
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.46K +11 +138%
AAMU
424
Amundi Asset Management US
Massachusetts
$1.63K -$819K -6,164 -30%
WPA
425
West Paces Advisors
Georgia
$1.25K

IPGP Hedge Fund Activity: Q4 2018 in Review

438 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2018, worth a combined $3.91B — down 22% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IPGP and 56 opened new positions — a net loss of 31 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was First Eagle Investment Management, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $91.7M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q4 2018, down from 473 in Q3 2018.
  • Funds reported $3.91B of IPG Photonics stock for Q4 2018, down 22% quarter-over-quarter.
  • 56 funds opened new IPG Photonics positions in Q4 2018 and 87 closed out, a net change of -31 holders.
  • The largest IPG Photonics buyer in Q4 2018 was First Eagle Investment Management, an estimated $191M added.
  • The largest IPG Photonics seller in Q4 2018 was Fidelity Investments, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2018.