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IPG Photonics

438 hedge funds and large institutions have $5.38B invested in IPG Photonics in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $43M

1% more capital invested

Capital invested by funds: $5.35B → $5.38B (+$28.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.87% less ownership

Funds ownership: 66.55%65.68% (-0.87%)

6% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 157

2% less funds holding

Funds holding: 449438 (-11)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

Holders
438
Holders Change
-11
Holders Change %
-2.45%
% of All Funds
9.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
42
Increased
147
Reduced
157
Closed
48
Calls
$48.4M
Puts
$43M
Net Calls
+$5.41M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
401
Winch Advisory Services
Wisconsin
$12K
WT
402
Whittier Trust
California
$12K +$11.9K +79 New
AssetMark Inc
403
AssetMark Inc
California
$10K -$54.1K -358 -85%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$9.72K +$151 +1 +2%
HGWM
405
Harvest Group Wealth Management
Massachusetts
$8K
ZB
406
Zions Bancorporation
Utah
$8K +$1.51K +10 +24%
CFA
407
Carroll Financial Associates
North Carolina
$7K
MF
408
Manchester Financial
California
$6K +$5.6K +37 New
BCA
409
Berman Capital Advisors
Georgia
$5K -$2.12K -14 -29%
RIA
410
Realta Investment Advisors
Delaware
$5K
GRP
411
Global Retirement Partners
California
$5K +$756 +5 +20%
SLF
412
Sun Life Financial
Ontario, Canada
$4K -$267K -1,767 -98%
CJA
413
C-J Advisory
California
$4K
EARNEST Partners
414
EARNEST Partners
Georgia
$4K
YWP
415
YorkBridge Wealth Partners
New York
$3K -$1.97K -13 -41%
HR
416
Howe & Rusling
New York
$3K -$1.36K -9 -30%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$3K
IFAM
418
Institutional & Family Asset Management
Colorado
$3K
FGAM
419
Financial Gravity Asset Management
Texas
$3K +$1.36K +9 +90%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.36K +9 +69%
BBHC
421
Brown Brothers Harriman & Co
New York
$2K -$10.1K -67 -84%
IAS
422
IMA Advisory Services
Colorado
$2K
PFBT
423
Parkside Financial Bank & Trust
Missouri
$2K
TCOV
424
Trust Company of Vermont
Vermont
$2K +$1.66K +11 New
EWA
425
Evolution Wealth Advisors
Florida
$2K +$1.81K +12 New

IPGP Hedge Fund Activity: Q2 2019 in Review

438 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2019, worth a combined $5.38B — up 0.54% from $5.35B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IPGP and 42 opened new positions — a net loss of 6 holders — while 157 trimmed existing stakes and 147 added.

The largest buyer was Invesco, adding an estimated $106M. The largest seller was Waddell & Reed Financial, cutting an estimated $57.4M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q2 2019, down from 449 in Q1 2019.
  • Funds reported $5.38B of IPG Photonics stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 42 funds opened new IPG Photonics positions in Q2 2019 and 48 closed out, a net change of -6 holders.
  • The largest IPG Photonics buyer in Q2 2019 was Invesco, an estimated $106M added.
  • The largest IPG Photonics seller in Q2 2019 was Waddell & Reed Financial, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2019.