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IPG Photonics
IPGP

427 hedge funds and large institutions have $5.04B invested in IPG Photonics in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

7% more capital invested

Capital invested by funds: $4.72B → $5.04B (+$317M)

4% more funds holding

Funds holding: 410 → 427 (+17)

0.02% more ownership

Funds ownership: 65.5% → 65.52% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 145

54% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $66.7M

Holders
427
Holders Change
+17
Holders Change %
+4.15%
% of All Funds
8.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
60
Increased
135
Reduced
145
Closed
35
Calls
$30.9M
Puts
$66.7M
Net Calls
-$35.8M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$36.5M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$25.9M
4
VanEck Associates
VanEck Associates
New York
+$23M
5
ICP
Indus Capital Partners
New York
+$19.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$136M
2
Parnassus Investments
Parnassus Investments
California
-$76.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$22.1M
5
Artisan Partners
Artisan Partners
Wisconsin
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
401
Oppenheimer Asset Management
New York
$5K -$98.3K -706 -95%
MF
402
Manchester Financial
California
$5K +$5.15K +37 New
HGWM
403
Harvest Group Wealth Management
Massachusetts
$4K -$2.37K -17 -33%
EARNEST Partners
404
EARNEST Partners
Georgia
$4K – – –
AssetMark Inc
405
AssetMark Inc
California
$4K +$1.11K +8 +44%
TFO
406
Tarbox Family Office
California
$4K +$4.18K +30 New
SLF
407
Sun Life Financial
Ontario, Canada
$3K -$1.11K -8 -28%
HR
408
Howe & Rusling
New York
$3K – – –
PFBT
409
Parkside Financial Bank & Trust
Missouri
$3K – – –
CFGS
410
Concourse Financial Group Securities
Alabama
$3K +$557 +4 +22%
SFS
411
Sowell Financial Services
Arkansas
$2K -$1.25K -9 -36%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
IFAM
413
Institutional & Family Asset Management
Colorado
$2K – – –
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$2K – – –
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.09K +15 New
WT
416
Whittier Trust
California
$2K +$2.09K +15 New
BBHC
417
Brown Brothers Harriman & Co
New York
$1K -$418 -3 -23%
CI
418
CX Institutional
Indiana
$1K -$418 -3 -33%
LWM
419
Liberty Wealth Management
California
$1K – – –
QCG
420
Quadrant Capital Group
Ohio
$1K – – –
SIS
421
Sound Income Strategies
Florida
$1K – – –
TIM
422
Tortoise Investment Management
New York
$1K – – –
BL
423
Balentine LLC
Georgia
$1K +$557 +4 New
CFG
424
Citizens Financial Group
Rhode Island
$1K +$696 +5 New
LP
425
LMR Partners
United Kingdom
$749 +$719K +5,166 New
15 16
17
18 19

IPGP Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2019, worth a combined $5.04B — up 6.7% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IPGP positions and 35 closed out — a net gain of 25 holders — while 135 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.3M. The largest seller was Harding Loevner, cutting an estimated $136M.

  • 427 institutional investors held IPG Photonics (IPGP) as of Q4 2019, up from 410 in Q3 2019.
  • Funds reported $5.04B of IPG Photonics stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 60 funds opened new IPG Photonics positions in Q4 2019 and 35 closed out, a net change of +25 holders.
  • The largest IPG Photonics buyer in Q4 2019 was Morgan Stanley, an estimated $66.3M added.
  • The largest IPG Photonics seller in Q4 2019 was Harding Loevner, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2019.