IPG Photonics
IPGP
382 hedge funds and large institutions have $5.82B invested in IPG Photonics in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 54 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $22.8M
6% more capital invested
Capital invested by funds: $5.5B → $5.82B (+$318M)
0.39% less ownership
Funds ownership: 64.75% → 64.36% (-0.39%)
4% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 137
7% less funds holding
Funds holding: 410 → 382 (-28)
50% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$137M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$87.5M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$67.5M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$37.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.9M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$63.4M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$47.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$46.4M |
| 5 |
Lazard Asset Management
New York
|
-$28.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAIA
426
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| – | -$17K | -104 | Closed |
|
427
First Manhattan
New York
| – | -$16K | -100 | Closed |
|
|
HFM
428
Hartford Financial Management
Hartford,
Connecticut
| – | -$8K | -50 | Closed |
|
|
BL
429
Balentine LLC
Atlanta,
Georgia
| – | -$6K | -35 | Closed |
|
|
KPW
430
Kore Private Wealth
New York
| – | -$4K | -25 | Closed |
|
|
HR
431
Howe & Rusling
Rochester,
New York
| – | -$3K | -18 | Closed |
|
|
CA
432
Centerpoint Advisors
Needham,
Massachusetts
| – | -$3K | -16 | Closed |
|
433
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$2K | -12 | Closed |
|
IPGP Hedge Fund Activity: Q3 2020 in Review
382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2020, worth a combined $5.82B — up 5.8% from $5.5B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of IPGP and 27 opened new positions — a net loss of 27 holders — while 137 trimmed existing stakes and 132 added.
The largest buyer was AllianceBernstein, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $75.9M.
- 382 institutional investors held IPG Photonics (IPGP) as of Q3 2020, down from 410 in Q2 2020.
- Funds reported $5.82B of IPG Photonics stock for Q3 2020, up 5.8% quarter-over-quarter.
- 27 funds opened new IPG Photonics positions in Q3 2020 and 54 closed out, a net change of -27 holders.
- The largest IPG Photonics buyer in Q3 2020 was AllianceBernstein, an estimated $137M added.
- The largest IPG Photonics seller in Q3 2020 was Fidelity Investments, an estimated $75.9M sold.
Based on aggregated 13F filings for Q3 2020.