IPG Photonics
IPGP
379 hedge funds and large institutions have $5.43B invested in IPG Photonics in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 123 reducing their positions, and 58 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 123
0.15% more ownership
Funds ownership: 65.26% → 65.42% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 396 → 379 (-17)
26% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 58
26% less capital invested
Capital invested by funds: $7.34B → $5.43B (-$1.91B)
78% less call options, than puts
Call options by funds: $13.6M | Put options by funds: $61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
+$80.4M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$53.7M |
| 3 |
Lazard Asset Management
New York
|
+$51.5M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$46.8M |
| 5 |
Fundsmith LLP
London,
United Kingdom
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$184M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$70.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$58.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$41.3M |
| 5 |
Rafferty Asset Management
New York
|
-$28.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
426
TCI Wealth Advisors
Tucson,
Arizona
| – | -$10.3K | -56 | -95% |
|
|
HFA
427
HC Financial Advisors
Lafayette,
California
| – | -$3K | -16 | Closed |
|
|
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$3K | -15 | Closed |
|
|
SIS
429
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2K | -9 | Closed |
|
|
LC
430
Lindbrook Capital
Calabasas,
California
| – | -$1K | -3 | Closed |
|
431
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$367 | +2 | New |
|
|
MA
432
MCF Advisors
Covington,
Kentucky
| – | +$551 | +3 | New |
|
IPGP Hedge Fund Activity: Q3 2021 in Review
379 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2021, worth a combined $5.43B — down 26% from $7.34B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IPGP and 43 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 138 added.
The largest buyer was First Eagle Investment Management, adding an estimated $80.4M. The largest seller was Artisan Partners, exiting entirely with an estimated $184M sold.
- 379 institutional investors held IPG Photonics (IPGP) as of Q3 2021, down from 396 in Q2 2021.
- Funds reported $5.43B of IPG Photonics stock for Q3 2021, down 26% quarter-over-quarter.
- 43 funds opened new IPG Photonics positions in Q3 2021 and 58 closed out, a net change of -15 holders.
- The largest IPG Photonics buyer in Q3 2021 was First Eagle Investment Management, an estimated $80.4M added.
- The largest IPG Photonics seller in Q3 2021 was Artisan Partners, an estimated $184M sold.
Based on aggregated 13F filings for Q3 2021.