IPG Photonics
IPGP
396 hedge funds and large institutions have $7.34B invested in IPG Photonics in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 148 reducing their positions, and 64 closing their positions.
2.47% more ownership
Funds ownership: 62.8% → 65.26% (+2.5%)
4% more capital invested
Capital invested by funds: $7.06B → $7.34B (+$279M)
7% less funds holding
Funds holding: 425 → 396 (-29)
11% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 148
41% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 64
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
76% less call options, than puts
Call options by funds: $9.38M | Put options by funds: $39.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$125M |
| 2 |
Morgan Stanley
New York
|
+$47.6M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$43.6M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$36.8M |
| 5 |
Rafferty Asset Management
New York
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$43.5M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$23.4M |
| 3 |
BlackRock
New York
|
-$18.9M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$18.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$16.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
AssetMark Inc
Concord,
California
| – | -$5K | -24 | Closed |
|
|
SBL
452
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$4K | -21 | Closed |
|
|
SLF
453
Sun Life Financial
Toronto,
Ontario, Canada
| – | -$4K | -21 | Closed |
|
|
MIM
454
Macroview Investment Management
Bethesda,
Maryland
| – | -$3K | -16 | Closed |
|
|
CFO
455
CVA Family Office
Denver,
Colorado
| – | -$2K | -10 | Closed |
|
|
IAIM
456
International Assets Investment Management
Orlando,
Florida
| – | -$1K | -6 | Closed |
|
|
AWM
457
Avior Wealth Management
Omaha,
Nebraska
| – | +$211 | +1 | New |
|
|
WAM
458
Wolverine Asset Management
Chicago,
Illinois
| – | +$211 | +1 | New |
|
|
ZB
459
Zions Bancorporation
Salt Lake City,
Utah
| – | +$421 | +2 | New |
|
IPGP Hedge Fund Activity: Q2 2021 in Review
396 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2021, worth a combined $7.34B — up 4% from $7.06B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of IPGP and 38 opened new positions — a net loss of 26 holders — while 148 trimmed existing stakes and 132 added.
The largest buyer was Pictet Asset Management (UK), adding an estimated $125M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $43.5M sold.
- 396 institutional investors held IPG Photonics (IPGP) as of Q2 2021, down from 425 in Q1 2021.
- Funds reported $7.34B of IPG Photonics stock for Q2 2021, up 4% quarter-over-quarter.
- 38 funds opened new IPG Photonics positions in Q2 2021 and 64 closed out, a net change of -26 holders.
- The largest IPG Photonics buyer in Q2 2021 was Pictet Asset Management (UK), an estimated $125M added.
- The largest IPG Photonics seller in Q2 2021 was Motley Fool Wealth Management, an estimated $43.5M sold.
Based on aggregated 13F filings for Q2 2021.