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IPG Photonics

381 hedge funds and large institutions have $4.66B invested in IPG Photonics in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

19% more capital invested

Capital invested by funds: $3.92B → $4.66B (+$742M)

18% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 121

7% more funds holding

Funds holding: 355381 (+26)

0.79% less ownership

Funds ownership: 60.69%59.9% (-0.79%)

18% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $28.5M

Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
9.5%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.37%
New
58
Increased
143
Reduced
121
Closed
28
Calls
$23.4M
Puts
$28.5M
Net Calls
-$5.12M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$40.8M +$18.4M +137,210 +95%
Goldman Sachs
27
Goldman Sachs
New York
$40.7M +$10.6M +79,261 +39%
BTW
28
Boston Trust Walden
Massachusetts
$33.2M -$18.2M -135,924 -37%
MAMU
29
Marathon Asset Management (UK)
United Kingdom
$31.8M -$367K -2,731 -1%
BAM
30
Brilliance Asset Management
Hong Kong
$31.8M +$29.4M +219,344 New
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$30.8M -$966K -7,199 -3%
MFWM
32
Motley Fool Wealth Management
Virginia
$29.2M +$5.77M +42,997 +27%
FAM
33
Fred Alger Management
New York
$29M +$2.1M +15,638 +8%
DGHMC
34
Dalton, Greiner, Hartman, Maher & Co
New York
$28.5M -$231K -1,721 -0.9%
CC
35
Cannell & Co
New York
$28.3M
Ameriprise
36
Ameriprise
Minnesota
$28.2M -$983K -7,325 -4%
Baillie Gifford & Co
37
Baillie Gifford & Co
United Kingdom
$28.2M +$5.32M +39,600 +26%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$27.6M +$4.95M +36,876 +24%
TAM
39
Todd Asset Management
Kentucky
$26.6M -$942K -7,015 -4%
SI
40
Scout Investments
Missouri
$26.3M -$1.79M -13,318 -7%
Charles Schwab
41
Charles Schwab
California
$26.3M +$713K +5,311 +3%
Invesco
42
Invesco
Georgia
$26.2M -$735K -5,476 -3%
EA
43
Emerald Advisers
Pennsylvania
$26M -$1.37M -10,169 -5%
UBS AM
44
UBS AM
Illinois
$25.9M +$2.77M +20,626 +13%
RS
45
Robeco Schweiz
Switzerland
$25.6M +$128K +950 +0.5%
RFS
46
Rockefeller Financial Services
New York
$25.4M +$615K +4,584 +3%
PIM
47
Provident Investment Management
Michigan
$25.1M -$5.78M -43,036 -20%
Principal Financial Group
48
Principal Financial Group
Iowa
$23.4M +$1.05M +7,789 +5%
BHC
49
Bowen Hanes & Co
Florida
$22.1M
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$21.7M +$3.56M +26,500 +22%

IPGP Hedge Fund Activity: Q2 2017 in Review

381 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2017, worth a combined $4.66B — up 19% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IPGP positions and 28 closed out — a net gain of 30 holders — while 143 added to existing stakes and 121 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $43.8M. The largest seller was Fidelity Investments, cutting an estimated $62M.

  • 381 institutional investors held IPG Photonics (IPGP) as of Q2 2017, up from 355 in Q1 2017.
  • Funds reported $4.66B of IPG Photonics stock for Q2 2017, up 19% quarter-over-quarter.
  • 58 funds opened new IPG Photonics positions in Q2 2017 and 28 closed out, a net change of +30 holders.
  • The largest IPG Photonics buyer in Q2 2017 was JP Morgan Chase, an estimated $43.8M added.
  • The largest IPG Photonics seller in Q2 2017 was Fidelity Investments, an estimated $62M sold.

Based on aggregated 13F filings for Q2 2017.