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IPG Photonics

474 hedge funds and large institutions have $5.01B invested in IPG Photonics in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% more ownership

Funds ownership: 59.03%59.59% (+0.55%)

8% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 178

7% less funds holding

Funds holding: 509474 (-35)

28% less capital invested

Capital invested by funds: $6.99B → $5.01B (-$1.98B)

30% less call options, than puts

Call options by funds: $40M | Put options by funds: $57.5M

32% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 98

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
474
Holders Change
-35
Holders Change %
-6.88%
% of All Funds
10.83%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.11%
New
67
Increased
164
Reduced
178
Closed
98
Calls
$40M
Puts
$57.5M
Net Calls
-$17.5M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$45.9M +$39.4M +212,492 +261%
BNP Paribas Asset Management
27
BNP Paribas Asset Management
France
$45.7M +$54M +290,970 +14,023%
UBS AM
28
UBS AM
Illinois
$43.2M -$50.4M -271,497 -50%
Baillie Gifford & Co
29
Baillie Gifford & Co
United Kingdom
$42.7M +$6.59M +35,498 +15%
Handelsbanken Fonder
30
Handelsbanken Fonder
Sweden
$40.9M -$1.86M -10,000 -4%
Citadel Advisors
31
Citadel Advisors
Florida
$39.7M +$43.1M +232,220 +1,051%
RA
32
Royce & Associates
New York
$36.5M +$817K +4,401 +2%
VIA
33
Vident Investment Advisory
Georgia
$35M +$12.3M +66,220 +42%
MAMU
34
Marathon Asset Management (UK)
United Kingdom
$34.9M -$548K -2,951 -1%
Charles Schwab
35
Charles Schwab
California
$33.9M +$964K +5,197 +2%
GT
36
Glenmede Trust
Pennsylvania
$32.9M -$3.14M -16,919 -7%
WRF
37
Waddell & Reed Financial
Kansas
$32.7M -$10.3M -55,255 -21%
KCM
38
Keywise Capital Management
Cayman Islands
$32.4M -$575K -3,100 -1%
RS
39
Robeco Schweiz
Switzerland
$31.9M +$5.57M +30,000 +18%
EWM
40
Evercore Wealth Management
New York
$30.2M +$35.9M +193,329 New
MFWM
41
Motley Fool Wealth Management
Virginia
$29.4M +$183K +985 +0.5%
Ameriprise
42
Ameriprise
Minnesota
$28M -$8.92M -48,081 -21%
SI
43
Scout Investments
Missouri
$27.9M +$33.2M +178,945 New
Morgan Stanley
44
Morgan Stanley
New York
$25.3M -$21.7M -116,735 -42%
Two Sigma Investments
45
Two Sigma Investments
New York
$24.8M +$29.5M +158,801 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$24.1M +$3.71K +20 +0%
Goldman Sachs
47
Goldman Sachs
New York
$23.8M -$62.7M -338,043 -69%
CC
48
Cannell & Co
New York
$22.2M
Renaissance Technologies
49
Renaissance Technologies
New York
$21.1M +$25.1M +135,000 New
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$20.9M -$268K -1,443 -1%

IPGP Hedge Fund Activity: Q3 2018 in Review

474 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q3 2018, worth a combined $5.01B — down 28% from $6.99B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IPGP and 67 opened new positions — a net loss of 31 holders — while 178 trimmed existing stakes and 164 added.

The largest buyer was Mackenzie Financial, adding an estimated $121M. The largest seller was Wellington Management Group, cutting an estimated $221M.

  • 474 institutional investors held IPG Photonics (IPGP) as of Q3 2018, down from 509 in Q2 2018.
  • Funds reported $5.01B of IPG Photonics stock for Q3 2018, down 28% quarter-over-quarter.
  • 67 funds opened new IPG Photonics positions in Q3 2018 and 98 closed out, a net change of -31 holders.
  • The largest IPG Photonics buyer in Q3 2018 was Mackenzie Financial, an estimated $121M added.
  • The largest IPG Photonics seller in Q3 2018 was Wellington Management Group, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2018.