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IPG Photonics

438 hedge funds and large institutions have $5.38B invested in IPG Photonics in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $43M

1% more capital invested

Capital invested by funds: $5.35B → $5.38B (+$28.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.87% less ownership

Funds ownership: 66.55%65.68% (-0.87%)

6% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 157

2% less funds holding

Funds holding: 449438 (-11)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

Holders
438
Holders Change
-11
Holders Change %
-2.45%
% of All Funds
9.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
42
Increased
147
Reduced
157
Closed
48
Calls
$48.4M
Puts
$43M
Net Calls
+$5.41M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$54M -$5.51M -36,458 -9%
DGI
27
Disciplined Growth Investors
Minnesota
$53.2M -$2.44M -16,137 -4%
Fundsmith LLP
28
Fundsmith LLP
United Kingdom
$52.3M +$18.2M +120,212 +55%
Legal & General Group
29
Legal & General Group
United Kingdom
$47.8M -$107K -708 -0.2%
WRF
30
Waddell & Reed Financial
Kansas
$44M -$57.4M -379,487 -57%
Goldman Sachs
31
Goldman Sachs
New York
$43.3M +$3.73M +24,658 +10%
Baillie Gifford & Co
32
Baillie Gifford & Co
United Kingdom
$42.4M -$203K -1,342 -0.5%
Charles Schwab
33
Charles Schwab
California
$39M +$1.64M +10,829 +4%
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$38.2M +$35.4M +233,984 +1,205%
Morgan Stanley
35
Morgan Stanley
New York
$38M -$24.7M -163,152 -40%
EWM
36
Evercore Wealth Management
New York
$35.3M +$3.79M +25,040 +12%
Handelsbanken Fonder
37
Handelsbanken Fonder
Sweden
$35.2M -$7.11M -47,018 -17%
RS
38
Robeco Schweiz
Switzerland
$34M
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$33.3M -$12.4M -82,184 -28%
MFWM
40
Motley Fool Wealth Management
Virginia
$32.2M +$1.39M +9,215 +5%
RA
41
Royce & Associates
New York
$32M +$302 +2 +0%
ATO
42
Alecta Tjanstepension Omsesidigt
Sweden
$30.8M
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$30.4M +$16.2M +106,847 +118%
Fisher Asset Management
44
Fisher Asset Management
Washington
$30.1M +$5.81M +38,428 +25%
CC
45
Cannell & Co
New York
$28.7M +$7.04M +46,540 +33%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$27.1M -$810K -5,356 -3%
Bank of America
47
Bank of America
North Carolina
$25.1M -$17.8M -117,670 -42%
VIA
48
Vident Investment Advisory
Georgia
$23.4M +$1.02M +6,767 +5%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$23.2M -$297K -1,961 -1%
CPH
50
C Partners Holding
Switzerland
$22.4M +$3.23M +21,349 +17%

IPGP Hedge Fund Activity: Q2 2019 in Review

438 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2019, worth a combined $5.38B — up 0.54% from $5.35B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IPGP and 42 opened new positions — a net loss of 6 holders — while 157 trimmed existing stakes and 147 added.

The largest buyer was Invesco, adding an estimated $106M. The largest seller was Waddell & Reed Financial, cutting an estimated $57.4M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q2 2019, down from 449 in Q1 2019.
  • Funds reported $5.38B of IPG Photonics stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 42 funds opened new IPG Photonics positions in Q2 2019 and 48 closed out, a net change of -6 holders.
  • The largest IPG Photonics buyer in Q2 2019 was Invesco, an estimated $106M added.
  • The largest IPG Photonics seller in Q2 2019 was Waddell & Reed Financial, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2019.