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IPG Photonics
IPGP

427 hedge funds and large institutions have $5.04B invested in IPG Photonics in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

7% more capital invested

Capital invested by funds: $4.72B → $5.04B (+$317M)

4% more funds holding

Funds holding: 410 → 427 (+17)

0.02% more ownership

Funds ownership: 65.5% → 65.52% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 145

54% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $66.7M

Holders
427
Holders Change
+17
Holders Change %
+4.15%
% of All Funds
8.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
60
Increased
135
Reduced
145
Closed
35
Calls
$30.9M
Puts
$66.7M
Net Calls
-$35.8M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.3M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$36.5M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$25.9M
4
VanEck Associates
VanEck Associates
New York
+$23M
5
ICP
Indus Capital Partners
New York
+$19.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$136M
2
Parnassus Investments
Parnassus Investments
California
-$76.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$22.1M
5
Artisan Partners
Artisan Partners
Wisconsin
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$48.3M -$2.35M -16,898 -5%
Legal & General Group
27
Legal & General Group
United Kingdom
$43.4M -$55.3K -397 -0.1%
BNP Paribas Asset Management
28
BNP Paribas Asset Management
France
$42.5M -$6.59M -47,324 -14%
Baillie Gifford & Co
29
Baillie Gifford & Co
United Kingdom
$42M +$1.35M +9,694 +3%
Charles Schwab
30
Charles Schwab
California
$39.5M +$1.05M +7,549 +3%
RS
31
Robeco Schweiz
Switzerland
$38.7M +$5.18M +37,200 +16%
EWM
32
Evercore Wealth Management
New York
$34.9M +$347K +2,493 +1%
WRF
33
Waddell & Reed Financial
Kansas
$31.4M +$1.53K +11 +0%
MFWM
34
Motley Fool Wealth Management
Virginia
$30.3M -$32.9K -236 -0.1%
RA
35
Royce & Associates
New York
$29.9M -$255K -1,829 -0.9%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$29.7M +$7.69M +55,226 +37%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$28.7M +$25.9M +186,186 +1,562%
ATO
38
Alecta Tjanstepension Omsesidigt
Sweden
$28.7M – – –
Goldman Sachs
39
Goldman Sachs
New York
$28.2M -$1.07M -7,656 -4%
Fisher Asset Management
40
Fisher Asset Management
Washington
$26.6M -$1.38M -9,937 -5%
First Trust Advisors
41
First Trust Advisors
Illinois
$25.2M +$8.69M +62,446 +56%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$24.9M -$8.02M -57,634 -25%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$24.5M +$2.34M +16,785 +11%
VanEck Associates
44
VanEck Associates
New York
$23.9M +$23M +165,186 New
CPH
45
C Partners Holding
Switzerland
$21.4M +$825K +5,923 +4%
VIA
46
Vident Investment Advisory
Georgia
$21M +$392K +2,813 +2%
ICP
47
Indus Capital Partners
New York
$20.4M +$19.6M +140,717 New
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$20.3M -$305K -2,188 -2%
SIMG
49
Stephens Investment Management Group
Texas
$19.9M +$1.95M +13,977 +11%
ACM
50
American Capital Management
New York
$19.4M +$33.4K +240 +0.2%
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IPGP Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2019, worth a combined $5.04B — up 6.7% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IPGP positions and 35 closed out — a net gain of 25 holders — while 135 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.3M. The largest seller was Harding Loevner, cutting an estimated $136M.

  • 427 institutional investors held IPG Photonics (IPGP) as of Q4 2019, up from 410 in Q3 2019.
  • Funds reported $5.04B of IPG Photonics stock for Q4 2019, up 6.7% quarter-over-quarter.
  • 60 funds opened new IPG Photonics positions in Q4 2019 and 35 closed out, a net change of +25 holders.
  • The largest IPG Photonics buyer in Q4 2019 was Morgan Stanley, an estimated $66.3M added.
  • The largest IPG Photonics seller in Q4 2019 was Harding Loevner, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2019.