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IPG Photonics

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.

New
Increased
Maintained
Reduced
Closed

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: 425396 (-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: 31 (-2)

76% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $39.1M

Holders
396
Holders Change
-29
Holders Change %
-6.82%
% of All Funds
6.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
132
Reduced
148
Closed
64
Calls
$9.38M
Puts
$39.1M
Net Calls
-$29.7M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
26
Handelsbanken Fonder
Sweden
$73.9M +$5.23M +24,831 +8%
Norges Bank
27
Norges Bank
Norway
$73.8M -$4.56M -21,667 -6%
Legal & General Group
28
Legal & General Group
United Kingdom
$71.4M +$5.51M +26,166 +8%
AAM
29
Ardevora Asset Management
United Kingdom
$70.3M +$19M +90,381 +37%
Charles Schwab
30
Charles Schwab
California
$59.6M +$1.87M +8,906 +3%
Fidelity International
31
Fidelity International
Bermuda
$58.6M +$3.23M +15,339 +6%
UBS AM
32
UBS AM
Illinois
$57.7M -$23.4M -111,383 -29%
DekaBank Deutsche Girozentrale
33
DekaBank Deutsche Girozentrale
Germany
$51.1M +$4.12M +19,558 +9%
Allianz Asset Management
34
Allianz Asset Management
Germany
$50.8M +$10.6M +50,430 +26%
EWM
35
Evercore Wealth Management
New York
$50.6M +$4.53M +21,541 +10%
SIM
36
Sprucegrove Investment Management
Ontario, Canada
$47.5M -$926K -4,400 -2%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$47.4M +$388K +1,841 +0.8%
DGI
38
Disciplined Growth Investors
Minnesota
$43.8M +$565K +2,683 +1%
ATO
39
Alecta Tjanstepension Omsesidigt
Sweden
$42.1M
RA
40
Royce & Associates
New York
$37.8M -$1.31M -6,221 -3%
Rafferty Asset Management
41
Rafferty Asset Management
New York
$34.7M +$33.6M +159,503 +3,068%
ClearBridge Investments
42
ClearBridge Investments
New York
$33.2M -$2.02M -9,592 -6%
VanEck Associates
43
VanEck Associates
New York
$32.6M -$173K -820 -0.5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$32.5M -$153K -727 -0.5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$32.2M +$1.96M +9,305 +6%
KBC Group
46
KBC Group
Belgium
$31.9M +$5.91M +28,070 +23%
Fisher Asset Management
47
Fisher Asset Management
Washington
$31.8M -$180K -856 -0.6%
Deutsche Bank
48
Deutsche Bank
Germany
$31.8M -$15.3M -72,869 -33%
BTW
49
Boston Trust Walden
Massachusetts
$31.4M +$5.91M +28,049 +23%
SIMG
50
Stephens Investment Management Group
Texas
$30.8M -$47.2K -224 -0.2%

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.