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IPG Photonics

438 hedge funds and large institutions have $3.91B invested in IPG Photonics in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.74% more ownership

Funds ownership: 59.59%66.33% (+6.7%)

7% less funds holding

Funds holding: 473438 (-35)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.01B → $3.91B (-$1.1B)

31% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $46.1M

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 87

Holders
438
Holders Change
-35
Holders Change %
-7.4%
% of All Funds
9.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
56
Increased
150
Reduced
179
Closed
87
Calls
$31.6M
Puts
$46.1M
Net Calls
-$14.4M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
501
Natixis Investment Managers International
France
-$96K -613 Closed
DZ Bank
502
DZ Bank
Germany
-$57K -367 Closed
SPIA
503
Steward Partners Investment Advisory
New York
-$44K -284 Closed
TPWA
504
TRUE Private Wealth Advisors
Oregon
-$39K -250 Closed
CAL
505
Capital Analysts LLC
Pennsylvania
-$26K -164 Closed
SC
506
SouthState Corp
Florida
-$23K -150 Closed
HIIFS
507
Harel Insurance Investments & Financial Services
Israel
-$23K -147 Closed
KF
508
Krilogy Financial
Missouri
-$16K -100 Closed
SWP
509
Stratos Wealth Partners
Ohio
-$16K -100 Closed
WC
510
Whitney & Co
New York
-$12K -86 Closed
MPIA
511
Mountain Pacific Investment Advisers
Idaho
-$8K -50 Closed
APP
512
Avantax Planning Partners
Iowa
-$6K -41 Closed
SMFS
513
Squar Milner Financial Services
California
-$6K -39 Closed
WSTAM
514
Wilbanks Smith & Thomas Asset Management
Virginia
-$6K -36 Closed
FANJ
515
Financial Architects (New Jersey)
New Jersey
-$3K -19 Closed
VFA
516
Valeo Financial Advisors
Indiana
-$3K -19 Closed
HNB
517
Huntington National Bank
Ohio
-$2K -14 Closed
SFSIG
518
San Francisco Sentry Investment Group
California
-$1K -9 Closed
DWM
519
Destination Wealth Management
California
-$1K -6 Closed
TL
520
TrueWealth LLC
Georgia
-$1K -6 Closed
WA
521
WealthTrust-Arizona
Arizona
-$665 -5 -83%
AC
522
Avestar Capital
New York
-$399 -3 -50%
AIA
523
Alera Investment Advisors
Illinois
+$532 +4 New
PWMG
524
Prestige Wealth Management Group
New Jersey
+$532 +4 New

IPGP Hedge Fund Activity: Q4 2018 in Review

438 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2018, worth a combined $3.91B — down 22% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IPGP and 56 opened new positions — a net loss of 31 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was First Eagle Investment Management, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $91.7M.

  • 438 institutional investors held IPG Photonics (IPGP) as of Q4 2018, down from 473 in Q3 2018.
  • Funds reported $3.91B of IPG Photonics stock for Q4 2018, down 22% quarter-over-quarter.
  • 56 funds opened new IPG Photonics positions in Q4 2018 and 87 closed out, a net change of -31 holders.
  • The largest IPG Photonics buyer in Q4 2018 was First Eagle Investment Management, an estimated $191M added.
  • The largest IPG Photonics seller in Q4 2018 was Fidelity Investments, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2018.