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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$17.3M -$177K -1,329 -0.9%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$16.1M +$813K +6,117 +5%
MAMU
53
Marathon Asset Management (UK)
United Kingdom
$16M -$11M -82,380 -37%
ACM
54
American Capital Management
New York
$14.9M +$118K +885 +0.7%
Fisher Asset Management
55
Fisher Asset Management
Washington
$14.3M +$6.83M +51,411 +69%
CPH
56
C Partners Holding
Switzerland
$14M +$8.45M +63,578 +105%
Swiss National Bank
57
Swiss National Bank
Switzerland
$13.9M +$399K +3,000 +3%
MFAM
58
Motley Fool Asset Management
Virginia
$13.8M
PPA
59
Parametric Portfolio Associates
Washington
$13.7M +$9.78M +73,542 +156%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$13.1M +$5.33M +40,094 +53%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$12.5M +$307K +2,310 +2%
CC
62
Cannell & Co
New York
$12M -$4.79M -36,025 -25%
PHAM
63
Pacific Heights Asset Management
California
$11.9M
N
64
Natixis
France
$11.8M +$13.8M +103,999 New
AIM
65
Artemis Investment Management
United Kingdom
$11.8M +$2.94M +22,081 +27%
BTW
66
Boston Trust Walden
Massachusetts
$10.3M +$1.63M +12,266 +16%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$10.3M -$1.79M -13,450 -13%
RMCM
68
Reynders McVeigh Capital Management
Massachusetts
$10.1M +$150K +1,128 +1%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$9.58M -$485K -3,650 -4%
TCIM
70
TIAA CREF Investment Management
New York
$9.24M +$1.59K +12 +0%
Barclays
71
Barclays
United Kingdom
$8.68M +$2.23M +16,784 +28%
SIMG
72
Stephens Investment Management Group
Texas
$8.66M -$56.5K -425 -0.6%
WAM
73
Westport Asset Management
Connecticut
$8.5M
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$8.43M -$485K -3,646 -5%
TAM
75
Trillium Asset Management
Massachusetts
$8.39M +$1.44M +10,860 +17%

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.