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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
SV
126
Sturgeon Ventures
United Kingdom
$2.54M +$217K +1,630 +8%
WA
127
Wasatch Advisors
Utah
$2.5M -$256K -1,923 -8%
WEC
128
Winslow Evans & Crocker
Massachusetts
$2.48M -$96.2K -724 -3%
ARTA
129
A.R.T. Advisors
New York
$2.44M +$1.36M +10,220 +90%
Canada Life
130
Canada Life
Manitoba, Canada
$2.44M +$27.8K +209 +0.9%
CSS
131
Cubist Systematic Strategies
Connecticut
$2.38M +$2.32M +17,469 +487%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$2.27M -$473K -3,557 -15%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$2.27M -$3.19K -24 -0.1%
Twin Tree Management
134
Twin Tree Management
Texas
$2.23M +$170K +1,282 +7%
SDIC
135
South Dakota Investment Council
South Dakota
$2.21M +$412K +3,100 +19%
Adage Capital Partners
136
Adage Capital Partners
Massachusetts
$2.17M -$3.62M -27,200 -59%
JP Morgan Chase
137
JP Morgan Chase
New York
$2.14M -$1.76M -13,214 -41%
SCA
138
Snowden Capital Advisors
New York
$2.12M -$18.9K -142 -0.8%
CIA
139
Capital Impact Advisors
Massachusetts
$2.11M +$598K +4,499 +33%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$2M +$2.34M +17,616 New
GAM
141
Garrison Asset Management
Arkansas
$1.96M -$351K -2,644 -13%
MCA
142
Morris Capital Advisors
Pennsylvania
$1.95M -$855K -6,431 -27%
US Bancorp
143
US Bancorp
Minnesota
$1.95M -$898K -6,759 -28%
TC
144
Telemus Capital
Michigan
$1.84M -$2.63M -19,771 -55%
Citigroup
145
Citigroup
New York
$1.82M -$2.69M -20,254 -56%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$1.77M -$1.4M -10,561 -40%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$1.73M
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$1.7M -$49.7K -374 -2%
AG
149
Aperio Group
California
$1.67M +$234K +1,763 +14%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$1.67M -$1.05M -7,882 -35%

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.