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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
MAM
126
Majedie Asset Management
United Kingdom
$3.31M +$908K +6,522 +40%
TC
127
Telemus Capital
Michigan
$3.14M -$200K -1,437 -6%
WEC
128
Winslow Evans & Crocker
Massachusetts
$3.12M -$3.34K -24 -0.1%
PCM
129
Penserra Capital Management
California
$3.07M +$2.39M +17,185 +431%
Ameriprise
130
Ameriprise
Minnesota
$2.86M -$1.35M -9,716 -33%
VAG
131
VisionPoint Advisory Group
Texas
$2.81M +$2.7M +19,371 New
JP Morgan Chase
132
JP Morgan Chase
New York
$2.74M +$61K +438 +2%
GAM
133
GuardCap Asset Management
United Kingdom
$2.71M +$125K +900 +5%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$2.68M +$2.57M +18,472 New
Asset Management One
135
Asset Management One
Japan
$2.66M -$12.4K -89 -0.5%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$2.6M -$387K -2,780 -13%
BBVA
137
Banco Bilbao Vizcaya Argentaria
Spain
$2.58M +$2.47M +17,773 New
US Bancorp
138
US Bancorp
Minnesota
$2.56M +$136K +979 +6%
Victory Capital Management
139
Victory Capital Management
Texas
$2.55M +$119K +853 +5%
GAM
140
Garrison Asset Management
Arkansas
$2.53M -$2.65K -19 -0.1%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$2.41M +$9.19K +66 +0.4%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$2.4M -$52.3K -376 -2%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$2.37M -$609K -4,372 -21%
QC
144
Quadrature Capital
United Kingdom
$2.37M -$3.79M -27,224 -63%
ERSOT
145
Employees Retirement System of Texas
Texas
$2.36M – – –
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$2.31M – – –
Holocene Advisors
147
Holocene Advisors
New York
$2.3M +$394K +2,828 +22%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$2.27M +$2.23K +16 +0.1%
AMI
149
Amica Mutual Insurance
Rhode Island
$2.22M -$377K -2,709 -15%
MCM
150
Mitchell Capital Management
Kansas
$2.21M -$112K -801 -5%
4 5
6
7 8

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.