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IPG Photonics
IPGP

305 hedge funds and large institutions have $3.54B invested in IPG Photonics in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $2.75B → $3.54B (+$789M)

28% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $3.33M

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 304 → 305 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.15% less ownership

Funds ownership: 61.23% → 60.08% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 109

Holders
305
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
95
Reduced
109
Closed
37
Calls
$4.26M
Puts
$3.33M
Net Calls
+$934K
Net Calls Change
+$1.9M

Top Buyers

1
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$35.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$35M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.2M
4
DGI
Disciplined Growth Investors
Minnesota
+$21.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$14.6M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$68.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
ICM
Invenomic Capital Management
Massachusetts
-$18.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$18.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMS
176
Pictet Asset Management (Switzerland)
Switzerland
$515K – – –
Stifel Financial
177
Stifel Financial
Missouri
$500K -$108K -932 -19%
AAM
178
Aureus Asset Management
Massachusetts
$493K – – –
MC
179
Maverick Capital
Texas
$493K +$40.2K +347 +10%
MCA
180
Martin Capital Advisors
Texas
$466K -$48.7K -420 -10%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$458K +$117K +1,006 +37%
MAM
182
Martingale Asset Management
Massachusetts
$452K +$811 +7 +0.2%
LJAC
183
L.J. Altfest & Co
New York
$434K +$408K +3,522 New
BWP
184
BSW Wealth Partners
Colorado
$417K -$5.68K -49 -1%
VCA
185
Verdence Capital Advisors
Maryland
$413K +$12.3K +106 +3%
FIM
186
Fernwood Investment Management
Massachusetts
$411K – – –
BFA
187
Beaumont Financial Advisors
Massachusetts
$404K – – –
BCM
188
Brown Capital Management
Maryland
$384K +$103K +890 +40%
SAM
189
Securian Asset Management
Minnesota
$361K – – –
PFO
190
Pathstone Family Office
New Jersey
$347K -$545K -4,709 -63%
Mariner
191
Mariner
Kansas
$339K +$16.3K +141 +5%
MSRPS
192
Maryland State Retirement & Pension System
Maryland
$334K – – –
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$328K +$309K +2,664 New
CGH
194
Crossmark Global Holdings
Texas
$327K +$32.2K +278 +12%
OC
195
Oppenheimer & Co
New York
$327K – – –
TSS
196
Two Sigma Securities
New York
$319K +$300K +2,590 New
US Bancorp
197
US Bancorp
Minnesota
$312K -$36.4K -314 -11%
DLHL
198
Donald L. Hagan LLC
Florida
$302K +$284K +2,453 New
CSS
199
Cubist Systematic Strategies
Connecticut
$299K -$3.04M -26,214 -92%
LBA
200
Lowell Blake & Associates
Massachusetts
$291K -$1.16M -10,005 -81%
6 7
8
9 10

IPGP Hedge Fund Activity: Q1 2023 in Review

305 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2023, worth a combined $3.54B — up 29% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IPGP positions and 37 closed out — a net gain of 3 holders — while 95 added to existing stakes and 109 trimmed.

The largest buyer was Summit Partners Public Asset Management, opening a new position worth an estimated $35.9M. The largest seller was Federated Hermes, cutting an estimated $68.5M.

  • 305 institutional investors held IPG Photonics (IPGP) as of Q1 2023, up from 304 in Q4 2022.
  • Funds reported $3.54B of IPG Photonics stock for Q1 2023, up 29% quarter-over-quarter.
  • 40 funds opened new IPG Photonics positions in Q1 2023 and 37 closed out, a net change of +3 holders.
  • The largest IPG Photonics buyer in Q1 2023 was Summit Partners Public Asset Management, an estimated $35.9M added.
  • The largest IPG Photonics seller in Q1 2023 was Federated Hermes, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2023.