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IPG Photonics

380 hedge funds and large institutions have $3.87B invested in IPG Photonics in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 137 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 137

0.64% more ownership

Funds ownership: 65.52%66.16% (+0.64%)

11% less funds holding

Funds holding: 427380 (-47)

23% less capital invested

Capital invested by funds: $5.04B → $3.87B (-$1.16B)

28% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $32.4M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

53% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 81

Holders
380
Holders Change
-47
Holders Change %
-11.01%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
38
Increased
140
Reduced
137
Closed
81
Calls
$23.3M
Puts
$32.4M
Net Calls
-$9.09M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$617K -$15.2K -116 -2%
EWM
202
Endurance Wealth Management
Rhode Island
$610K +$118K +900 +19%
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$600K -$3.53K -27 -0.5%
MSL
204
Mackay Shields LLC
New York
$592K -$3.53K -27 -0.5%
Squarepoint
205
Squarepoint
New York
$590K -$2.71M -20,713 -79%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$584K -$641K -4,899 -48%
AB
207
Amalgamated Bank
New York
$573K -$26.5K -203 -4%
SG Americas Securities
208
SG Americas Securities
New York
$569K +$83.3K +637 +14%
MSA
209
Mason Street Advisors
Wisconsin
$559K
AQR Capital Management
210
AQR Capital Management
Connecticut
$555K +$356K +2,725 +118%
SFFS
211
Stonehage Fleming Financial Services
Jersey
$551K -$120K -920 -16%
Adage Capital Partners
212
Adage Capital Partners
Massachusetts
$540K +$235K +1,800 +58%
MOACM
213
Mutual of America Capital Management
New York
$535K +$4.05K +31 +0.6%
FIM
214
Fernwood Investment Management
Massachusetts
$511K -$26.2K -200 -4%
Robeco Institutional Asset Management
215
Robeco Institutional Asset Management
Netherlands
$509K -$43.2K -330 -7%
AAM
216
Azzad Asset Management
Virginia
$460K -$546K -4,172 -50%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$451K -$133K -1,016 -20%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$449K -$616K -4,708 -54%
AAM
219
Aureus Asset Management
Massachusetts
$441K
KBC Group
220
KBC Group
Belgium
$437K +$227K +1,736 +78%
HIMCH
221
Hartford Investment Management Co (HIMCO)
Connecticut
$412K +$18.7K +143 +4%
AAM
222
Advisors Asset Management
Colorado
$408K +$10.3K +79 +2%
NICM
223
Neo Ivy Capital Management
New York
$397K +$471K +3,604 New
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$396K -$39.6K -303 -8%
Public Sector Pension Investment Board (PSP Investments)
225
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$391K -$343K -2,620 -43%

IPGP Hedge Fund Activity: Q1 2020 in Review

380 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2020, worth a combined $3.87B — down 23% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of IPGP and 38 opened new positions — a net loss of 43 holders — while 137 trimmed existing stakes and 140 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $119M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $74.7M sold.

  • 380 institutional investors held IPG Photonics (IPGP) as of Q1 2020, down from 427 in Q4 2019.
  • Funds reported $3.87B of IPG Photonics stock for Q1 2020, down 23% quarter-over-quarter.
  • 38 funds opened new IPG Photonics positions in Q1 2020 and 81 closed out, a net change of -43 holders.
  • The largest IPG Photonics buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $119M added.
  • The largest IPG Photonics seller in Q1 2020 was Jackson Square Partners, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2020.