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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
HAIM
201
Hunter Associates Investment Management
Pennsylvania
$290K – – –
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$289K +$272K +2,347 New
FB
203
Fulton Bank
Pennsylvania
$286K +$10.1K +87 +4%
SIMG
204
Sonora Investment Management Group
Arizona
$280K – – –
JMPWA
205
JP Morgan Private Wealth Advisors
California
$275K +$1.04K +9 +0.4%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$272K -$665K -5,743 -72%
II
207
Inspire Investing
Idaho
$272K -$31.5K -272 -11%
Deutsche Bank
208
Deutsche Bank
Germany
$262K -$11.8M -101,781 -98%
BFM
209
Boothbay Fund Management
New York
$260K +$244K +2,108 New
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$258K +$12.2K +105 +5%
API
211
Advisor Partners II
California
$256K +$240K +2,073 New
JGUA
212
John G. Ullman & Associates
New York
$250K +$235K +2,025 New
PAM
213
Pinpoint Asset Management
Hong Kong
$247K +$232K +2,000 New
ESCM
214
Echo Street Capital Management
New York
$238K -$107K -924 -32%
BCI
215
Brinker Capital Investments
Pennsylvania
$237K -$54K -466 -20%
OPS
216
Orion Portfolio Solutions
Nebraska
$237K +$223K +1,923 New
ProShare Advisors
217
ProShare Advisors
Maryland
$236K +$222K +1,913 New
Creative Planning
218
Creative Planning
Kansas
$231K +$217K +1,877 New
HighTower Advisors
219
HighTower Advisors
Illinois
$226K -$1.62M -13,980 -88%
FA
220
FDx Advisors
Illinois
$225K – – –
URS
221
Utah Retirement Systems
Utah
$222K -$465K -4,014 -69%
XT
222
XTX Topco
Cayman Islands
$222K +$208K +1,798 New
QI
223
Qtron Investments
Massachusetts
$218K +$205K +1,771 New
MM
224
MQS Management
New York
$218K +$205K +1,768 New
OCM
225
Orchard Capital Management
Illinois
$217K +$203K +1,756 New
7 8
9
10 11

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.