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IPG Photonics

314 hedge funds and large institutions have $3.02B invested in IPG Photonics in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

5% more capital invested

Capital invested by funds: $2.86B → $3.02B (+$156M)

4% more funds holding

Funds holding: 303314 (+11)

0.24% less ownership

Funds ownership: 59.49%59.25% (-0.24%)

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

48% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $10.8M

Holders
314
Holders Change
+11
Holders Change %
+3.63%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
99
Reduced
121
Closed
34
Calls
$5.6M
Puts
$10.8M
Net Calls
-$5.23M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Partnership Wealth Management
Maryland
$356K +$352K +3,638 New
BFA
202
Beaumont Financial Advisors
Massachusetts
$355K
SOADOR
203
State of Alaska Department of Revenue
Alaska
$355K -$29.5K -305 -9%
Group One Trading
204
Group One Trading
Illinois
$327K +$292K +3,014 New
ACM
205
Aquatic Capital Management
Illinois
$326K +$261K +2,700 +900%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$320K -$11.3K -117 -4%
DLHL
207
Donald L. Hagan LLC
Florida
$318K +$27.2K +281 +11%
LPL Financial
208
LPL Financial
California
$310K +$42.7K +441 +18%
PA
209
Pinnacle Associates
New York
$304K +$271K +2,800 New
Prudential Financial
210
Prudential Financial
New Jersey
$304K +$21.3K +220 +9%
Mariner
211
Mariner
Kansas
$298K +$10.1K +104 +4%
Point72 Asset Management
212
Point72 Asset Management
Connecticut
$293K +$261K +2,700 New
FB
213
Fulton Bank
Pennsylvania
$290K -$15.4K -159 -6%
LSA
214
Leonteq Securities AG
Switzerland
$277K +$188K +1,941 +320%
Russell Investments Group
215
Russell Investments Group
United Kingdom
$275K -$3.13M -32,349 -93%
SAM
216
Securian Asset Management
Minnesota
$274K
William Blair & Company
217
William Blair & Company
Illinois
$273K -$35.8K -370 -13%
FIM
218
Fernwood Investment Management
Massachusetts
$264K -$58.1K -600 -20%
HAIM
219
Hunter Associates Investment Management
Pennsylvania
$252K
MSRPS
220
Maryland State Retirement & Pension System
Maryland
$248K
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$248K -$43.4K -448 -16%
BCI
222
Brinker Capital Investments
Pennsylvania
$247K -$84.5K -872 -27%
OPS
223
Orion Portfolio Solutions
Nebraska
$247K -$84.5K -872 -27%
William Blair Investment Management
224
William Blair Investment Management
Illinois
$241K -$3K -31 -1%
Creative Planning
225
Creative Planning
Kansas
$240K

IPGP Hedge Fund Activity: Q4 2023 in Review

314 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2023, worth a combined $3.02B — up 5.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IPGP positions and 34 closed out — a net gain of 16 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $63.1M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $63.3M sold.

  • 314 institutional investors held IPG Photonics (IPGP) as of Q4 2023, up from 303 in Q3 2023.
  • Funds reported $3.02B of IPG Photonics stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 50 funds opened new IPG Photonics positions in Q4 2023 and 34 closed out, a net change of +16 holders.
  • The largest IPG Photonics buyer in Q4 2023 was Channing Capital Management, an estimated $63.1M added.
  • The largest IPG Photonics seller in Q4 2023 was Alyeska Investment Group, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2023.