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IPG Photonics

294 hedge funds and large institutions have $2.21B invested in IPG Photonics in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $3.2M

2.01% more ownership

Funds ownership: 55.56%57.57% (+2%)

5% less capital invested

Capital invested by funds: $2.32B → $2.21B (-$110M)

6% less funds holding

Funds holding: 312294 (-18)

32% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 53

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
294
Holders Change
-18
Holders Change %
-5.77%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
83
Reduced
137
Closed
53
Calls
$3.59M
Puts
$3.2M
Net Calls
+$390K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$217K -$11.7K -135 -5%
AI
202
Atria Investments
North Carolina
$215K +$220K +2,544 New
FIM
203
Fernwood Investment Management
Massachusetts
$214K
Prudential Financial
204
Prudential Financial
New Jersey
$210K -$20.3K -235 -9%
Vontobel Holding
205
Vontobel Holding
Switzerland
$201K -$249K -2,879 -55%
SAM
206
Securian Asset Management
Minnesota
$193K -$11.9K -138 -6%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$188K -$17.3K -200 -8%
Walleye Trading
208
Walleye Trading
New York
$183K +$97.6K +1,129 +109%
C
209
Covestor
United Kingdom
$147K +$691 +8 +0.5%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$124K +$34.5K +399 +37%
SSB
211
Sandy Spring Bank
Maryland
$121K -$8.64K -100 -7%
Russell Investments Group
212
Russell Investments Group
United Kingdom
$104K -$4.84K -56 -4%
ACM
213
Aquatic Capital Management
Illinois
$101K +$104K +1,200 New
TRCT
214
Tower Research Capital (TRC)
New York
$98.3K -$56.2K -650 -36%
AssetMark Inc
215
AssetMark Inc
California
$87.8K +$15.8K +183 +21%
IC
216
Innealta Capital
Texas
$85.5K +$87.5K +1,013 New
Osaic Holdings
217
Osaic Holdings
Arizona
$83.5K -$302K -3,500 -78%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$81.7K +$34K +394 +70%
SOW
219
State of Wyoming
Wyoming
$81.7K -$136K -1,577 -62%
BWP
220
Baldwin Wealth Partners
Massachusetts
$64.2K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$63K -$16.2K -187 -20%
KBC Group
222
KBC Group
Belgium
$61K
JWM
223
Janiczek Wealth Management
Colorado
$54.3K -$21.4K -248 -28%
EAM
224
Eukles Asset Management
Ohio
$50K -$4.58K -53 -8%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$45.7K -$3.54K -41 -7%

IPGP Hedge Fund Activity: Q2 2024 in Review

294 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q2 2024, worth a combined $2.21B — down 4.7% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IPGP and 36 opened new positions — a net loss of 17 holders — while 137 trimmed existing stakes and 83 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $85.3M. The largest seller was Invenomic Capital Management, cutting an estimated $20.1M.

  • 294 institutional investors held IPG Photonics (IPGP) as of Q2 2024, down from 312 in Q1 2024.
  • Funds reported $2.21B of IPG Photonics stock for Q2 2024, down 4.7% quarter-over-quarter.
  • 36 funds opened new IPG Photonics positions in Q2 2024 and 53 closed out, a net change of -17 holders.
  • The largest IPG Photonics buyer in Q2 2024 was Lazard Asset Management, an estimated $85.3M added.
  • The largest IPG Photonics seller in Q2 2024 was Invenomic Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2024.