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IPG Photonics

214 hedge funds and large institutions have $3.06B invested in IPG Photonics in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

46% more capital invested

Capital invested by funds: $2.09B → $3.06B (+$970M)

14% more funds holding

Funds holding: 187214 (+27)

6% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $40.8M

11% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 81

Holders
214
Holders Change
+27
Holders Change %
+14.44%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.23%
New
45
Increased
72
Reduced
81
Closed
18
Calls
$38.2M
Puts
$40.8M
Net Calls
-$2.59M
Net Calls Change
+$565K
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$299M -$53.2M -782,148 -17%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$248M -$36.2M -532,400 -14%
CWAM
3
Columbia Wanger Asset Management
Illinois
$201M
Vanguard Group
4
Vanguard Group
Pennsylvania
$152M +$5.41M +79,600 +4%
William Blair & Company
5
William Blair & Company
Illinois
$129M +$107M +1,566,955 +1,759%
EAM
6
Eagle Asset Management
Florida
$122M +$2.41M +35,462 +2%
RA
7
Royce & Associates
New York
$94.9M -$1.96M -28,900 -2%
WA
8
Wasatch Advisors
Utah
$83.1M +$2.96M +43,527 +4%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$83.1M +$72.8M +1,070,693 New
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$77.5M +$4.72M +69,440 +7%
PIM
11
Perkins Investment Management
Illinois
$77.3M +$39.2M +575,922 +137%
BTW
12
Boston Trust Walden
Massachusetts
$71.9M +$3.88M +57,099 +7%
BIT
13
BlackRock Institutional Trust
California
$71.5M -$2.55M -37,567 -4%
Wells Fargo
14
Wells Fargo
California
$59.9M -$7.97M -117,232 -13%
TCM
15
TimesSquare Capital Management
New York
$59M -$4.3M -63,300 -8%
Invesco
16
Invesco
Georgia
$52.9M +$7.39M +108,618 +19%
Bank of America
17
Bank of America
North Carolina
$49.5M +$10.4M +152,514 +31%
WRF
18
Waddell & Reed Financial
Kansas
$48.9M +$1.95M +28,700 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$42.7M -$8.36M -123,010 -18%
HIM
20
Hermes Investment Management
United Kingdom
$36.1M +$5.05M +74,275 +19%
CCI
21
Columbus Circle Investors
$34.9M +$30.6M +449,734 New
ClearBridge Investments
22
ClearBridge Investments
New York
$33.5M +$2.52M +37,091 +9%
PHAM
23
Pacific Heights Asset Management
California
$32.2M -$13.6M -200,000 -33%
State Street
24
State Street
Massachusetts
$31.7M -$177K -2,600 -0.6%
WA
25
Westport Advisers
Connecticut
$30M -$680K -10,000 -3%

IPGP Hedge Fund Activity: Q4 2013 in Review

214 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2013, worth a combined $3.06B — up 46% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IPGP positions and 18 closed out — a net gain of 27 holders — while 72 added to existing stakes and 81 trimmed.

The largest buyer was William Blair & Company, adding an estimated $107M. The largest seller was Artisan Partners, cutting an estimated $53.2M.

  • 214 institutional investors held IPG Photonics (IPGP) as of Q4 2013, up from 187 in Q3 2013.
  • Funds reported $3.06B of IPG Photonics stock for Q4 2013, up 46% quarter-over-quarter.
  • 45 funds opened new IPG Photonics positions in Q4 2013 and 18 closed out, a net change of +27 holders.
  • The largest IPG Photonics buyer in Q4 2013 was William Blair & Company, an estimated $107M added.
  • The largest IPG Photonics seller in Q4 2013 was Artisan Partners, an estimated $53.2M sold.

Based on aggregated 13F filings for Q4 2013.