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IPG Photonics

321 hedge funds and large institutions have $3.16B invested in IPG Photonics in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 98 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

60.34% more ownership

Funds ownership: 0%60.34% (+60%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $8.96M

21% more capital invested

Capital invested by funds: $2.62B → $3.16B (+$548M)

7% more funds holding

Funds holding: 300321 (+21)

17% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 118

Holders
321
Holders Change
+21
Holders Change %
+7%
% of All Funds
8.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
98
Reduced
118
Closed
22
Calls
$11.2M
Puts
$8.96M
Net Calls
+$2.22M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M -$54.9M -589,077 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M +$8.43M +90,349 +3%
HL
3
Harding Loevner
New Jersey
$160M -$1.17M -12,508 -0.8%
BFA
4
BlackRock Fund Advisors
California
$140M +$3.63M +38,913 +3%
BIT
5
BlackRock Institutional Trust
California
$108M +$1.11M +11,884 +1%
State Street
6
State Street
Massachusetts
$90.1M -$3.45M -36,956 -4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$87.7M -$2.08M -22,287 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$73.5M -$2.76M -29,559 -4%
EAM
9
Eagle Asset Management
Florida
$71.6M -$798K -8,559 -1%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$71.6M +$49M +525,713 +263%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$71.5M +$702K +7,531 +1%
RA
12
Royce & Associates
New York
$71.3M -$3.19M -34,253 -5%
Victory Capital Management
13
Victory Capital Management
Texas
$61.8M -$12.2M -130,664 -17%
CAM
14
Congress Asset Management
Massachusetts
$55M +$5.44M +58,332 +12%
Jennison Associates
15
Jennison Associates
New York
$52.2M +$49.3M +529,032 New
William Blair Investment Management
16
William Blair Investment Management
Illinois
$42.9M -$1.59M -17,012 -4%
CWAM
17
Columbia Wanger Asset Management
Illinois
$39.6M -$1.17M -12,595 -3%
BTW
18
Boston Trust Walden
Massachusetts
$38.9M -$666K -7,137 -2%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$38.1M +$6.58M +70,587 +22%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$35.5M -$735K -7,878 -2%
AAMU
21
Amundi Asset Management US
Massachusetts
$31.8M -$1.72M -18,477 -5%
Norges Bank
22
Norges Bank
Norway
$30.8M +$7.9M +84,726 +37%
Northern Trust
23
Northern Trust
Illinois
$29.6M -$8.09M -86,782 -22%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$27.9M +$1.96M +21,000 +8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$27.9M +$2.75M +29,441 +12%

IPGP Hedge Fund Activity: Q4 2016 in Review

321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2016, worth a combined $3.16B — up 21% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IPGP positions and 22 closed out — a net gain of 26 holders — while 98 added to existing stakes and 118 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $49.3M. The largest seller was Fidelity Investments, cutting an estimated $54.9M.

  • 321 institutional investors held IPG Photonics (IPGP) as of Q4 2016, up from 300 in Q3 2016.
  • Funds reported $3.16B of IPG Photonics stock for Q4 2016, up 21% quarter-over-quarter.
  • 48 funds opened new IPG Photonics positions in Q4 2016 and 22 closed out, a net change of +26 holders.
  • The largest IPG Photonics buyer in Q4 2016 was Jennison Associates, an estimated $49.3M added.
  • The largest IPG Photonics seller in Q4 2016 was Fidelity Investments, an estimated $54.9M sold.

Based on aggregated 13F filings for Q4 2016.