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IPG Photonics

355 hedge funds and large institutions have $3.92B invested in IPG Photonics in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

183% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 23

24% more capital invested

Capital invested by funds: $3.16B → $3.92B (+$756M)

11% more funds holding

Funds holding: 321355 (+34)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

0.34% more ownership

Funds ownership: 60.34%60.69% (+0.34%)

23% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $13.8M

Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
8.84%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.27%
New
65
Increased
122
Reduced
119
Closed
23
Calls
$10.6M
Puts
$13.8M
Net Calls
-$3.18M
Net Calls Change
-$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$357M +$333M +2,938,748 +15,820%
Vanguard Group
2
Vanguard Group
Pennsylvania
$339M +$14.4M +127,317 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$248M -$103M -907,736 -31%
HL
4
Harding Loevner
New Jersey
$191M -$4.92M -43,494 -3%
State Street
5
State Street
Massachusetts
$113M +$2.52M +22,314 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$113M +$21.6M +190,514 +26%
EAM
7
Eagle Asset Management
Florida
$87.1M -$452K -3,995 -0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.1M -$3.12M -27,571 -4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$83.4M -$22.3M -197,503 -22%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$79.5M -$7.55M -66,757 -9%
RA
11
Royce & Associates
New York
$77.6M -$8.94M -79,047 -11%
CWAM
12
Columbia Wanger Asset Management
Illinois
$76M +$25.9M +228,701 +57%
Jennison Associates
13
Jennison Associates
New York
$75.7M +$11.1M +98,509 +19%
Victory Capital Management
14
Victory Capital Management
Texas
$71.4M -$3.9M -34,462 -6%
CAM
15
Congress Asset Management
Massachusetts
$70.5M +$3.08M +27,230 +5%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$59.7M +$55.9M +494,444 New
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$57.1M +$9.88M +87,339 +23%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$49.9M +$14.8M +131,155 +46%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$44.1M +$659K +5,822 +2%
BTW
20
Boston Trust Walden
Massachusetts
$44M -$3.37M -29,758 -8%
Northern Trust
21
Northern Trust
Illinois
$37.1M +$778K +6,878 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$36.4M +$2.22M +19,642 +7%
Bank of America
23
Bank of America
North Carolina
$36M +$7.27M +64,288 +28%
Norges Bank
24
Norges Bank
Norway
$33.6M -$3.75M -33,146 -11%
Axa
25
Axa
France
$30.5M +$6.24M +55,163 +28%

IPGP Hedge Fund Activity: Q1 2017 in Review

355 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2017, worth a combined $3.92B — up 24% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IPGP positions and 23 closed out — a net gain of 42 holders — while 122 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $333M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 355 institutional investors held IPG Photonics (IPGP) as of Q1 2017, up from 321 in Q4 2016.
  • Funds reported $3.92B of IPG Photonics stock for Q1 2017, up 24% quarter-over-quarter.
  • 65 funds opened new IPG Photonics positions in Q1 2017 and 23 closed out, a net change of +42 holders.
  • The largest IPG Photonics buyer in Q1 2017 was BlackRock, an estimated $333M added.
  • The largest IPG Photonics seller in Q1 2017 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.