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IPG Photonics

499 hedge funds and large institutions have $7.3B invested in IPG Photonics in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 141 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $6.51B → $7.3B (+$795M)

6% more funds holding

Funds holding: 471499 (+28)

0.09% more ownership

Funds ownership: 57.88%57.98% (+0.09%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

34% less call options, than puts

Call options by funds: $53.4M | Put options by funds: $80.3M

34% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 213

Holders
499
Holders Change
+28
Holders Change %
+5.94%
% of All Funds
11.43%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.39%
New
79
Increased
141
Reduced
213
Closed
44
Calls
$53.4M
Puts
$80.3M
Net Calls
-$27M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$871M +$151M +610,772 +20%
BlackRock
2
BlackRock
New York
$667M -$251M -1,016,339 -26%
State Street
3
State Street
Massachusetts
$325M +$50.4M +204,450 +17%
HL
4
Harding Loevner
New Jersey
$204M -$4.67M -18,919 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$196M +$115M +464,974 +124%
EAM
6
Eagle Asset Management
Florida
$161M -$19.8M -80,243 -10%
Goldman Sachs
7
Goldman Sachs
New York
$161M +$114M +461,851 +202%
Axa
8
Axa
France
$137M +$16.3M +66,036 +13%
CTA
9
Carillon Tower Advisers
Florida
$136M -$9.31M -37,712 -6%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$121M +$4.16M +16,878 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$121M +$34.1M +138,145 +36%
JP Morgan Chase
12
JP Morgan Chase
New York
$119M -$4.71M -19,102 -4%
UBS AM
13
UBS AM
Illinois
$117M +$1.99M +8,070 +2%
GC
14
Guggenheim Capital
Illinois
$108M +$83.6M +338,606 +276%
AQR Capital Management
15
AQR Capital Management
Connecticut
$107M +$51.1M +207,119 +82%
BAM
16
Brilliance Asset Management
Hong Kong
$107M -$37.1M -150,295 -25%
ClearBridge Investments
17
ClearBridge Investments
New York
$103M -$49.3M -199,597 -31%
CAM
18
Congress Asset Management
Massachusetts
$98.9M -$20.6M -83,534 -16%
Victory Capital Management
19
Victory Capital Management
Texas
$95.2M -$5.71M -23,158 -5%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$93.8M +$49.3M +199,637 +99%
Northern Trust
21
Northern Trust
Illinois
$89.1M +$14.6M +59,006 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$88.1M -$37.6M -152,494 -29%
Norges Bank
23
Norges Bank
Norway
$83.5M +$14.4M +58,166 +19%
JSP
24
Jackson Square Partners
California
$78.1M -$2.17M -8,799 -3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$77.2M +$2.55M +10,318 +3%

IPGP Hedge Fund Activity: Q1 2018 in Review

499 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2018, worth a combined $7.3B — up 12% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IPGP positions and 44 closed out — a net gain of 35 holders — while 141 added to existing stakes and 213 trimmed.

The largest buyer was Vanguard Group, adding an estimated $151M. The largest seller was BlackRock, cutting an estimated $251M.

  • 499 institutional investors held IPG Photonics (IPGP) as of Q1 2018, up from 471 in Q4 2017.
  • Funds reported $7.3B of IPG Photonics stock for Q1 2018, up 12% quarter-over-quarter.
  • 79 funds opened new IPG Photonics positions in Q1 2018 and 44 closed out, a net change of +35 holders.
  • The largest IPG Photonics buyer in Q1 2018 was Vanguard Group, an estimated $151M added.
  • The largest IPG Photonics seller in Q1 2018 was BlackRock, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2018.