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IPG Photonics

449 hedge funds and large institutions have $5.35B invested in IPG Photonics in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more capital invested

Capital invested by funds: $3.91B → $5.35B (+$1.44B)

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

3% more funds holding

Funds holding: 438449 (+11)

0.22% more ownership

Funds ownership: 66.33%66.55% (+0.22%)

14% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 167

38% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $68.1M

Holders
449
Holders Change
+11
Holders Change %
+2.51%
% of All Funds
9.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
59
Increased
143
Reduced
167
Closed
44
Calls
$42.2M
Puts
$68.1M
Net Calls
-$25.9M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$564M +$875K +6,179 +0.2%
BlackRock
2
BlackRock
New York
$372M -$4.06M -28,705 -1%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$247M +$15.7M +110,989 +7%
State Street
4
State Street
Massachusetts
$214M +$4.75M +33,575 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$161M +$3.79M +26,747 +3%
HL
6
Harding Loevner
New Jersey
$155M +$3.92M +27,704 +3%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$141M -$515K -3,638 -0.4%
Lazard Asset Management
8
Lazard Asset Management
New York
$126M +$1.51M +10,637 +1%
Parnassus Investments
9
Parnassus Investments
California
$111M -$37.6M -265,542 -27%
EAM
10
Eagle Asset Management
Florida
$109M +$103K +731 +0.1%
CTA
11
Carillon Tower Advisers
Florida
$108M +$13.6M +96,046 +16%
WRF
12
Waddell & Reed Financial
Kansas
$101M +$66.6M +470,720 +243%
Invesco
13
Invesco
Georgia
$97.7M -$1.69M -11,951 -2%
O
14
OppenheimerFunds
New York
$91.2M -$27.9K -197 -0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$88.8M +$25.1M +177,474 +44%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$82.6M -$1.24M -8,760 -2%
Norges Bank
17
Norges Bank
Norway
$82.2M -$8.68M -61,289 -10%
JSP
18
Jackson Square Partners
California
$78.6M +$8.2M +57,957 +13%
Deutsche Bank
19
Deutsche Bank
Germany
$77.6M -$32.2M -227,361 -31%
ClearBridge Investments
20
ClearBridge Investments
New York
$73M +$3.7M +26,158 +6%
UBS AM
21
UBS AM
Illinois
$72.8M +$28.3M +199,880 +71%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$71.2M -$1.57M -11,113 -2%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$70.6M -$7.24M -51,170 -10%
Axa
24
Axa
France
$66.9M -$3.8M -26,839 -6%
Morgan Stanley
25
Morgan Stanley
New York
$62.1M -$15M -105,713 -21%

IPGP Hedge Fund Activity: Q1 2019 in Review

449 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2019, worth a combined $5.35B — up 37% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IPGP positions and 44 closed out — a net gain of 15 holders — while 143 added to existing stakes and 167 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $66.6M. The largest seller was Mackenzie Financial, cutting an estimated $39.3M.

  • 449 institutional investors held IPG Photonics (IPGP) as of Q1 2019, up from 438 in Q4 2018.
  • Funds reported $5.35B of IPG Photonics stock for Q1 2019, up 37% quarter-over-quarter.
  • 59 funds opened new IPG Photonics positions in Q1 2019 and 44 closed out, a net change of +15 holders.
  • The largest IPG Photonics buyer in Q1 2019 was Waddell & Reed Financial, an estimated $66.6M added.
  • The largest IPG Photonics seller in Q1 2019 was Mackenzie Financial, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2019.