IPG Photonics
IPGP
381 hedge funds and large institutions have $3.9B invested in IPG Photonics in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 140 increasing their positions, 137 reducing their positions, and 81 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 137
0.76% more ownership
Funds ownership: 65.76% → 66.53% (+0.76%)
11% less funds holding
Funds holding: 429 → 381 (-48)
23% less capital invested
Capital invested by funds: $5.06B → $3.9B (-$1.16B)
28% less call options, than puts
Call options by funds: $23.3M | Put options by funds: $32.4M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
53% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$119M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$68.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$35.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$34.9M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$74.7M |
| 2 |
Morgan Stanley
New York
|
-$63.6M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$48.3M |
| 4 |
Lazard Asset Management
New York
|
-$39.8M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$31.6M |
IPGP Hedge Fund Activity: Q1 2020 in Review
381 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2020, worth a combined $3.9B — down 23% from $5.06B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of IPGP and 38 opened new positions — a net loss of 43 holders — while 137 trimmed existing stakes and 140 added.
The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $119M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $74.7M sold.
- 381 institutional investors held IPG Photonics (IPGP) as of Q1 2020, down from 429 in Q4 2019.
- Funds reported $3.9B of IPG Photonics stock for Q1 2020, down 23% quarter-over-quarter.
- 38 funds opened new IPG Photonics positions in Q1 2020 and 81 closed out, a net change of -43 holders.
- The largest IPG Photonics buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $119M added.
- The largest IPG Photonics seller in Q1 2020 was Jackson Square Partners, an estimated $74.7M sold.
Based on aggregated 13F filings for Q1 2020.