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IPG Photonics

304 hedge funds and large institutions have $2.75B invested in IPG Photonics in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.67B → $2.75B (+$74.9M)

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 306304 (-2)

2.36% less ownership

Funds ownership: 63.59%61.23% (-2.4%)

27% less call options, than puts

Call options by funds: $2.67M | Put options by funds: $3.63M

33% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 126

Holders
304
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
84
Reduced
126
Closed
38
Calls
$2.67M
Puts
$3.63M
Net Calls
-$964K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$410M +$10.7M +119,327 +3%
BlackRock
2
BlackRock
New York
$299M +$3.48M +38,836 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$277M -$18.7M -208,097 -7%
Lazard Asset Management
4
Lazard Asset Management
New York
$104M -$125K -1,389 -0.1%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$98.6M
State Street
6
State Street
Massachusetts
$89.3M +$2.07M +23,082 +3%
Fundsmith LLP
7
Fundsmith LLP
United Kingdom
$80.9M -$84.7K -944 -0.1%
Invesco
8
Invesco
Georgia
$68.3M +$4.54M +50,606 +8%
Federated Hermes
9
Federated Hermes
Pennsylvania
$67M -$382K -4,260 -0.6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$58.7M -$48M -535,639 -46%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.8M -$7M -78,086 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$52.1M -$688K -7,671 -1%
RS
13
Robeco Schweiz
Switzerland
$45.2M
ICM
14
Invenomic Capital Management
Massachusetts
$37.4M +$10M +111,561 +39%
Charles Schwab
15
Charles Schwab
California
$36.9M +$1.4M +15,639 +4%
Norges Bank
16
Norges Bank
Norway
$35.9M +$6.15M +68,512 +22%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$34.7M +$1.52M +16,945 +5%
Morgan Stanley
18
Morgan Stanley
New York
$32.6M -$729K -8,132 -2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$31M -$3M -33,392 -9%
AQR Capital Management
20
AQR Capital Management
Connecticut
$26.9M -$2.46M -27,398 -9%
First Trust Advisors
21
First Trust Advisors
Illinois
$26.1M +$3.18M +35,440 +15%
DGI
22
Disciplined Growth Investors
Minnesota
$24.2M +$4.3M +47,937 +23%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.9M -$52.6M -585,900 -70%
Northern Trust
24
Northern Trust
Illinois
$23.4M -$542K -6,045 -2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$23.3M -$12.4M -137,914 -36%

IPGP Hedge Fund Activity: Q4 2022 in Review

304 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2022, worth a combined $2.75B — up 2.8% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IPGP positions and 38 closed out — a net gain of 1 holder — while 84 added to existing stakes and 126 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $19.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $52.6M.

  • 304 institutional investors held IPG Photonics (IPGP) as of Q4 2022, down from 306 in Q3 2022.
  • Funds reported $2.75B of IPG Photonics stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 39 funds opened new IPG Photonics positions in Q4 2022 and 38 closed out, a net change of +1 holder.
  • The largest IPG Photonics buyer in Q4 2022 was Exchange Traded Concepts, an estimated $19.2M added.
  • The largest IPG Photonics seller in Q4 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2022.