We are live on ! Find out more
IPGP icon

IPG Photonics
IPGP

305 hedge funds and large institutions have $3.54B invested in IPG Photonics in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $2.75B → $3.54B (+$789M)

28% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $3.33M

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 304 → 305 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.15% less ownership

Funds ownership: 61.23% → 60.08% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 109

Holders
305
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
95
Reduced
109
Closed
37
Calls
$4.26M
Puts
$3.33M
Net Calls
+$934K
Net Calls Change
+$1.9M

Top Buyers

1
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$35.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$35M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.2M
4
DGI
Disciplined Growth Investors
Minnesota
+$21.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$14.6M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$68.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
ICM
Invenomic Capital Management
Massachusetts
-$18.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$18.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$534M +$452K +3,902 +0.1%
BlackRock
2
BlackRock
New York
$384M -$4.19M -36,164 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M -$1.19M -10,296 -0.4%
Lazard Asset Management
4
Lazard Asset Management
New York
$134M -$1.97M -17,025 -2%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$126M -$2.08M -17,964 -2%
State Street
6
State Street
Massachusetts
$116M -$249K -2,148 -0.2%
Fundsmith LLP
7
Fundsmith LLP
United Kingdom
$105M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$98.6M +$1.12M +9,692 +1%
Invesco
9
Invesco
Georgia
$87.4M -$1.42M -12,278 -2%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$84.8M +$7.8M +67,344 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$72M +$1.78M +15,378 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$67.1M -$670K -5,787 -1%
RS
13
Robeco Schweiz
Switzerland
$61M +$2.09M +18,000 +4%
DGI
14
Disciplined Growth Investors
Minnesota
$54M +$21.1M +182,271 +71%
Charles Schwab
15
Charles Schwab
California
$48.7M +$554K +4,782 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$47.2M +$35M +301,947 +375%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$45M -$150K -1,299 -0.4%
Norges Bank
18
Norges Bank
Norway
$39M -$7.29M -62,940 -17%
SPPAM
19
Summit Partners Public Asset Management
Massachusetts
$38.2M +$35.9M +309,874 New
First Trust Advisors
20
First Trust Advisors
Illinois
$36.5M +$2.26M +19,529 +7%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$34.8M +$9.9M +85,434 +43%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.3M +$1.14M +9,878 +4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$31.2M -$8.59M -74,166 -23%
Northern Trust
24
Northern Trust
Illinois
$30.8M +$213K +1,835 +0.7%
Morgan Stanley
25
Morgan Stanley
New York
$30.2M -$11.5M -99,341 -29%
1
2 3 4 5

IPGP Hedge Fund Activity: Q1 2023 in Review

305 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2023, worth a combined $3.54B — up 29% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IPGP positions and 37 closed out — a net gain of 3 holders — while 95 added to existing stakes and 109 trimmed.

The largest buyer was Summit Partners Public Asset Management, opening a new position worth an estimated $35.9M. The largest seller was Federated Hermes, cutting an estimated $68.5M.

  • 305 institutional investors held IPG Photonics (IPGP) as of Q1 2023, up from 304 in Q4 2022.
  • Funds reported $3.54B of IPG Photonics stock for Q1 2023, up 29% quarter-over-quarter.
  • 40 funds opened new IPG Photonics positions in Q1 2023 and 37 closed out, a net change of +3 holders.
  • The largest IPG Photonics buyer in Q1 2023 was Summit Partners Public Asset Management, an estimated $35.9M added.
  • The largest IPG Photonics seller in Q1 2023 was Federated Hermes, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2023.