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IPG Photonics

314 hedge funds and large institutions have $3.02B invested in IPG Photonics in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

5% more capital invested

Capital invested by funds: $2.86B → $3.02B (+$156M)

4% more funds holding

Funds holding: 303314 (+11)

0.24% less ownership

Funds ownership: 59.49%59.25% (-0.24%)

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

48% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $10.8M

Holders
314
Holders Change
+11
Holders Change %
+3.63%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
99
Reduced
121
Closed
34
Calls
$5.6M
Puts
$10.8M
Net Calls
-$5.23M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$462M -$306K -3,157 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$330M +$556K +5,739 +0.2%
BlackRock
3
BlackRock
New York
$300M -$1.59M -16,434 -0.6%
Lazard Asset Management
4
Lazard Asset Management
New York
$110M +$184K +1,901 +0.2%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$102M
State Street
6
State Street
Massachusetts
$96.4M +$1.46M +15,104 +2%
Invesco
7
Invesco
Georgia
$86.2M -$4.14M -42,723 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$85.7M +$818K +8,445 +1%
CCM
9
Channing Capital Management
Illinois
$70.7M +$63.1M +651,546 New
Morgan Stanley
10
Morgan Stanley
New York
$65M +$40.4M +417,626 +230%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.1M +$930K +9,599 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$59.8M -$14.5M -149,208 -21%
Fundsmith LLP
13
Fundsmith LLP
United Kingdom
$59.6M -$694K -7,164 -1%
DGI
14
Disciplined Growth Investors
Minnesota
$46M -$14.4K -149 -0%
Charles Schwab
15
Charles Schwab
California
$42.1M +$577K +5,958 +2%
Norges Bank
16
Norges Bank
Norway
$36.4M +$3.46M +35,775 +12%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$35.4M -$3.83M -39,527 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$35.2M -$15.7M -161,835 -33%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$32.4M +$2.04M +21,049 +8%
Marshall Wace
20
Marshall Wace
United Kingdom
$27.4M -$4.02M -41,478 -14%
TAM
21
Trillium Asset Management
Massachusetts
$26.8M -$138K -1,429 -0.6%
Legal & General Group
22
Legal & General Group
United Kingdom
$25M +$1.42M +14,697 +7%
Northern Trust
23
Northern Trust
Illinois
$23.8M -$262K -2,706 -1%
ICM
24
Invenomic Capital Management
Massachusetts
$23.6M +$11.6M +119,900 +124%
PAMP
25
Polar Asset Management Partners
Ontario, Canada
$23.4M -$2.38M -24,600 -10%

IPGP Hedge Fund Activity: Q4 2023 in Review

314 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q4 2023, worth a combined $3.02B — up 5.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IPGP positions and 34 closed out — a net gain of 16 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $63.1M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $63.3M sold.

  • 314 institutional investors held IPG Photonics (IPGP) as of Q4 2023, up from 303 in Q3 2023.
  • Funds reported $3.02B of IPG Photonics stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 50 funds opened new IPG Photonics positions in Q4 2023 and 34 closed out, a net change of +16 holders.
  • The largest IPG Photonics buyer in Q4 2023 was Channing Capital Management, an estimated $63.1M added.
  • The largest IPG Photonics seller in Q4 2023 was Alyeska Investment Group, an estimated $63.3M sold.

Based on aggregated 13F filings for Q4 2023.