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IPG Photonics

312 hedge funds and large institutions have $2.32B invested in IPG Photonics in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 94 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 94

9% more call options, than puts

Call options by funds: $9.5M | Put options by funds: $8.72M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 314312 (-2)

2% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 48

3.69% less ownership

Funds ownership: 59.25%55.56% (-3.7%)

23% less capital invested

Capital invested by funds: $3.02B → $2.32B (-$693M)

Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
125
Reduced
94
Closed
48
Calls
$9.5M
Puts
$8.72M
Net Calls
+$780K
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$387M +$590K +6,279 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$277M +$1.11M +11,830 +0.4%
BlackRock
3
BlackRock
New York
$256M +$5.9M +62,808 +2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$82.1M -$3.59M -38,247 -4%
State Street
5
State Street
Massachusetts
$82M +$1.55M +16,489 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$78.9M +$7.52M +80,080 +10%
CCM
7
Channing Capital Management
Illinois
$61.5M +$2.52M +26,818 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$52.7M +$2.55M +27,152 +5%
DGI
9
Disciplined Growth Investors
Minnesota
$43.5M +$5.34M +56,832 +13%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$39.3M +$25.8M +274,298 +173%
Charles Schwab
11
Charles Schwab
California
$37.4M +$2.29M +24,406 +6%
Norges Bank
12
Norges Bank
Norway
$29.6M -$766K -8,154 -2%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$29.6M -$21K -223 -0.1%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$28M +$28.5M +303,790 +6,842%
Invesco
15
Invesco
Georgia
$25.4M -$48.3M -513,983 -65%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$24.6M +$23.3M +248,188 +1,099%
ICM
17
Invenomic Capital Management
Massachusetts
$23.4M +$3.88M +41,277 +19%
ETC
18
Exchange Traded Concepts
Oklahoma
$22.8M +$3.48M +36,999 +17%
TAM
19
Trillium Asset Management
Massachusetts
$22.6M +$263K +2,795 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$22.2M +$1.33M +14,113 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$21.7M -$7.95M -84,623 -26%
Ameriprise
22
Ameriprise
Minnesota
$20.8M +$4.24M +45,177 +24%
Morgan Stanley
23
Morgan Stanley
New York
$19.4M -$36.2M -384,957 -64%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$18.5M +$658 +7 +0%
AQR Capital Management
25
AQR Capital Management
Connecticut
$18.4M +$2.22M +23,640 +13%

IPGP Hedge Fund Activity: Q1 2024 in Review

312 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IPG Photonics (IPGP) for Q1 2024, worth a combined $2.32B — down 23% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IPGP and 47 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 125 added.

The largest buyer was Pacer Advisors, adding an estimated $28.5M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $110M sold.

  • 312 institutional investors held IPG Photonics (IPGP) as of Q1 2024, down from 314 in Q4 2023.
  • Funds reported $2.32B of IPG Photonics stock for Q1 2024, down 23% quarter-over-quarter.
  • 47 funds opened new IPG Photonics positions in Q1 2024 and 48 closed out, a net change of -1 holder.
  • The largest IPG Photonics buyer in Q1 2024 was Pacer Advisors, an estimated $28.5M added.
  • The largest IPG Photonics seller in Q1 2024 was Lazard Asset Management, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.