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IPG INVESTMENT ADVISORS LLC

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SAN DIEGO CA Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

IPG Investment Advisors is based out of San Diego. IPG Investment Advisors is a large advisory firm with 1224 clients and discretionary assets under management (AUM) of $1,877,886,013 (Form ADV from 2023-10-05). Their last reported 13F filing for Q4 2023 included $500,403,144 in managed 13F securities and a top 10 holdings concentration of 40.77%. IPG Investment Advisors's largest holding is Apple Inc with shares held of 164,541. Whalewisdom has at least 42 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 6.33%
ERJ Embraer S.A. ADR 6.22%
SPY SPDR S&P 500 ETF TRU 5.04%
AMZN Amazon.com Inc. 4.41%
MGA Magna International 4.13%

2023-12-31

13F Activity

Market Value $0.50b, Prior: $454m
New Purchases 61 stocks
Added To 47 stocks
Sold out of 22 stocks
Reduced holdings in 69 stocks
Top 10 Holdings % 40.77%
Turnover %[1] 42.78%
Turnover Alt %[2] 16.89%
Time Held Top 20 8.7 quarters
Time Held Top 10 8.2 quarters
Time Held All 8.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance