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Ipg Investment Advisors LLC

CIK:0001602237
Investment Adviser
$4B AUM
177 holdings
San Diego, CA, USA
Founded:2010
39 employees
Latest filing:Jun 30, 2025

IPG Investment Advisors LLC is a registered investment adviser providing personalized discretionary investment management services, offering various investment strategies including Global Opportunities, Global Short Duration, and Capital Appreciation Equity Trading among others.

Investment Strategy

Discretionary investment management with strategies such as Global Opportunities, Global Short Duration, and Capital Appreciation Equity Trading.

Latest 13F Filing Activity

Ipg Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 176 equity positions with a total 13F market value of $512M. The fund increased holdings in Invesco QQQ TR, Magna Intl Inc., Nvidia Corporation among other positions. Ipg Investment Advisors LLC reduced exposure to Ishares TR, Jack in the Box Inc., Walgreens Boots Alliance Inc. among others.

Top Buys
Q
QQQINVESCO QQQ TR
+$10.1M
M
MGAMAGNA INTL INC
+$8.1M
N
NVDANVIDIA CORPORATION
+$7.1M
G
GNRCGENERAC HLDGS INC
+$6.8M
O
OIO-I GLASS INC
+$6.5M
Top Sells
I
IEFISHARES TR
-$6.6M
J
JACKJACK IN THE BOX INC
-$5.5M
W
WBAWALGREENS BOOTS ALLIANCE INC
-$5.0M
T
TMTOYOTA MOTOR CORP
-$4.4M
N
NTRNUTRIEN LTD
-$4.1M

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+7.5%$38.4M
O
OIO-I GLASS INC
+5.9%$30.0M
N
NVDANVIDIA CORPORATION
+5.5%$28.1M
C
CXCEMEX SAB DE CV
+4.8%$24.8M
G
GTGOODYEAR TIRE & RUBR CO
+4.4%$22.8M

Equity Positions (176)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR S&P 500 ETF TR7.50%$38.4M62,003$424.93$617.85+$3.1M
O-I GLASS INC5.86%$30.0M2,035,353$11.60$14.74+$6.5M
NVIDIA CORPORATION5.49%$28.1M178,102$28.17$157.99+$7.1M
CEMEX SAB DE CV4.85%$24.8M3,583,833$5.65$6.93+$5.5M
GOODYEAR TIRE & RUBR CO4.44%$22.8M2,195,470$9.59$10.37+$425.5K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.2%
SERVICES-PREPACKAGED SOFTWARE
+5.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.2%
ELECTRONIC COMPUTERS
+3.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.6%

Investment Team (4)

NameRoleLocationLinkedIn
Eugene Bodden
Eugene Bodden
Sr. TraderMiami, FL , United States
Alexander Simcock
Alexander Simcock
TraderSan Diego, CA , United States
Alex Simcock
Alex Simcock
TraderSan Diego, CA , United States
Rafael Benrey
Rafael Benrey
Co-Chief Investment OfficerSan Diego, CA , United States