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Advanced Energy

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
226
NinePointTwo Capital
California
$239K +$239K +2,325 New
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$235K -$110K -1,108 -32%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$233K +$233K +2,256 New
X
229
Xponance
Pennsylvania
$230K +$1.86K +18 +0.8%
AA
230
AlphaMark Advisors
Kentucky
$227K +$227K +2,198 New
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$223K +$10.6K +103 +5%
FIM
232
Freedom Investment Management
Connecticut
$222K -$43.9K -426 -16%
MM
233
MQS Management
New York
$220K +$220K +2,134 New
PA
234
Profund Advisors
Maryland
$218K -$10.5K -102 -5%
BRWA
235
B. Riley Wealth Advisors
Florida
$208K -$67.4K -654 -25%
API
236
Advisor Partners II
California
$207K +$15.3K +148 +8%
DJYG
237
David J. Yvars Group
Florida
$207K
SPIA
238
Steward Partners Investment Advisory
New York
$206K +$9.38K +91 +5%
QCG
239
Quadrant Capital Group
Ohio
$201K +$19.4K +188 +11%
EBA
240
Eagle Bay Advisors
New York
$151K +$18.7K +181 +14%
TRCT
241
Tower Research Capital (TRC)
New York
$119K +$45.6K +442 +62%
Group One Trading
242
Group One Trading
Illinois
$114K +$23.5K +228 +26%
FHA
243
First Horizon Advisors
Tennessee
$107K
Credit Agricole
244
Credit Agricole
France
$104K +$25.1K +243 +32%
KBC Group
245
KBC Group
Belgium
$92K -$205K -1,990 -69%
Simplex Trading
246
Simplex Trading
Illinois
$87K -$218K -2,123 -71%
DekaBank Deutsche Girozentrale
247
DekaBank Deutsche Girozentrale
Germany
$85K +$85K +830 New
C
248
Covestor
United Kingdom
$66K -$23.8K -230 -26%
SOW
249
State of Wyoming
Wyoming
$64.1K +$22.9K +222 +56%
EWA
250
EverSource Wealth Advisors
Alabama
$53.4K -$1.34K -13 -2%