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Advanced Energy

305 hedge funds and large institutions have $4.33B invested in Advanced Energy in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $4B → $4.33B (+$327M)

1.19% more ownership

Funds ownership: 105.2%106.39% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 311305 (-6)

62% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $11.7M

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
115
Reduced
110
Closed
46
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HFO
226
Heritage Family Offices
Arizona
$205K +$193K +1,883 New
Fuller & Thaler Asset Management
227
Fuller & Thaler Asset Management
California
$146K +$26.6K +260 +24%
CFM
228
Catalyst Funds Management
Australia
$141K +$10.2K +100 +8%
CPBTD
229
Central Pacific Bank - Trust Division
Hawaii
$139K +$16.4K +160 +14%
KBC Group
230
KBC Group
Belgium
$119K +$21K +205 +23%
IC
231
Innealta Capital
Texas
$109K +$103K +1,002 New
NC
232
nVerses Capital
Florida
$109K +$102K +1,000 New
HNB
233
Hilltop National Bank
Wyoming
$107K +$11.9K +116 +13%
PS
234
Principal Securities
Iowa
$93.1K +$3.07K +30 +4%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$87K +$81.9K +800 New
S
236
SignatureFD
Georgia
$85.6K -$10.2K -100 -11%
SOW
237
State of Wyoming
Wyoming
$83.2K +$5.63K +55 +8%
GI
238
GAMMA Investing
California
$68.1K +$39.2K +383 +158%
EWA
239
EverSource Wealth Advisors
Alabama
$64.9K +$921 +9 +2%
FHA
240
First Horizon Advisors
Tennessee
$58.8K -$54.4K -531 -50%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$42K +$3.99K +39 +11%
ETC
242
Exchange Traded Concepts
Oklahoma
$41.3K -$11.1K -108 -22%
Ohio Public Employees Retirement System (OPERS)
243
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.8K +$1.02K +10 +3%
PA
244
Parallel Advisors
California
$38.4K -$2.87K -28 -7%
AssetMark Inc
245
AssetMark Inc
California
$38.3K +$26K +254 +259%
MCM
246
Manchester Capital Management
Vermont
$35.9K +$33.8K +330 New
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$31.2K +$4.5K +44 +18%
MAM
248
Meeder Asset Management
Ohio
$29.6K +$7.17K +70 +35%
WT
249
Whittier Trust
California
$28.5K
RA
250
Rise Advisors
New York
$27.2K