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Advanced Energy

288 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+30
Holders Change %
+11.63%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$28K +$26K +266 +1,330%
LJHT
252
Laurie J. Hall Trustee
$26K
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$22K +$2.85K +30 +15%
ETC
254
Exchange Traded Concepts
Oklahoma
$20K +$20K +202 New
Credit Agricole
255
Credit Agricole
France
$18K +$18K +181 New
Simplex Trading
256
Simplex Trading
Illinois
$17K +$17K +181 New
S
257
SignatureFD
Georgia
$15K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$15K +$7.26K +74 +94%
ICP
259
Interchange Capital Partners
Pennsylvania
$14K +$14K +148 New
SFS
260
Sowell Financial Services
Arkansas
$13K +$2.99K +31 +30%
GAM
261
Gemmer Asset Management
California
$11K
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$11K +$11K +113 New
LFG
263
Larson Financial Group
Missouri
$10K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CFGS
265
Concourse Financial Group Securities
Alabama
$8K -$2.02K -21 -20%
CFA
266
Carroll Financial Associates
North Carolina
$7K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$7K +$5.2K +55 +289%
RPWA
268
Regent Peak Wealth Advisors
Georgia
$7K +$7K +75 New
TWA
269
TCI Wealth Advisors
Arizona
$6K
AssetMark Inc
270
AssetMark Inc
California
$5K -$313 -3 -6%
HR
271
Howe & Rusling
New York
$4K -$1.9K -19 -32%
MIM
272
Macroview Investment Management
Maryland
$4K -$632 -6 -14%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$4K
TFO
274
Tarbox Family Office
California
$4K
CWC
275
Carolinas Wealth Consulting
North Carolina
$3K -$643 -6 -18%