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Advanced Energy

289 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

55% more capital invested

Capital invested by funds: $2.35B → $3.64B (+$1.29B)

12% more funds holding

Funds holding: 258289 (+31)

5% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $5.15M

0.17% more ownership

Funds ownership: 97.42%97.6% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% 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
60
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
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$28K +$22.6K +266 +1,330%
LJHT
252
Laurie J. Hall Trustee
$26K
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$22K +$2.55K +30 +15%
LSA
254
Leonteq Securities AG
Switzerland
$20.3K +$17.8K +209 New
ETC
255
Exchange Traded Concepts
Oklahoma
$20K +$17.2K +202 New
Credit Agricole
256
Credit Agricole
France
$18K +$15.4K +181 New
Simplex Trading
257
Simplex Trading
Illinois
$17K +$15.4K +181 New
S
258
SignatureFD
Georgia
$15K
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$15K +$6.3K +74 +94%
ICP
260
Interchange Capital Partners
Pennsylvania
$14K +$12.6K +148 New
SFS
261
Sowell Financial Services
Arkansas
$13K +$2.64K +31 +30%
GAM
262
Gemmer Asset Management
California
$11K
PWPS
263
Pinnacle Wealth Planning Services
Ohio
$11K +$9.62K +113 New
LFG
264
Larson Financial Group
Missouri
$10K
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CFGS
266
Concourse Financial Group Securities
Alabama
$8K -$1.79K -21 -20%
CFA
267
Carroll Financial Associates
North Carolina
$7K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$7K +$4.68K +55 +289%
RPWA
269
Regent Peak Wealth Advisors
Georgia
$7K +$6.38K +75 New
TWA
270
TCI Wealth Advisors
Arizona
$6K
AssetMark Inc
271
AssetMark Inc
California
$5K -$255 -3 -6%
HR
272
Howe & Rusling
New York
$4K -$1.62K -19 -32%
MIM
273
Macroview Investment Management
Maryland
$4K -$511 -6 -14%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$4K
TFO
275
Tarbox Family Office
California
$4K