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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
Russell Investments Group
251
Russell Investments Group
United Kingdom
$25.8K +$11.6K +113 +91%
SAM
252
Smartleaf Asset Management
Massachusetts
$24.4K +$20K +195 +609%
RTC
253
Riverview Trust Company
Washington
$20K
GIA
254
GHP Investment Advisors
Colorado
$19.4K
LC
255
Lindbrook Capital
California
$19.4K +$1.02K +10 +6%
PTC
256
Private Trust Company
Ohio
$19.1K
GRP
257
Global Retirement Partners
California
$19K +$9.11K +89 +103%
CFGS
258
Concourse Financial Group Securities
Alabama
$17.4K -$1.02K -10 -6%
AIC
259
Archer Investment Corporation
Indiana
$16.3K
UB
260
UMB Bank
Missouri
$16.2K +$1.64K +16 +12%
TFF
261
The Family Firm
Maryland
$15.5K +$14.5K +142 New
WOSD
262
WFA of San Diego
California
$15.2K +$14.3K +140 New
EC
263
EntryPoint Capital
New York
$13.3K -$301K -2,936 -96%
CTC
264
Central Trust Company
Missouri
$12.8K
Bessemer Group
265
Bessemer Group
New Jersey
$12K -$1.54K -15 -12%
HNB
266
Huntington National Bank
Ohio
$11.3K -$1.23K -12 -10%
ATPW
267
Ashton Thomas Private Wealth
Arizona
$11.3K +$10.6K +104 New
AF
268
Allworth Financial
California
$10.9K +$5.12K +50 +100%
Walleye Trading
269
Walleye Trading
New York
$10.4K -$235K -2,300 -96%
EBA
270
Eagle Bay Advisors
New York
$10.1K -$5.02K -49 -35%
PFBT
271
Parkside Financial Bank & Trust
Missouri
$8.59K
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$7.83K
LFA
273
LGT Financial Advisors
Texas
$7.4K
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$7.07K -$27.6K -270 -81%
GC
275
Globeflex Capital
California
$5.98K -$2.69M -26,315 -100%