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Advanced Energy

286 hedge funds and large institutions have $2.58B invested in Advanced Energy in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

24% more capital invested

Capital invested by funds: $2.08B → $2.58B (+$498M)

10% more funds holding

Funds holding: 260286 (+26)

1.14% less ownership

Funds ownership: 95.82%94.67% (-1.1%)

25% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 114

59% less call options, than puts

Call options by funds: $7.72M | Put options by funds: $18.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
7.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
58
Increased
86
Reduced
114
Closed
26
Calls
$7.72M
Puts
$18.9M
Net Calls
-$11.2M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
276
Financial Architects (New Jersey)
New Jersey
$4K
MFW
277
Mosaic Family Wealth
Missouri
$4K
TWA
278
TCI Wealth Advisors
Arizona
$4K
MCM
279
MV Capital Management
Maryland
$3K
SPIA
280
Steward Partners Investment Advisory
New York
$3K +$3.58K +58 New
PA
281
Parallel Advisors
California
$2K
QCG
282
Quadrant Capital Group
Ohio
$2K
TSW
283
Thompson Siegel & Walmsley
Virginia
$2K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$2K +$247 +4 +21%
OCG
285
Opus Capital Group
Ohio
-$6.86M -125,267 Closed
HSBC Holdings
286
HSBC Holdings
United Kingdom
-$3.06M -55,956 Closed
SC
287
Shellback Capital
Massachusetts
-$2.83M -51,600 Closed
GPCM
288
Granite Point Capital Management
Massachusetts
-$1.64M -30,000 Closed
MC
289
Menta Capital
California
-$1.44M -26,230 Closed
AG
290
Algert Global
California
-$1.41M -25,758 Closed
AL
291
Airain Ltd
Guernsey
-$1.2M -21,842 Closed
NAM
292
NorthCoast Asset Management
Connecticut
-$757K -13,819 Closed
FCH
293
Freestone Capital Holdings
Washington
-$743K -13,554 Closed
Wolverine Trading
294
Wolverine Trading
Illinois
-$702K -12,825 Closed
CCA
295
Catalyst Capital Advisors
New York
-$722K -11,690 Closed
TSS
296
Two Sigma Securities
New York
-$440K -8,042 Closed
Daiwa Securities Group
297
Daiwa Securities Group
Japan
-$411K -7,500 Closed
SB
298
Suntrust Banks
Georgia
-$395K -7,229 Closed
Squarepoint
299
Squarepoint
New York
-$371K -6,768 Closed
Verition Fund Management
300
Verition Fund Management
Connecticut
-$346K -6,312 Closed