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Advanced Energy

301 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

5% more funds holding

Funds holding: 286301 (+15)

0.5% less ownership

Funds ownership: 94.67%94.17% (-0.5%)

6% less capital invested

Capital invested by funds: $2.58B → $2.42B (-$158M)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

48% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $15.4M

Holders
301
Holders Change
+15
Holders Change %
+5.24%
% of All Funds
7.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
100
Reduced
118
Closed
31
Calls
$8.09M
Puts
$15.4M
Net Calls
-$7.35M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
First Horizon Advisors
Tennessee
$18K
YWP
277
YorkBridge Wealth Partners
New York
$17K -$4.68K -64 -20%
IPC
278
Independent Portfolio Consultants
Florida
$12K -$40.2K -550 -75%
FIB
279
First Interstate Bank
Montana
$11K -$5.99K -82 -32%
PHK
280
Point72 Hong Kong
Hong Kong
$11K +$12.2K +167 New
CTC
281
Central Trust Company
Missouri
$7K -$51K -698 -87%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$7K -$877 -12 -11%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$7K +$2.19K +30 +40%
LNB
284
Ledyard National Bank
$6K
NFG
285
Next Financial Group
Texas
$6K
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$6K +$6.58K +90 New
NSIM
287
North Star Investment Management
Illinois
$6K +$7.31K +100 New
GAM
288
Gemmer Asset Management
California
$5K
M
289
MOTCO
Texas
$5K
MFW
290
Mosaic Family Wealth
Missouri
$4K
TWA
291
TCI Wealth Advisors
Arizona
$4K
FMP
292
Financial Management Professionals
Texas
$4K +$4.82K +66 New
NA
293
NewEdge Advisors
Louisiana
$3.96K +$4.24K +58 New
FANJ
294
Financial Architects (New Jersey)
New Jersey
$3K
MCM
295
MV Capital Management
Maryland
$3K
SPIA
296
Steward Partners Investment Advisory
New York
$3K
PA
297
Parallel Advisors
California
$2K
QCG
298
Quadrant Capital Group
Ohio
$2K
PFBT
299
Parkside Financial Bank & Trust
Missouri
$1K
Walleye Trading
300
Walleye Trading
New York
$152 +$171K +2,346 New