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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
CWC
276
Carolinas Wealth Consulting
North Carolina
$3K -$511 -6 -18%
PA
277
Parallel Advisors
California
$3K
SL
278
Savior LLC
Massachusetts
$3K
VCM
279
Versant Capital Management
Arizona
$3K
AIG
280
American International Group
New York
$2.48K -$54.8K -644 -2%
AF
281
Allworth Financial
California
$2K
BWA
282
BDO Wealth Advisors
Florida
$2K
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$2K
BWL
284
Bogart Wealth LLC
Virginia
$1K
TFGT
285
TS Financial Group (TSFG)
Illinois
$1K +$1.02K +12 New
Franklin Resources
286
Franklin Resources
California
-$25.6M -406,284 Closed
Assenagon Asset Management
287
Assenagon Asset Management
Luxembourg
-$4.81M -76,466 Closed
KCM
288
Kennedy Capital Management
Missouri
-$3.02M -47,997 Closed
DA
289
Duality Advisers
Florida
-$1.88M -29,810 Closed
VanEck Associates
290
VanEck Associates
New York
-$1.71M -27,219 Closed
HSA
291
Hussman Strategic Advisors
Maryland
-$1.6M -25,500 Closed
Canada Pension Plan Investment Board
292
Canada Pension Plan Investment Board
Ontario, Canada
-$1.28M -20,400 Closed
Point72 Asset Management
293
Point72 Asset Management
Connecticut
-$1.13M -17,900 Closed
Allianz Asset Management
294
Allianz Asset Management
Germany
-$714K -11,341 Closed
AL
295
AJO LP
Pennsylvania
-$630K -10,014 Closed
NIM
296
Needham Investment Management
New York
-$629K -10,000 Closed
PI
297
PEAK6 Investments
Illinois
-$724K -8,504 Closed
Tudor Investment Corp
298
Tudor Investment Corp
Connecticut
-$472K -7,505 Closed
Walleye Trading
299
Walleye Trading
New York
-$421K -4,944 Closed
PRC
300
Pearl River Capital
Michigan
-$302K -4,799 Closed