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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
PWMG
276
Private Wealth Management Group
New Jersey
$5.66K +$2.76K +27 +108%
VCM
277
Versant Capital Management
Arizona
$5.22K +$1.43K +14 +41%
PFC
278
Phocas Financial Corp
California
$5.08K -$90.3K -882 -2%
CFD
279
Creative Financial Designs
Indiana
$4.13K
CWC
280
Carolinas Wealth Consulting
North Carolina
$4.12K +$102 +1 +3%
IA
281
IFP Advisors
Florida
$4.02K +$512 +5 +16%
BIA
282
Bell Investment Advisors
California
$3.92K +$2.35K +23 +177%
BTI
283
Blue Trust Inc
Georgia
$3.67K +$3.69K +36 New
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$3.59K +$1.43K +14 +74%
FFC
285
First Financial Corp
Indiana
$3.37K
S
286
Sachetta
Massachusetts
$3.25K
BFEC
287
Benjamin F. Edwards & Company
Missouri
$3K +$2.76K +27 New
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$2.83K
AEPWM
289
Atlantic Edge Private Wealth Management
Florida
$2.5K
JWA
290
JFS Wealth Advisors
Pennsylvania
$2.18K
HI
291
Harbour Investments
Wisconsin
$1.96K +$1.84K +18 New
AAP
292
Arax Advisory Partners
Colorado
$1.85K +$1.74K +17 New
RIL
293
Rothschild Investment LLC
Illinois
$1.63K +$1.02K +10 +200%
FFA
294
Farther Finance Advisors
California
$1.38K -$102 -1 -7%
MA
295
Montag & Associates
Georgia
$1.05K
SIC
296
SJS Investment Consulting
Ohio
$979 -$102 -1 -10%
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$653 +$102 +1 +20%
CA
298
Continuum Advisory
Idaho
$653 +$614 +6 New
ECM
299
Everence Capital Management
Indiana
$603
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$543 +$512 +5 New