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Advanced Energy

325 hedge funds and large institutions have $2.53B invested in Advanced Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

4% more funds holding

Funds holding: 312325 (+13)

1% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 115

0.85% less ownership

Funds ownership: 95.32%94.47% (-0.85%)

18% less capital invested

Capital invested by funds: $3.07B → $2.53B (-$546M)

79% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $54.6M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
325
Holders Change
+13
Holders Change %
+4.17%
% of All Funds
7.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
116
Reduced
115
Closed
36
Calls
$11.3M
Puts
$54.6M
Net Calls
-$43.3M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
301
Financial Gravity Companies
Texas
$7K +$7.97K +99 New
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$6K
Fuller & Thaler Asset Management
303
Fuller & Thaler Asset Management
California
$6K +$7.25K +90 New
GAM
304
Gemmer Asset Management
California
$5K
PCA
305
Providence Capital Advisors
North Carolina
$5K +$5.4K +67 New
PGWM
306
Parisi Gray Wealth Management
New Jersey
$5K +$6.36K +79 New
ASN
307
Advisory Services Network
Georgia
$4K
FANJ
308
Financial Architects (New Jersey)
New Jersey
$4K
TWA
309
TCI Wealth Advisors
Arizona
$4K
FPFS
310
First Personal Financial Services
North Carolina
$4K +$4.59K +57 New
LFA
311
Legacy Financial Advisors
Kentucky
$4K +$4.83K +60 New
QCG
312
Quadrant Capital Group
Ohio
$3K
SPIA
313
Steward Partners Investment Advisory
New York
$3K
WWMSC
314
Wagner Wealth Management (South Carolina)
South Carolina
$3K
CTC
315
Central Trust Company
Missouri
$2K
PA
316
Parallel Advisors
California
$2K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$2K
WA
318
WealthTrust-Arizona
Arizona
$2K
AssetMark Inc
319
AssetMark Inc
California
$2K +$1.85K +23 +575%
FPS
320
Fieldpoint Private Securities
Connecticut
$1K -$71.5K -888 -98%
FRA
321
Front Row Advisors
California
$1K +$1.13K +14 New
SWP
322
Stratos Wealth Partners
Ohio
$1K +$1.37K +17 New
TCA
323
Tortoise Capital Advisors
Kansas
$1K +$1.77K +22 New
Walleye Trading
324
Walleye Trading
New York
$263 +$278K +3,455 +791%
PCG
325
Private Capital Group
Connecticut
$28 +$33.3K +414 New