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Advanced Energy

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $4.53M

41% more capital invested

Capital invested by funds: $2.88B → $4.06B (+$1.18B)

11% more funds holding

Funds holding: 276306 (+30)

0.2% more ownership

Funds ownership: 99.65%99.85% (+0.2%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$686 +$672 +8 New
AAP
302
Arax Advisory Partners
Colorado
$600
ECM
303
Everence Capital Management
Indiana
$540
DI
304
Disciplined Investments
Oklahoma
$515
FGAM
305
Financial Gravity Asset Management
Texas
$213 +$7.22K +86 New
HCP
306
Hexagon Capital Partners
Arkansas
$86
UBS AM
307
UBS AM
Illinois
-$3.66M -47,221 Closed
NIM
308
Needham Investment Management
New York
-$1.55M -20,000 Closed
CPC
309
Cookson Peirce & Co
Pennsylvania
-$1.42M -18,354 Closed
ACM
310
AlphaCrest Capital Management
New York
-$391K -5,050 Closed
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
-$318K -4,108 Closed
VF
312
Virtu Financial
New York
-$286K -3,699 Closed
MM
313
MQS Management
New York
-$262K -3,390 Closed
Voloridge Investment Management
314
Voloridge Investment Management
Florida
-$242K -3,129 Closed
Verition Fund Management
315
Verition Fund Management
Connecticut
-$209K -2,695 Closed
PI
316
PEAK6 Investments
Illinois
-$78K -929 Closed
PHK
317
Point72 Hong Kong
Hong Kong
-$62K -803 Closed
Macquarie Group
318
Macquarie Group
Australia
-$83K -404 Closed
Barrow, Hanley, Mewhinney & Strauss
319
Barrow, Hanley, Mewhinney & Strauss
Texas
-$10K -126 Closed
AIP
320
Almanack Investment Partners
Pennsylvania
-$7K -84 Closed
CAL
321
Capital Advisors Ltd
Ohio
-$1K -9 Closed
ACM
322
Absolute Capital Management
Pennsylvania
-$641 -8 Closed