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Advanced Energy

174 hedge funds and large institutions have $1.1B invested in Advanced Energy in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

14% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $1M

4% more funds holding

Funds holding: 168174 (+6)

4% more capital invested

Capital invested by funds: $1.05B → $1.1B (+$44M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
62
Reduced
67
Closed
19
Calls
$1.15M
Puts
$1M
Net Calls
+$141K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$8.54M -$1.71M -60,092 -17%
LSV Asset Management
27
LSV Asset Management
Illinois
$8.54M -$1.02M -35,700 -11%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$8.07M +$76.9K +2,700 +1%
Principal Financial Group
29
Principal Financial Group
Iowa
$7.84M +$248K +8,713 +3%
PI
30
Putnam Investments
Massachusetts
$7.84M -$806K -28,298 -9%
CAM
31
Cortina Asset Management
Wisconsin
$7.4M -$965K -33,887 -11%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$7.35M -$50.1K -1,759 -0.7%
Goldman Sachs
33
Goldman Sachs
New York
$7.26M +$3.56M +125,097 +95%
Charles Schwab
34
Charles Schwab
California
$7.17M +$2.17M +76,006 +43%
SGCIA
35
Smith Graham & Co Investment Advisors
Texas
$6.54M -$2.03M -71,100 -23%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$6.41M +$6.47M +227,091 New
TCIM
37
TIAA CREF Investment Management
New York
$6.18M -$106K -3,712 -2%
EBIM
38
Eagle Boston Investment Management
Massachusetts
$6.1M -$345K -12,115 -5%
UBS Group
39
UBS Group
Switzerland
$6.01M -$1.89M -66,291 -24%
AQR Capital Management
40
AQR Capital Management
Connecticut
$5.93M +$69.1K +2,425 +1%
Millennium Management
41
Millennium Management
New York
$5.89M +$381K +13,373 +7%
American Century Companies
42
American Century Companies
Missouri
$5.85M +$121K +4,256 +2%
AIM
43
Artemis Investment Management
United Kingdom
$5.45M -$1.4M -49,268 -20%
OCG
44
Opus Capital Group
Ohio
$5.11M -$160K -5,623 -3%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$4.62M -$161K -5,638 -3%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$4.61M +$3.18M +111,804 +217%
BIM
47
BlackRock Investment Management
Delaware
$4.55M +$9.17K +322 +0.2%
Morgan Stanley
48
Morgan Stanley
New York
$4.35M +$3.24M +113,663 +282%
Wells Fargo
49
Wells Fargo
California
$3.95M -$11.4M -399,373 -74%
ACB
50
Aristotle Capital Boston
Massachusetts
$3.95M +$571K +20,037 +17%