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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
Wells Fargo
26
Wells Fargo
California
$26.6M -$6.4M -79,493 -17%
JIM
27
Jupiter Investment Management
United Kingdom
$26.5M +$8.26M +102,593 +35%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$25.5M -$113K -1,401 -0.4%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$23.6M -$5.37M -66,623 -16%
JP Morgan Chase
30
JP Morgan Chase
New York
$21.1M +$11.3M +139,859 +81%
Charles Schwab
31
Charles Schwab
California
$18.7M -$209K -2,599 -0.9%
Ameriprise
32
Ameriprise
Minnesota
$16.8M +$1.36M +16,843 +7%
CAM
33
Cortina Asset Management
Wisconsin
$16.8M +$1.36M +16,928 +7%
Citadel Advisors
34
Citadel Advisors
Florida
$16.2M +$11M +136,919 +132%
Goldman Sachs
35
Goldman Sachs
New York
$16.2M +$1.53M +19,047 +9%
Capital Fund Management (CFM)
36
Capital Fund Management (CFM)
France
$15.8M +$4.58M +56,819 +32%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$15.5M +$382K +4,744 +2%
MWNA
38
Marshall Wace North America
New York
$15.2M +$2.36M +29,254 +15%
AQR Capital Management
39
AQR Capital Management
Connecticut
$14.2M -$1.98M -24,552 -10%
NI
40
Numeric Investors
Massachusetts
$14M -$4.67M -58,000 -22%
ACB
41
Aristotle Capital Boston
Massachusetts
$13.6M -$1.58M -19,585 -9%
Fisher Asset Management
42
Fisher Asset Management
Washington
$13M +$1.19M +14,726 +8%
Morgan Stanley
43
Morgan Stanley
New York
$13M +$7.85M +97,477 +103%
RA
44
Royce & Associates
New York
$12.9M -$4.91M -60,951 -24%
TCIM
45
TIAA CREF Investment Management
New York
$12.4M -$670K -8,318 -4%
RHJA
46
Rice Hall James & Associates
California
$12M -$841K -10,440 -6%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$11.6M +$9.63M +119,582 +229%
Federated Hermes
48
Federated Hermes
Pennsylvania
$11.5M +$153K +1,898 +1%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$11.1M +$776K +9,638 +6%
HAM
50
Hillcrest Asset Management
Texas
$11M +$1.61K +20 +0%