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Advanced Energy

241 hedge funds and large institutions have $1.9B invested in Advanced Energy in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

19% more capital invested

Capital invested by funds: $1.6B → $1.9B (+$296M)

18% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $2.68M

2.6% more ownership

Funds ownership: 97.27%99.87% (+2.6%)

3% less funds holding

Funds holding: 249241 (-8)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
241
Holders Change
-8
Holders Change %
-3.21%
% of All Funds
5.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
95
Reduced
69
Closed
30
Calls
$3.17M
Puts
$2.68M
Net Calls
+$488K
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
26
Delek Group
Israel
$16.4M
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$15.6M +$244K +5,013 +2%
LSV Asset Management
28
LSV Asset Management
Illinois
$15.1M -$25.8M -530,635 -64%
KCM
29
Kennedy Capital Management
Missouri
$14.3M -$563K -11,579 -4%
Bank of America
30
Bank of America
North Carolina
$14.1M -$1.11M -22,844 -7%
Charles Schwab
31
Charles Schwab
California
$13.9M -$3.93M -80,953 -22%
American Century Companies
32
American Century Companies
Missouri
$13.6M -$289K -5,955 -2%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$13.5M -$3.7M -76,112 -22%
Invesco
34
Invesco
Georgia
$13.5M -$267K -5,485 -2%
PA
35
Pinnacle Associates
New York
$12.4M -$259K -5,335 -2%
Wells Fargo
36
Wells Fargo
California
$12.3M +$1.58M +32,561 +15%
Goldman Sachs
37
Goldman Sachs
New York
$11.4M +$1.36M +28,067 +14%
Deutsche Bank
38
Deutsche Bank
Germany
$11.1M -$17.8M -365,740 -62%
FCH
39
Freestone Capital Holdings
Washington
$10.9M +$941K +19,352 +10%
Federated Hermes
40
Federated Hermes
Pennsylvania
$10.3M -$8.05M -165,574 -44%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$9.51M +$959K +19,728 +11%
AIM
42
Artemis Investment Management
United Kingdom
$9.37M +$9.16M +188,505 New
Man Group
43
Man Group
United Kingdom
$8.74M +$1.03M +21,101 +14%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$7.2M +$7.05M +144,962 New
SGCIA
45
Smith Graham & Co Investment Advisors
Texas
$7.2M -$76.8K -1,580 -1%
JP Morgan Chase
46
JP Morgan Chase
New York
$7.16M -$1.92M -39,582 -22%
SEI Investments
47
SEI Investments
Pennsylvania
$7.11M +$1.52M +31,285 +28%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$6.35M -$1.22M -25,000 -16%
Victory Capital Management
49
Victory Capital Management
Texas
$6.35M +$6.21M +127,745 New
Fisher Asset Management
50
Fisher Asset Management
Washington
$6.2M -$285K -5,874 -4%