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Advanced Energy

289 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

55% more capital invested

Capital invested by funds: $2.35B → $3.64B (+$1.29B)

12% more funds holding

Funds holding: 258289 (+31)

5% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $5.15M

0.17% more ownership

Funds ownership: 97.42%97.6% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$30.4M +$436K +5,119 +2%
RI
27
Redwood Investments
Massachusetts
$30M -$3.35M -39,364 -11%
ICOM
28
Investment Counselors of Maryland
Maryland
$29.3M +$780K +9,163 +3%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$29.2M +$1.09M +12,800 +4%
BAMCO Inc
30
BAMCO Inc
New York
$29.1M
PA
31
Pinnacle Associates
New York
$24.1M -$1.59M -18,676 -7%
N
32
Nuveen
North Carolina
$23M +$4.78M +56,146 +31%
Morgan Stanley
33
Morgan Stanley
New York
$21.9M +$7.38M +86,771 +62%
American Century Companies
34
American Century Companies
Missouri
$21.7M -$4.74M -55,658 -20%
ClearBridge Investments
35
ClearBridge Investments
New York
$21.4M -$3.47M -40,766 -16%
FA
36
Friess Associates
Delaware
$20.7M +$90.3K +1,061 +0.5%
KBC Group
37
KBC Group
Belgium
$19.8M +$650K +7,634 +26%
Wells Fargo
38
Wells Fargo
California
$19.6M +$859K +10,091 +5%
Bank of America
39
Bank of America
North Carolina
$18.6M +$592K +6,955 +4%
AIM
40
Artemis Investment Management
United Kingdom
$17.4M +$2.01M +23,586 +15%
FP
41
Foundry Partners
Minnesota
$17.1M -$107K -1,254 -0.7%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$16.5M +$4.23M +49,700 +41%
SEI Investments
43
SEI Investments
Pennsylvania
$15.4M -$1.3M -15,217 -9%
Goldman Sachs
44
Goldman Sachs
New York
$15.3M -$4.24M -49,787 -24%
Deutsche Bank
45
Deutsche Bank
Germany
$15.2M +$790K +9,280 +6%
CCP
46
Clough Capital Partners
Massachusetts
$14.9M +$4.87M +57,200 +59%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$14.6M -$2.35M -27,607 -15%
PPA
48
Parametric Portfolio Associates
Washington
$13.7M +$1.16M +13,582 +11%
Fisher Asset Management
49
Fisher Asset Management
Washington
$13.6M -$1.11K -13 -0%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M -$3.09M -36,250 -21%