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Advanced Energy

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 99.85%101.18% (+1.3%)

3% more call options, than puts

Call options by funds: $4.67M | Put options by funds: $4.54M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 115

6% less funds holding

Funds holding: 306287 (-19)

10% less capital invested

Capital invested by funds: $4.06B → $3.67B (-$391M)

46% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 37

Holders
287
Holders Change
-19
Holders Change %
-6.21%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$30.3M +$85.8K +911 +0.3%
Invesco
27
Invesco
Georgia
$29.7M -$1.06M -11,274 -4%
Goldman Sachs
28
Goldman Sachs
New York
$24.3M +$4.4M +46,726 +23%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$23M -$725K -7,692 -3%
Wells Fargo
30
Wells Fargo
California
$22.9M +$934K +9,921 +4%
SEI Investments
31
SEI Investments
Pennsylvania
$19.6M +$615K +6,532 +3%
PA
32
Pinnacle Associates
New York
$18.9M -$312K -3,308 -2%
TCM
33
Tributary Capital Management
Nebraska
$17.4M +$544K +5,777 +3%
RA
34
Royce & Associates
New York
$14.4M -$2.14M -22,700 -13%
ClearBridge Investments
35
ClearBridge Investments
New York
$14.3M +$278K +2,948 +2%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$13.5M +$6.53M +69,374 +102%
HJGA
37
Hardman Johnston Global Advisors
Connecticut
$13.5M -$301K -3,195 -2%
Fisher Asset Management
38
Fisher Asset Management
Washington
$13.2M -$1.52M -16,152 -11%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.7M +$43.8M +464,586 +357%
FWIA
40
Fort Washington Investment Advisors
Ohio
$11.8M -$1.44M -15,255 -11%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.1M +$447K +4,751 +4%
JP Morgan Chase
42
JP Morgan Chase
New York
$10.8M +$2.8M +29,749 +37%
Legal & General Group
43
Legal & General Group
United Kingdom
$10.7M -$42.1K -447 -0.4%
HA
44
Heartland Advisors
Wisconsin
$10.7M -$530K -5,625 -5%
American Century Companies
45
American Century Companies
Missouri
$10.3M -$11.4M -121,288 -54%
BCIM
46
British Columbia Investment Management
British Columbia, Canada
$10.3M -$2.92M -31,000 -23%
N
47
Nuveen
North Carolina
$10.1M -$142K -1,506 -1%
Axa
48
Axa
France
$9.46M +$413K +4,385 +5%
SI
49
Scout Investments
Missouri
$8.92M -$97.6K -1,036 -1%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$8.91M +$294K +3,126 +4%