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Advanced Energy

305 hedge funds and large institutions have $4.33B invested in Advanced Energy in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $4B → $4.33B (+$327M)

1.19% more ownership

Funds ownership: 105.2%106.39% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 311305 (-6)

62% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $11.7M

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
115
Reduced
110
Closed
46
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$36.6M +$481K +4,699 +1%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$36.3M -$3.54M -34,606 -9%
Morgan Stanley
28
Morgan Stanley
New York
$34.3M -$3.27M -31,900 -9%
Goldman Sachs
29
Goldman Sachs
New York
$26.5M +$11M +106,977 +78%
GKIM
30
GW&K Investment Management
Massachusetts
$25.7M +$24.2M +236,021 New
First Trust Advisors
31
First Trust Advisors
Illinois
$24.8M +$810K +7,915 +4%
SEI Investments
32
SEI Investments
Pennsylvania
$24.2M -$242K -2,361 -1%
Macquarie Group
33
Macquarie Group
Australia
$23.4M -$269K -2,625 -1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$22.8M +$1.6M +15,590 +8%
Invesco
35
Invesco
Georgia
$21.3M -$2.21M -21,608 -10%
TCM
36
Tributary Capital Management
Nebraska
$20.5M +$57.9K +566 +0.3%
Citigroup
37
Citigroup
New York
$18.8M +$1.39M +13,560 +9%
PA
38
Pinnacle Associates
New York
$18.5M -$535K -5,226 -3%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$16.4M -$2.79M -27,293 -15%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$15.1M -$83.1K -812 -0.6%
JP Morgan Chase
41
JP Morgan Chase
New York
$14.7M -$2.99M -29,217 -18%
HJGA
42
Hardman Johnston Global Advisors
Connecticut
$14.2M -$333K -3,255 -2%
FWIA
43
Fort Washington Investment Advisors
Ohio
$14M +$1.17M +11,469 +10%
Fisher Asset Management
44
Fisher Asset Management
Washington
$13.7M -$448K -4,373 -3%
First Eagle Investment Management
45
First Eagle Investment Management
New York
$12.3M -$10.2K -100 -0.1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.2M -$261K -2,551 -2%
SBH
47
Segall Bryant & Hamill
Illinois
$12M +$1.49M +14,529 +15%
GC
48
Guggenheim Capital
Illinois
$11.7M -$242K -2,363 -2%
Legal & General Group
49
Legal & General Group
United Kingdom
$11.3M -$87K -850 -0.8%
N
50
Nuveen
North Carolina
$11.3M +$209K +2,039 +2%