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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
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$6.08M +$1.67M +34,278 +39%
PPA
52
Parametric Portfolio Associates
Washington
$5.91M +$236K +4,857 +4%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$5.86M -$3.69M -75,832 -39%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$5.71M +$28.6K +589 +0.5%
TCIM
55
TIAA CREF Investment Management
New York
$5.69M -$1.27M -26,189 -19%
AllianceBernstein
56
AllianceBernstein
Tennessee
$5.67M +$1.75M +36,009 +46%
HA
57
Homestead Advisers
Virginia
$5.66M +$5.54M +114,000 New
CAM
58
Cortina Asset Management
Wisconsin
$5.55M -$1.9M -39,011 -26%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$5.54M +$1.34M +27,600 +38%
DCM
60
Divisar Capital Management
California
$5.28M +$502K +10,337 +11%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$5.04M
Morgan Stanley
62
Morgan Stanley
New York
$5.02M +$1.27M +26,134 +35%
Legal & General Group
63
Legal & General Group
United Kingdom
$4.87M +$384K +7,899 +9%
HAM
64
Harber Asset Management
North Carolina
$4.76M +$4.66M +95,800 New
Hotchkis & Wiley Capital Management
65
Hotchkis & Wiley Capital Management
California
$4.34M +$1.7M +35,050 +67%
GC
66
Guggenheim Capital
Illinois
$4.32M +$4.22M +86,850 New
UBS Group
67
UBS Group
Switzerland
$4.28M -$1.12M -22,958 -21%
TA
68
Teachers Advisors
New York
$4.24M +$109K +2,242 +3%
Barclays
69
Barclays
United Kingdom
$4.17M +$525K +10,811 +15%
First Trust Advisors
70
First Trust Advisors
Illinois
$3.91M -$1.04M -21,495 -21%
Prudential Financial
71
Prudential Financial
New Jersey
$3.86M -$543K -11,171 -13%
Swiss National Bank
72
Swiss National Bank
Switzerland
$3.48M +$29.2K +600 +0.9%
SSCM
73
Summit Street Capital Management
New York
$3.02M +$1.11M +22,882 +60%
ASRS
74
Arizona State Retirement System
Arizona
$2.93M -$16.4K -338 -0.6%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.92M -$96.3K -1,982 -3%