We are live on ! Find out more
AEIS icon

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
CSS
51
Cubist Systematic Strategies
Connecticut
$8.65M -$108K -1,146 -1%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$8.55M -$552K -5,859 -6%
SGCIA
53
Smith Graham & Co Investment Advisors
Texas
$8.32M -$24.3K -258 -0.3%
Tudor Investment Corp
54
Tudor Investment Corp
Connecticut
$8.29M +$1.71M +18,170 +27%
Deutsche Bank
55
Deutsche Bank
Germany
$8.14M -$577K -6,122 -7%
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.91M -$895K -9,500 -11%
First Eagle Investment Management
57
First Eagle Investment Management
New York
$7.36M +$2.16M +22,900 +44%
GC
58
Guggenheim Capital
Illinois
$7.01M -$15K -159 -0.2%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$6.85M -$56.5K -600 -0.9%
CWM
60
Compass Wealth Management
Connecticut
$6.64M -$125K -1,325 -2%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.44M -$213K -2,263 -3%
PFC
62
Phocas Financial Corp
California
$6.39M +$59K +626 +1%
HA
63
Homestead Advisers
Virginia
$6.28M +$11.4K +121 +0.2%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$6.24M -$5.75K -61 -0.1%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$5.61M +$1.24M +13,190 +30%
SCM
66
Shelton Capital Management
Colorado
$5.39M +$3.52M +37,349 +211%
AllianceBernstein
67
AllianceBernstein
Tennessee
$5.39M -$588K -6,243 -10%
UBS Group
68
UBS Group
Switzerland
$5.1M -$1.03M -10,892 -17%
UBS AM
69
UBS AM
Illinois
$4.95M +$4.76M +50,500 New
ECM
70
ExodusPoint Capital Management
New York
$4.79M +$2.78M +29,476 +152%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$4.59M -$64.5K -685 -1%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$4.45M -$504K -5,347 -11%
Canada Life
73
Canada Life
Manitoba, Canada
$4.18M -$224K -2,383 -5%
Capital Fund Management (CFM)
74
Capital Fund Management (CFM)
France
$3.88M +$5.93K +63 +0.2%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.88M -$40.1K -426 -1%