We are live on ! Find out more
AEIS icon

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
ClearBridge Investments
51
ClearBridge Investments
New York
$10.5M -$225K -2,201 -2%
UBS AM
52
UBS AM
Illinois
$9.96M +$4.36M +42,554 +87%
PCM
53
Peregrine Capital Management
Minnesota
$9.35M +$114K +1,117 +1%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.96M +$607K +5,930 +8%
RA
55
Royce & Associates
New York
$8.28M -$1.95M -19,090 -20%
Deutsche Bank
56
Deutsche Bank
Germany
$8.01M -$324K -3,166 -4%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8M
DIA
58
Dana Investment Advisors
Wisconsin
$7.73M -$96.1K -939 -1%
SI
59
Scout Investments
Missouri
$7.71M -$691K -6,754 -9%
Citadel Advisors
60
Citadel Advisors
Florida
$7.39M -$2.95M -28,772 -30%
CWM
61
Compass Wealth Management
Connecticut
$7.27M +$189K +1,850 +3%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$7.18M -$30.7K -300 -0.5%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$7.16M -$1.34M -13,091 -17%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$7.1M -$984K -9,616 -13%
GLA
65
Great Lakes Advisors
Illinois
$6.87M +$6.47M +63,191 New
HA
66
Homestead Advisers
Virginia
$6.87M -$97.1K -948 -1%
Jane Street
67
Jane Street
New York
$6.33M -$194K -1,898 -3%
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$6.22M -$4.27M -41,747 -42%
Canada Life
69
Canada Life
Manitoba, Canada
$5.39M +$764K +7,461 +18%
AllianceBernstein
70
AllianceBernstein
Tennessee
$5.11M -$322K -3,146 -6%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$5.06M +$42.4K +414 +0.9%
ECM
72
ExodusPoint Capital Management
New York
$4.72M +$1.52M +14,830 +52%
Prudential Financial
73
Prudential Financial
New Jersey
$4.7M -$182K -1,775 -4%
MAP
74
Moody Aldrich Partners
Massachusetts
$4.51M +$2.24M +21,833 +111%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.31M +$4.4K +43 +0.1%