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Advanced Energy

301 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

5% more funds holding

Funds holding: 286301 (+15)

0.5% less ownership

Funds ownership: 94.67%94.17% (-0.5%)

6% less capital invested

Capital invested by funds: $2.58B → $2.42B (-$158M)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

48% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $15.4M

Holders
301
Holders Change
+15
Holders Change %
+5.24%
% of All Funds
7.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
100
Reduced
118
Closed
31
Calls
$8.09M
Puts
$15.4M
Net Calls
-$7.35M
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Artemis Investment Management
United Kingdom
$4.33M -$15.6M -212,916 -76%
Swiss National Bank
77
Swiss National Bank
Switzerland
$4.29M +$80.4K +1,100 +2%
Capital Fund Management (CFM)
78
Capital Fund Management (CFM)
France
$4.01M +$4.54M +62,056 New
Canada Life
79
Canada Life
Manitoba, Canada
$3.78M +$157K +2,152 +4%
HI
80
HBK Investments
Texas
$3.65M +$4.12M +56,400 New
SGAM
81
Smith Group Asset Management
Texas
$3.58M -$990K -13,548 -20%
OAM
82
Oppenheimer Asset Management
New York
$3.56M +$237K +3,243 +6%
OAM
83
Oxford Asset Management
United Kingdom
$3.35M +$1.01M +13,777 +36%
SIM
84
Spark Investment Management
New York
$3.33M
GIPM
85
G2 Investment Partners Management
New York
$3.3M -$2.87M -39,288 -43%
MCM
86
McKinley Capital Management
Alaska
$3.29M +$595K +8,140 +19%
PI
87
Putnam Investments
Massachusetts
$3.29M -$4.21M -57,535 -53%
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.21M +$2.08M +28,400 +134%
Comerica Bank
89
Comerica Bank
Texas
$3.14M -$171K -2,336 -5%
GC
90
Guggenheim Capital
Illinois
$3.11M -$333K -4,553 -9%
Axa
91
Axa
France
$2.92M
Citigroup
92
Citigroup
New York
$2.85M +$514K +7,034 +19%
LCM
93
Laurion Capital Management
New York
$2.8M +$3.17M +43,327 New
JIR
94
James Investment Research
Ohio
$2.76M +$3.12M +42,695 New
AP
95
AHL Partners
United Kingdom
$2.75M -$2.2M -30,109 -42%
TCM
96
Timpani Capital Management
Wisconsin
$2.74M -$1.7M -23,264 -35%
NFA
97
Nationwide Fund Advisors
Ohio
$2.73M -$1.48M -20,236 -32%
CS
98
Credit Suisse
Switzerland
$2.67M -$4.8M -65,734 -61%
USAA
99
United Services Automobile Association
Texas
$2.62M +$2.09M +28,600 +242%
MAM
100
Martingale Asset Management
Massachusetts
$2.6M -$2.87M -39,206 -49%