We are live on ! Find out more
AEIS icon

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
NIP
76
Nicholas Investment Partners
California
$2.87M +$2.8M +57,701 New
EBIM
77
Eagle Boston Investment Management
Massachusetts
$2.53M -$932K -19,173 -27%
Capital Fund Management (CFM)
78
Capital Fund Management (CFM)
France
$2.46M -$2.33M -47,999 -49%
Comerica Bank
79
Comerica Bank
Texas
$2.04M +$27.3K +562 +2%
CS
80
Credit Suisse
Switzerland
$1.97M -$388K -7,986 -17%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$1.86M +$413K +8,500 +29%
Public Sector Pension Investment Board (PSP Investments)
82
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M +$53.5K +1,100 +3%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$1.56M +$3.06K +63 +0.2%
OAM
84
Oppenheimer Asset Management
New York
$1.51M -$131K -2,698 -8%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$1.5M +$57.6K +1,186 +4%
PI
86
PineBridge Investments
New York
$1.48M +$934K +19,216 +182%
UBS AM
87
UBS AM
Illinois
$1.48M +$3.26K +67 +0.2%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$1.46M +$112K +2,302 +8%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$1.46M
ERSOT
90
Employees Retirement System of Texas
Texas
$1.44M
AIG
91
American International Group
New York
$1.44M -$39.9K -821 -3%
Citigroup
92
Citigroup
New York
$1.34M +$723K +14,882 +123%
TPSF
93
Texas Permanent School Fund
Texas
$1.29M +$36.6K +753 +3%
Macquarie Group
94
Macquarie Group
Australia
$1.28M
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25M +$90.8K +1,868 +8%
OA
96
Oak Associates
Ohio
$1.14M +$659K +13,560 +143%
ZCM
97
Zebra Capital Management
Connecticut
$1M +$115K +2,360 +13%
HP
98
Harvey Partners
New York
$994K +$972K +20,000 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$982K -$16K -330 -2%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$960K +$28.7K +591 +3%