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Advanced Energy

289 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

55% more capital invested

Capital invested by funds: $2.35B → $3.64B (+$1.29B)

12% more funds holding

Funds holding: 258289 (+31)

5% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $5.15M

0.17% more ownership

Funds ownership: 97.42%97.6% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$5.57M -$4.25K -50 -0.1%
Calamos Advisors
77
Calamos Advisors
Illinois
$5.51M +$4.84M +56,857 New
UBS Group
78
UBS Group
Switzerland
$5.05M +$2.54M +29,880 +135%
UBS AM
79
UBS AM
Illinois
$5.04M +$125K +1,473 +3%
Comerica Bank
80
Comerica Bank
Texas
$4.77M +$8.94K +105 +0.3%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$4.61M -$4.44M -52,189 -52%
MSL
82
Mackay Shields LLC
New York
$4.52M -$800K -9,400 -17%
Barclays
83
Barclays
United Kingdom
$4.5M -$45.8K -538 -1%
CTA
84
Carillon Tower Advisers
Florida
$4.3M +$3.77M +44,300 New
CS
85
Credit Suisse
Switzerland
$4.2M +$1.34M +15,740 +57%
Man Group
86
Man Group
United Kingdom
$3.7M +$856K +10,063 +36%
Canada Life
87
Canada Life
Manitoba, Canada
$3.63M -$462K -5,424 -13%
Vontobel Holding
88
Vontobel Holding
Switzerland
$3.45M +$2.53M +29,676 New
PP
89
PDT Partners
New York
$3.43M -$956K -11,233 -24%
IECM
90
Intrinsic Edge Capital Management
Illinois
$3.31M -$5.63M -66,203 -66%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
91
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.26M +$2.86M +33,600 New
TPSF
92
Texas Permanent School Fund
Texas
$2.98M -$432K -5,073 -14%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$2.94M +$33.6K +395 +1%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$2.89M -$518K -6,086 -17%
OAM
95
Oppenheimer Asset Management
New York
$2.88M -$45.2K -531 -2%
COPPSERS
96
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.88M -$8.17K -96 -0.3%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$2.83M -$117K -1,371 -4%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$2.79M -$366K -4,300 -13%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$2.75M +$1.48M +17,425 +159%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2.73M -$26.1K -307 -1%