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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
HSA
76
Hussman Strategic Advisors
Maryland
$3.65M -$876K -9,300 -20%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$3.63M -$122K -1,299 -3%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$3.59M -$986K -10,469 -22%
Federated Hermes
79
Federated Hermes
Pennsylvania
$3.42M +$74.4K +790 +2%
OAM
80
Oppenheimer Asset Management
New York
$3.39M +$95.9K +1,018 +3%
CS
81
Credit Suisse
Switzerland
$3.37M +$202K +2,141 +7%
TPSF
82
Texas Permanent School Fund
Texas
$3.34M +$841K +8,927 +36%
OA
83
Oak Associates
Ohio
$3.24M
Barclays
84
Barclays
United Kingdom
$3.2M +$1.37M +14,508 +80%
GC
85
Globeflex Capital
California
$2.96M +$656K +6,964 +30%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.95M +$1.89M +20,098 +202%
DIA
87
Dean Investment Associates
Ohio
$2.94M +$912K +9,683 +48%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.91M +$21.3K +226 +0.8%
CI
89
Cambiar Investors
Colorado
$2.87M -$15.4K -163 -0.6%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$2.85M -$5.75K -61 -0.2%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$2.84M +$1.57M +16,661 +135%
Prudential Financial
92
Prudential Financial
New Jersey
$2.82M -$5.18K -55 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.81M -$151K -1,606 -5%
Millennium Management
94
Millennium Management
New York
$2.69M -$44.5M -472,608 -95%
SOADOR
95
State of Alaska Department of Revenue
Alaska
$2.51M -$40.4K -429 -2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.49M
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$2.35M +$987K +10,481 +78%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$2.33M +$1.52M +16,116 +211%
LPL Financial
99
LPL Financial
California
$2.32M -$140K -1,482 -6%
JFG
100
Jefferies Financial Group
New York
$2.26M +$2.17M +23,040 New