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Advanced Energy

164 hedge funds and large institutions have $921M invested in Advanced Energy in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $639K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $699M → $921M (+$222M)

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

2% less funds holding

Funds holding: 167164 (-3)

Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
64
Reduced
49
Closed
25
Calls
$2.42M
Puts
$639K
Net Calls
+$1.78M
Net Calls Change
+$503K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Deere & Company
Illinois
$649K
SCM
102
Shelton Capital Management
Colorado
$635K
ASRS
103
Arizona State Retirement System
Arizona
$625K +$6.12K +300 +1%
Bank of America
104
Bank of America
North Carolina
$617K +$256K +12,562 +93%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$602K +$518K +25,390 New
VIA
106
Vident Investment Advisory
Georgia
$597K +$514K +25,201 New
VanEck Associates
107
VanEck Associates
New York
$543K +$44.4K +2,177 +11%
Two Sigma Investments
108
Two Sigma Investments
New York
$538K +$463K +22,719 New
LA
109
Lucus Advisors
New York
$526K +$452K +22,196 New
CCMH
110
Cornerstone Capital Management Holdings
New York
$517K +$444K +21,800 New
TC
111
TFS Capital
Pennsylvania
$479K -$3.47M -170,206 -89%
ZCM
112
Zebra Capital Management
Connecticut
$479K +$412K +20,213 New
Barclays
113
Barclays
United Kingdom
$458K +$259K +12,714 +176%
RJA
114
Raymond James & Associates
Florida
$453K +$146K +7,187 +60%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$427K +$14.3K +700 +4%
Citadel Advisors
116
Citadel Advisors
Florida
$426K -$279K -13,684 -43%
CAM
117
Capstone Asset Management
Texas
$386K -$153K -7,510 -32%
PCM
118
Piermont Capital Management
Missouri
$386K
AL
119
Airain Ltd
Guernsey
$371K -$74.2K -3,638 -19%
JG
120
Jefferies Group
New York
$366K +$314K +15,424 New
OA
121
Oak Associates
Ohio
$364K
MAA
122
Managed Account Advisors
New Jersey
$356K -$37.4K -1,835 -11%
UBS AM
123
UBS AM
Illinois
$351K
PPCM
124
Pillar Pacific Capital Management
California
$344K
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$336K +$13.5K +663 +5%