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Advanced Energy

325 hedge funds and large institutions have $2.53B invested in Advanced Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

4% more funds holding

Funds holding: 312325 (+13)

1% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 115

0.85% less ownership

Funds ownership: 95.32%94.47% (-0.85%)

18% less capital invested

Capital invested by funds: $3.07B → $2.53B (-$546M)

79% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $54.6M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
325
Holders Change
+13
Holders Change %
+4.17%
% of All Funds
7.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
116
Reduced
115
Closed
36
Calls
$11.3M
Puts
$54.6M
Net Calls
-$43.3M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oxford Asset Management
United Kingdom
$2.94M +$603K +7,485 +21%
Ninety One (UK)
102
Ninety One (UK)
United Kingdom
$2.62M +$1.3M +16,147 +71%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$2.62M +$2.6M +32,325 +501%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$2.57M -$4.65M -57,769 -60%
QT
105
Quantbot Technologies
New York
$2.56M +$2.14M +26,621 +234%
LCM
106
Laurion Capital Management
New York
$2.55M +$446K +5,534 +17%
DIA
107
Dana Investment Advisors
Wisconsin
$2.31M +$220K +2,734 +9%
SEI Investments
108
SEI Investments
Pennsylvania
$2.31M +$1.17M +14,564 +74%
CSS
109
Cubist Systematic Strategies
Connecticut
$2.31M +$2.45M +30,399 +805%
MOACM
110
Mutual of America Capital Management
New York
$2.3M +$809K +10,046 +42%
Barclays
111
Barclays
United Kingdom
$2.28M -$888K -11,025 -25%
USAA
112
United Services Automobile Association
Texas
$2.24M -$296K -3,674 -10%
GAM
113
Gotham Asset Management
New York
$2.21M -$6.79M -84,348 -72%
VRS
114
Virginia Retirement Systems
Virginia
$2.2M +$564K +7,000 +27%
SIM
115
Spark Investment Management
New York
$2.19M
TCM
116
Timpani Capital Management
Wisconsin
$2.17M -$181K -2,252 -7%
AIG
117
American International Group
New York
$2.13M +$7.41K +92 +0.3%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.12M -$311K -3,867 -11%
Acadian Asset Management
119
Acadian Asset Management
Massachusetts
$2.12M -$10.3M -127,831 -80%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$2.05M -$456K -5,664 -16%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.03M +$12.6K +157 +0.5%
HIS
122
Horizon Investment Services
Indiana
$2.02M -$83.7K -1,039 -3%
SCM
123
Sterling Capital Management
North Carolina
$2M +$471K +5,841 +25%
ZIM
124
ZPR Investment Management
Florida
$1.99M +$1.57M +19,498 +196%
GC
125
Globeflex Capital
California
$1.97M -$64.4K -800 -3%