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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
AG
101
Aperio Group
California
$948K -$223K -4,586 -19%
LAM
102
Lingohr Asset Management
Germany
$945K -$43.7K -900 -4%
TA
103
Teton Advisors
New York
$914K +$350K +7,200 +64%
AQR Capital Management
104
AQR Capital Management
Connecticut
$893K -$786K -16,175 -47%
UCFA
105
United Capital Financial Advisors
Texas
$869K +$55.9K +1,150 +7%
MIM
106
MetLife Investment Management
New Jersey
$858K
Two Sigma Investments
107
Two Sigma Investments
New York
$831K -$2.97M -61,111 -79%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$800K +$102K +2,105 +15%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$788K +$11K +227 +1%
SG Americas Securities
110
SG Americas Securities
New York
$780K +$167K +3,430 +28%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$741K +$13.1K +269 +2%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$732K
Squarepoint
113
Squarepoint
New York
$731K -$1.19M -24,567 -63%
KBC Group
114
KBC Group
Belgium
$721K +$705K +14,509 New
RJFSA
115
Raymond James Financial Services Advisors
Florida
$712K +$255K +5,247 +58%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$710K -$7.78K -160 -1%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$651K -$4.18K -86 -0.7%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$651K
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$644K -$5.49K -113 -0.9%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$639K -$243 -5 -0%
SAM
121
Shell Asset Management
Netherlands
$636K
Holocene Advisors
122
Holocene Advisors
New York
$634K -$566K -11,649 -48%
1CM
123
1492 Capital Management
Wisconsin
$631K +$617K +12,693 New
GAM
124
Gotham Asset Management
New York
$624K -$2.79M -57,504 -82%
LPL Financial
125
LPL Financial
California
$620K +$104K +2,148 +21%