We are live on ! Find out more
AEIS icon

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
Renaissance Technologies
101
Renaissance Technologies
New York
$2.26M -$4.26M -45,200 -66%
TI
102
Trexquant Investment
Connecticut
$2.18M -$181K -1,919 -8%
YCM
103
Yousif Capital Management
Michigan
$2.16M -$259K -2,750 -11%
M&T Bank
104
M&T Bank
New York
$2.09M -$23.2K -246 -1%
KTA
105
Keeley-Teton Advisors
Illinois
$2.05M +$179K +1,900 +10%
AIG
106
American International Group
New York
$2.01M +$8.76K +93 +0.5%
MIM
107
MetLife Investment Management
New Jersey
$1.92M -$37.4K -397 -2%
Citadel Advisors
108
Citadel Advisors
Florida
$1.91M +$944K +10,018 +106%
Citigroup
109
Citigroup
New York
$1.88M -$491K -5,208 -21%
CAM
110
ClariVest Asset Management
California
$1.82M +$5.18K +55 +0.3%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$1.82M -$704K -7,478 -29%
Marshall Wace
112
Marshall Wace
United Kingdom
$1.71M +$147K +1,561 +10%
GAA
113
Green Alpha Advisors
Colorado
$1.71M -$23.8K -253 -1%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$1.71M -$37.7K -400 -2%
E
115
Ergoteles
New York
$1.7M +$1.14M +12,129 +231%
AB
116
Amalgamated Bank
New York
$1.69M -$107K -1,137 -6%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$1.65M +$56.2K +597 +4%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$1.61M +$843K +8,951 +119%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$1.6M +$21.6K +229 +1%
RJA
120
Raymond James & Associates
Florida
$1.53M -$1.13K -12 -0.1%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$1.48M -$36.8K -391 -3%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$1.43M +$43K +457 +3%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.34M +$80.1K +850 +7%
JF
124
Jump Financial
Illinois
$1.31M +$840K +8,917 +203%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$1.29M +$113K +1,196 +10%