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Advanced Energy
AEIS
AEIS
291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
86% more call options, than puts
Call options by funds: $8.4M | Put options by funds: $4.51M
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
15% more capital invested
Capital invested by funds: $3.67B → $4.21B (+$546M)
1% more funds holding
Funds holding: 287 → 291 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.08% less ownership
Funds ownership: 101.18% → 101.1% (-0.08%)
19% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 119
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.07M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.2M |
