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Advanced Energy

289 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

55% more capital invested

Capital invested by funds: $2.35B → $3.64B (+$1.29B)

12% more funds holding

Funds holding: 258289 (+31)

5% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $5.15M

0.17% more ownership

Funds ownership: 97.42%97.6% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
ClariVest Asset Management
California
$1.3M -$384K -4,511 -25%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$1.26M +$2.3K +27 +0.2%
RG
128
Renaissance Group
Kentucky
$1.26M -$3.15K -37 -0.3%
HIM
129
Hillsdale Investment Management
Ontario, Canada
$1.16M
GC
130
Globeflex Capital
California
$1.13M +$990K +11,635 New
HF
131
HRT Financial
New York
$1.1M -$99.3K -1,167 -9%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$1.08M +$46.1K +542 +5%
ASRS
133
Arizona State Retirement System
Arizona
$1.08M -$36.7K -431 -4%
SSWM
134
Sheets Smith Wealth Management
North Carolina
$1.07M +$369K +4,331 +64%
JCIA
135
Jackson Creek Investment Advisors
Colorado
$1.04M -$1.62K -19 -0.2%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M -$65.8K -773 -7%
Two Sigma Advisers
137
Two Sigma Advisers
New York
$999K -$664K -7,800 -43%
SSIM
138
Sheets Smith Investment Management
Texas
$965K +$847K +9,956 New
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$963K
BUB
140
BBVA USA Bancshares
Texas
$960K -$106K -1,244 -11%
TCA
141
Transcend Capital Advisors
New Jersey
$960K +$843K +9,900 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$948K -$10.6K -125 -1%
PPCM
143
Pillar Pacific Capital Management
California
$941K
OAM
144
Origin Asset Management
United Kingdom
$898K +$115K +1,346 +17%
ProShare Advisors
145
ProShare Advisors
Maryland
$887K +$323K +3,799 +71%
GC
146
Guggenheim Capital
Illinois
$861K +$103K +1,214 +16%
FIM
147
Freedom Investment Management
Connecticut
$825K +$178K +2,087 +33%
HIS
148
Horizon Investment Services
Indiana
$805K +$707K +8,302 New
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$803K -$125K -1,474 -15%
Voloridge Investment Management
150
Voloridge Investment Management
Florida
$788K +$691K +8,124 New