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Advanced Energy

305 hedge funds and large institutions have $4.33B invested in Advanced Energy in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $4B → $4.33B (+$327M)

1.19% more ownership

Funds ownership: 105.2%106.39% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 311305 (-6)

62% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $11.7M

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
115
Reduced
110
Closed
46
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
126
Verition Fund Management
Connecticut
$1.17M +$876K +8,561 +388%
Stifel Financial
127
Stifel Financial
Missouri
$1.16M +$204K +1,994 +23%
ASRS
128
Arizona State Retirement System
Arizona
$1.14M +$20.8K +203 +2%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$1.12M -$666K -6,503 -39%
GAA
130
Green Alpha Advisors
Colorado
$1.05M -$94.8K -926 -9%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.04M -$48.3K -472 -5%
NP
132
NorthRock Partners
Minnesota
$1.03M -$60.1K -587 -6%
NAM
133
NorthCrest Asset Manangement
Minnesota
$1.02M
PI
134
PEAK6 Investments
Illinois
$1M +$945K +9,235 New
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$992K -$92.1K -900 -9%
PP
136
PDT Partners
New York
$919K +$865K +8,454 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$918K +$34.3K +335 +4%
QCM
138
QRG Capital Management
Illinois
$899K +$31.1K +304 +4%
TPI
139
Trust Point Inc
Wisconsin
$878K +$8.6K +84 +1%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$877K +$1.74K +17 +0.2%
UM
141
UniSuper Management
Australia
$871K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$870K +$37.8K +369 +5%
CAM
143
ClariVest Asset Management
California
$844K -$1.95K -19 -0.2%
BBVA
144
Banco Bilbao Vizcaya Argentaria
Spain
$841K
Vontobel Holding
145
Vontobel Holding
Switzerland
$840K -$7.88K -77 -1%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$839K +$82.1K +802 +12%
GT
147
Glenmede Trust
Pennsylvania
$821K +$293K +2,863 +61%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$798K -$2.19M -21,439 -75%
AAM
149
Azzad Asset Management
Virginia
$796K +$12.7K +124 +2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$794K -$55.4K -541 -7%