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Advanced Energy

174 hedge funds and large institutions have $1.1B invested in Advanced Energy in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

14% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $1M

4% more funds holding

Funds holding: 168174 (+6)

4% more capital invested

Capital invested by funds: $1.05B → $1.1B (+$44M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
62
Reduced
67
Closed
19
Calls
$1.15M
Puts
$1M
Net Calls
+$141K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$179K +$116K +4,070 +179%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$169K +$117K +4,110 +221%
PI
153
PineBridge Investments
New York
$156K +$17.6K +618 +13%
US Bancorp
154
US Bancorp
Minnesota
$112K +$1.62K +57 +1%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$100K -$34.2K -1,201 -25%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$91K +$84.9K +2,979 +1,150%
Canada Life
157
Canada Life
Manitoba, Canada
$70K
Federated Hermes
158
Federated Hermes
Pennsylvania
$69K -$177K -6,224 -72%
BlackRock
159
BlackRock
New York
$67K +$39.4K +1,382 +138%
MOACM
160
Mutual of America Capital Management
New York
$54K +$7.12K +250 +15%
VCM
161
Versant Capital Management
Arizona
$43K +$43.6K +1,532 New
LIA
162
LS Investment Advisors
Michigan
$37K
HA
163
Harfst & Associates
Wyoming
$19K +$19.6K +688 New
TRCT
164
Tower Research Capital (TRC)
New York
$18K +$17.9K +629 New
Creative Planning
165
Creative Planning
Kansas
$11K +$11.4K +400 New
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$9K +$9.4K +330 New
MWP
167
MYCIO Wealth Partners
Pennsylvania
$7K
S
168
SignatureFD
Georgia
$6K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$6K +$57 +2 +1%
LNB
170
Ledyard National Bank
$3K +$2.85K +100 New
GAM
171
Gemmer Asset Management
California
$2K
IA
172
IFP Advisors
Florida
$2K +$2.14K +75 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$747 +$6.87K +241 +0.9%
FMA
174
Fiduciary Management Associates
Illinois
-$16.5M -628,210 Closed
FIM
175
Foresters Investment Management
New York
-$3.84M -146,000 Closed