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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
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$776K +$41K +400 +6%
PWS
152
Peterson Wealth Services
Utah
$769K +$84.3K +823 +13%
SSWM
153
Sheets Smith Wealth Management
North Carolina
$759K
Corient Private Wealth
154
Corient Private Wealth
Florida
$732K -$18.2K -178 -3%
Squarepoint
155
Squarepoint
New York
$688K +$648K +6,328 New
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$686K +$91.1K +890 +16%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$680K +$21.7K +212 +4%
US Bancorp
158
US Bancorp
Minnesota
$669K +$185K +1,810 +42%
DCM
159
Dean Capital Management
Kansas
$643K +$605K +5,913 New
LCM
160
Legato Capital Management
California
$643K +$605K +5,913 New
BCI
161
Brinker Capital Investments
Pennsylvania
$643K +$80K +781 +15%
OPS
162
Orion Portfolio Solutions
Nebraska
$643K +$80K +781 +15%
HighTower Advisors
163
HighTower Advisors
Illinois
$642K +$25.3K +247 +4%
ProShare Advisors
164
ProShare Advisors
Maryland
$630K -$183K -1,789 -24%
Amundi
165
Amundi
France
$623K +$597K +5,827 New
FNBOO
166
First National Bank of Omaha
Nebraska
$621K +$69.2K +676 +13%
MML Investors Services
167
MML Investors Services
Massachusetts
$618K -$26.6K -260 -4%
SF
168
Synovus Financial
Georgia
$605K -$18.4K -180 -3%
KeyBank National Association
169
KeyBank National Association
Ohio
$596K +$18.3K +179 +3%
TRCT
170
Tower Research Capital (TRC)
New York
$544K +$483K +4,720 +1,662%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$530K -$17.9K -175 -3%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$520K
RR
173
Robotti Robert
$514K
P
174
Pitcairn
Pennsylvania
$511K +$30K +293 +7%
American Century Companies
175
American Century Companies
Missouri
$511K -$655K -6,395 -58%