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Advanced Energy

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $4.53M

41% more capital invested

Capital invested by funds: $2.88B → $4.06B (+$1.18B)

11% more funds holding

Funds holding: 276306 (+30)

0.2% more ownership

Funds ownership: 99.65%99.85% (+0.2%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
E
176
Ergoteles
New York
$450K +$440K +5,245 New
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$448K -$63.7K -759 -13%
MML Investors Services
178
MML Investors Services
Massachusetts
$432K +$55.7K +663 +15%
LNB
179
Ledyard National Bank
$414K -$3.36K -40 -0.8%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$411K
BF
181
BOK Financial
Oklahoma
$410K
SSA
182
Schonfeld Strategic Advisors
New York
$408K +$131K +1,556 +49%
EGM
183
Engineers Gate Manager
New York
$408K +$399K +4,751 New
RR
184
Robotti Robert
$405K
FCH
185
Freestone Capital Holdings
Washington
$403K -$19.1K -228 -5%
CL
186
CIM LLC
New York
$395K -$10.2K -121 -3%
JF
187
Jump Financial
Illinois
$377K +$369K +4,400 New
Two Sigma Advisers
188
Two Sigma Advisers
New York
$369K +$361K +4,300 New
PAMS
189
Pictet Asset Management (Switzerland)
Switzerland
$368K +$142K +1,688 +65%
COI
190
Connable Office Inc
Michigan
$365K
P
191
Pitcairn
Pennsylvania
$358K +$12.3K +146 +4%
FA
192
FDx Advisors
Illinois
$358K +$33K +393 +10%
Man Group
193
Man Group
United Kingdom
$347K -$120K -1,430 -26%
IIC
194
Integrated Investment Consultants
Michigan
$330K -$14.8K -176 -4%
Allspring Global Investments
195
Allspring Global Investments
North Carolina
$327K -$5.96K -71 -2%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$320K +$91.8K +1,093 +42%
Two Sigma Investments
197
Two Sigma Investments
New York
$316K -$817K -9,730 -73%
CIM
198
CIM Investment Management
Pennsylvania
$312K
Fuller & Thaler Asset Management
199
Fuller & Thaler Asset Management
California
$304K -$38K -453 -11%
Mackenzie Financial
200
Mackenzie Financial
Ontario, Canada
$298K +$292K +3,478 New