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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
BF
176
BOK Financial
Oklahoma
$508K +$1.74K +17 +0.4%
COI
177
Connable Office Inc
Michigan
$506K +$72.5K +708 +18%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$492K -$99.4K -971 -18%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$484K -$40.2K -393 -8%
VPIM
180
Vanguard Personalized Indexing Management
California
$463K +$31.9K +312 +8%
VA
181
Vident Advisory
Georgia
$447K +$52.1K +509 +14%
SG Americas Securities
182
SG Americas Securities
New York
$436K -$324K -3,161 -44%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$433K -$38K -371 -9%
PAS
184
Park Avenue Securities
New York
$430K +$37.9K +370 +10%
FCH
185
Freestone Capital Holdings
Washington
$430K -$36K -352 -8%
AG
186
Algert Global
California
$409K -$102K -999 -21%
AIP
187
Ameritas Investment Partners
Nebraska
$408K
AQR Capital Management
188
AQR Capital Management
Connecticut
$397K +$57.9K +566 +18%
Mariner
189
Mariner
Kansas
$397K +$3.99K +39 +1%
IIC
190
Integrated Investment Consultants
Michigan
$390K
Osaic Holdings
191
Osaic Holdings
Arizona
$374K +$67.3K +657 +24%
EI
192
Ethic Inc
New York
$365K -$57.8K -565 -14%
FTDI
193
First Trust Direct Indexing
Massachusetts
$362K +$16.5K +161 +5%
II
194
Inspire Investing
Idaho
$351K -$29.2K -285 -8%
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
$343K +$20.7K +202 +7%
OQS
196
Occudo Quantitative Strategies
Florida
$342K -$496K -4,842 -61%
CIM
197
CIM Investment Management
Pennsylvania
$331K -$74K -723 -19%
CWAG
198
Compton Wealth Advisory Group
Virginia
$318K
BWM
199
Baron Wealth Management
Michigan
$313K +$307 +3 +0.1%
Cerity Partners
200
Cerity Partners
New York
$309K +$717 +7 +0.2%