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Advanced Energy

315 hedge funds and large institutions have $4.18B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.1% less ownership

Funds ownership: 106.47%105.37% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

66% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $15M

Holders
315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.13M
Puts
$15M
Net Calls
Net Calls Change

Top Buyers

1 +$23.6M
2 +$17M
3 +$14.7M
4
Goldman Sachs
Goldman Sachs
New York
+$14M
5
Norges Bank
Norges Bank
Norway
+$13.3M

Top Sellers

1 -$103M
2 -$12.2M
3 -$12.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$10.5M
5
GLA
Great Lakes Advisors
Illinois
-$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$489K
177
$481K
178
$473K
179
$469K
180
$462K
181
$451K
182
$441K
183
$436K
184
$416K
185
$411K
186
$410K
187
$409K
188
$400K
189
$399K
190
$381K
191
$380K
192
$377K
193
$372K
194
$356K
195
$350K
196
$346K
197
$344K
198
$332K
199
$324K
200
$320K