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Advanced Energy

249 hedge funds and large institutions have $1.6B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
75
Reduced
90
Closed
52
Calls
$2.03M
Puts
$3.25M
Net Calls
-$1.22M
Net Calls Change
+$1.83M
Name Market Value Shares Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$15K 341 +280 +459%
NIT
202
NumerixS Investment Technologies
British Columbia, Canada
$13K 300 -100 -25%
FCMT
203
Founders Capital Management (Texas)
Texas
$13K 300
VCM
204
Versant Capital Management
Arizona
$12K 291
WCM
205
WealthBridge Capital Management
Ohio
$11K 250 +250 New
FHA
206
First Horizon Advisors
Tennessee
$10K 268
PCM
207
Prelude Capital Management
New York
$10K 242 +8 +3%
JA
208
JOYN Advisors
Georgia
$10K 242 +88 +57%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$9K 219 +41 +23%
QCG
210
Quadrant Capital Group
Ohio
$9K 331 +57 +21%
PAMU
211
Pictet Asset Management (UK)
United Kingdom
$8.77K 204,314 -85,801 -30%
Bessemer Group
212
Bessemer Group
New Jersey
$7K 168 +168 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$6K 144
AQA
214
Alpha Quant Advisors
Texas
$6K 140 +140 New
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$5K 127
AC
216
Avestar Capital
New York
$5K 123
MNBTD
217
Moody National Bank Trust Division
Texas
$5K 128 +128 New
LJHT
218
Laurie J. Hall Trustee
$4K 90 -20 -18%
LNB
219
Ledyard National Bank
$4K 100
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$4K 84
FGC
221
Financial Gravity Companies
Texas
$4K 70 +70 New
HNB
222
Huntington National Bank
Ohio
$4K 92 +92 New
CAM
223
Cresset Asset Management
Illinois
$4K 95 +95 New
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$3K 73 -2,545 -97%
CFA
225
Carroll Financial Associates
North Carolina
$3K 82