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Advanced Energy

223 hedge funds and large institutions have $2.21B invested in Advanced Energy in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-18
Holders Change %
-7.47%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
67
Reduced
82
Closed
40
Calls
$2.68M
Puts
$2.42M
Net Calls
+$263K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
201
First Personal Financial Services
North Carolina
$3K
TWA
202
TCI Wealth Advisors
Arizona
$3K
HGWM
203
Harvest Group Wealth Management
Massachusetts
$3K
HAM
204
Highstreet Asset Management
Ontario, Canada
$3K
SPIA
205
Steward Partners Investment Advisory
New York
$3K +$3K +58 New
FCH
206
Freestone Capital Holdings
Washington
$2.44K -$9.93K -176,394 -80%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$2K
PA
208
Parallel Advisors
California
$2K
TL
209
TrueWealth LLC
Georgia
$2K
PCP
210
Proficio Capital Partners
Massachusetts
$2K +$2K +41 New
FGAM
211
Financial Gravity Asset Management
Texas
$1K -$542 -13 -35%
WT
212
Whittier Trust
California
$1K
TCA
213
Tortoise Capital Advisors
Kansas
$1K
AF
214
Allworth Financial
California
$1K
TIM
215
Tortoise Investment Management
New York
$1K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$1K +$654 +17 +189%
PHK
217
Point72 Hong Kong
Hong Kong
$1K +$1K +18 New
TFO
218
Tarbox Family Office
California
$1K +$1K +22 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$394 +$394 +7 New
GT
220
Glenmede Trust
Pennsylvania
$8 -$1 -19 -11%
LSV Asset Management
221
LSV Asset Management
Illinois
-$15.1M -304,100 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
-$7.2M -144,962 Closed
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
-$5.54M -99,300 Closed
HAM
224
Harber Asset Management
North Carolina
-$4.76M -95,800 Closed
Hotchkis & Wiley Capital Management
225
Hotchkis & Wiley Capital Management
California
-$4.34M -87,361 Closed