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Advanced Energy

228 hedge funds and large institutions have $2.22B invested in Advanced Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

2% more funds holding

Funds holding: 223228 (+5)

1% more capital invested

Capital invested by funds: $2.21B → $2.22B (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $2.44M

5% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 73

1.7% less ownership

Funds ownership: 102.96%101.26% (-1.7%)

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
69
Reduced
73
Closed
28
Calls
$2.43M
Puts
$2.44M
Net Calls
-$11K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
201
First Bank & Trust
South Dakota
$7K
LJHT
202
Laurie J. Hall Trustee
$5K
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$5K
CG
204
Cutler Group
California
$5K +$5.4K +100 New
CFA
205
Carroll Financial Associates
North Carolina
$4K
GAM
206
Gemmer Asset Management
California
$4K
HGWM
207
Harvest Group Wealth Management
Massachusetts
$4K
BCA
208
Berman Capital Advisors
Georgia
$3K
SPIA
209
Steward Partners Investment Advisory
New York
$3K
TWA
210
TCI Wealth Advisors
Arizona
$3K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2K
PA
212
Parallel Advisors
California
$2K
TL
213
TrueWealth LLC
Georgia
$2K
SFS
214
Sowell Financial Services
Arkansas
$2K +$2.16K +40 New
FCH
215
Freestone Capital Holdings
Washington
$1.97K -$491K -9,094 -21%
GWAG
216
Garrett Wealth Advisory Group
Texas
$1.09K +$1.03K +19 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1K -$918 -17 -65%
AF
218
Allworth Financial
California
$1K
FGAM
219
Financial Gravity Asset Management
Texas
$1K
TFO
220
Tarbox Family Office
California
$1K
TCA
221
Tortoise Capital Advisors
Kansas
$1K
TIM
222
Tortoise Investment Management
New York
$1K
WT
223
Whittier Trust
California
$1K
PRC
224
Pearl River Capital
Michigan
$1K +$1.35K +25 New
GT
225
Glenmede Trust
Pennsylvania
$9 +$756 +14 +9%