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Advanced Energy

258 hedge funds and large institutions have $2.35B invested in Advanced Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+24
Holders Change %
+10.26%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
80
Reduced
88
Closed
26
Calls
$2.57M
Puts
$5.9M
Net Calls
-$3.32M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
201
Prelude Capital Management
New York
$84K -$176K -2,786 -68%
IFAM
202
Institutional & Family Asset Management
Colorado
$75K -$42.1K -673 -36%
Lazard Asset Management
203
Lazard Asset Management
New York
$74K -$33K -526 -31%
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K -$4.69K -74 -7%
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$57K +$57K +905 New
SWA
206
Sutton Wealth Advisors
Florida
$56.3K
CFD
207
Creative Financial Designs
Indiana
$56K
WEC
208
Winslow Evans & Crocker
Massachusetts
$55K
IA
209
IFP Advisors
Florida
$53K
FBT
210
First Bank & Trust
South Dakota
$52K
RWA
211
Ropes Wealth Advisors
Massachusetts
$38K +$38K +600 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$35K
SPIA
213
Steward Partners Investment Advisory
New York
$35K
UFF
214
USA Financial Formulas
Michigan
$32K +$32K +512 New
PHK
215
Point72 Hong Kong
Hong Kong
$28K +$28K +440 New
NNP
216
Nachman Norwood & Parrott
South Carolina
$28K +$28K +445 New
QCG
217
Quadrant Capital Group
Ohio
$27K -$44.9K -705 -62%
FHA
218
First Horizon Advisors
Tennessee
$27K
GT
219
Glenmede Trust
Pennsylvania
$26K -$185 -3 -0.7%
GRP
220
Global Retirement Partners
California
$24K +$313 +5 +1%
JWM
221
Jeppson Wealth Management
California
$22K +$22K +350 New
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K +$18.9K +300 New
PCG
223
Private Capital Group
Connecticut
$18K -$503 -8 -3%
LJHT
224
Laurie J. Hall Trustee
$17K +$17K +270 New
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$13K +$3.22K +50 +33%