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Advanced Energy

277 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-21
Holders Change %
-7.05%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
110
Reduced
97
Closed
53
Calls
$20.1M
Puts
$5.91M
Net Calls
+$14.2M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$252K +$31.9K +283 +15%
DJYG
202
David J. Yvars Group
Florida
$249K
Lazard Asset Management
203
Lazard Asset Management
New York
$247K -$4.5K -40 -2%
SFI
204
Susquehanna Fundamental Investments
Pennsylvania
$245K -$451K -4,000 -65%
V
205
Veritable
Delaware
$243K -$34.7K -308 -12%
Two Sigma Advisers
206
Two Sigma Advisers
New York
$237K -$395K -3,500 -63%
X
207
Xponance
Pennsylvania
$237K +$237K +2,107 New
CIP
208
Cornerstone Investment Partners
Georgia
$234K
Truist Financial
209
Truist Financial
North Carolina
$220K -$27.7K -246 -11%
ACS
210
Archford Capital Strategies
Illinois
$219K +$219K +1,939 New
ACI
211
AMP Capital Investors
Australia
$218K
Baird Financial Group
212
Baird Financial Group
Wisconsin
$212K -$137K -1,214 -39%
PHK
213
Point72 Hong Kong
Hong Kong
$199K +$127K +1,126 +176%
SPIA
214
Steward Partners Investment Advisory
New York
$192K +$129K +1,143 +205%
Credit Agricole
215
Credit Agricole
France
$154K
FBT
216
First Bank & Trust
South Dakota
$153K +$44.2K +391 +41%
Macquarie Group
217
Macquarie Group
Australia
$147K
TRCT
218
Tower Research Capital (TRC)
New York
$125K -$483K -4,281 -79%
IFAM
219
Institutional & Family Asset Management
Colorado
$124K
IA
220
IFP Advisors
Florida
$112K +$4.73K +42 +4%
Ohio Public Employees Retirement System (OPERS)
221
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K -$112 -1 -0.1%
SWA
222
Sutton Wealth Advisors
Florida
$101K
CFD
223
Creative Financial Designs
Indiana
$99K
ETC
224
Exchange Traded Concepts
Oklahoma
$99K +$16.4K +146 +20%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$90K +$43.5K +385 +94%