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Advanced Energy

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
201
Algert Global
California
$376K +$376K +3,650 New
KI
202
Kapitalo Investimentos
Brazil
$375K +$375K +3,634 New
NYLIM
203
New York Life Investment Management
New York
$374K -$59.6K -578 -14%
Mariner
204
Mariner
Kansas
$374K +$54.1K +525 +17%
VPIM
205
Vanguard Personalized Indexing Management
California
$372K +$4.74K +46 +1%
AQR Capital Management
206
AQR Capital Management
Connecticut
$360K -$57.6K -559 -14%
EI
207
Ethic Inc
New York
$358K +$133K +1,289 +59%
PAS
208
Park Avenue Securities
New York
$358K +$358K +3,469 New
Allspring Global Investments
209
Allspring Global Investments
North Carolina
$339K -$41.8K -405 -11%
SG Americas Securities
210
SG Americas Securities
New York
$339K +$339K +3,292 New
FA
211
FDx Advisors
Illinois
$318K -$227K -2,206 -42%
II
212
Inspire Investing
Idaho
$306K +$15.8K +153 +5%
CGH
213
Crossmark Global Holdings
Texas
$305K -$1.22K -12 -0.4%
VA
214
Vident Advisory
Georgia
$305K +$305K +2,956 New
CWAG
215
Compton Wealth Advisory Group
Virginia
$302K
FTDI
216
First Trust Direct Indexing
Massachusetts
$299K +$18.7K +181 +7%
BWM
217
Baron Wealth Management
Michigan
$297K
VI
218
Vestcor Inc
New Brunswick, Canada
$289K +$289K +2,805 New
SCA
219
Snowden Capital Advisors
New York
$288K -$14K -136 -5%
BC
220
Bridgefront Capital
Texas
$276K +$276K +2,678 New
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$276K -$63.4K -615 -19%
NA
222
NewEdge Advisors
Louisiana
$265K +$265K +2,565 New
SAM
223
Shell Asset Management
Netherlands
$263K -$4.13K -40 -2%
IFS
224
Ifrah Financial Services
Arkansas
$259K -$6.91K -67 -3%
PSC
225
Portman Square Capital
United Kingdom
$247K +$247K +2,394 New