We are live on ! Find out more
AEIS icon

Advanced Energy

305 hedge funds and large institutions have $4.33B invested in Advanced Energy in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $4B → $4.33B (+$327M)

1.19% more ownership

Funds ownership: 105.2%106.39% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 311305 (-6)

62% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $11.7M

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
115
Reduced
110
Closed
46
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
201
Walleye Capital
New York
$308K +$290K +2,832 New
JF
202
Jump Financial
Illinois
$307K -$974K -9,510 -77%
VI
203
Vestcor Inc
New Brunswick, Canada
$305K
SO
204
STRS Ohio
Ohio
$305K +$71.7K +700 +33%
QCG
205
Quadrant Capital Group
Ohio
$304K +$48K +469 +20%
QCM
206
Quantinno Capital Management
New York
$286K +$269K +2,632 New
IFS
207
Ifrah Financial Services
Arkansas
$280K -$614 -6 -0.2%
CGH
208
Crossmark Global Holdings
Texas
$274K -$31.2K -305 -11%
CB
209
Commerce Bank
Missouri
$270K +$254K +2,482 New
X
210
Xponance
Pennsylvania
$258K +$8.8K +86 +4%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$258K
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$257K +$26.7K +261 +12%
CA
213
Clearstead Advisors
Ohio
$241K +$227K +2,218 New
Truist Financial
214
Truist Financial
North Carolina
$241K -$23.1K -226 -9%
DJYG
215
David J. Yvars Group
Florida
$240K +$10.2K +100 +5%
CG
216
Caprock Group
Idaho
$235K +$221K +2,162 New
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$224K -$10.2K -100 -5%
SA
218
Sanctuary Advisors
Indiana
$221K +$236K +2,301 New
ECM
219
Evergreen Capital Management
Washington
$220K +$207K +2,021 New
SCA
220
Snowden Capital Advisors
New York
$218K -$22.8K -223 -10%
Lazard Asset Management
221
Lazard Asset Management
New York
$212K +$22.8K +223 +13%
P
222
&Partners
Tennessee
$208K +$196K +1,914 New
PA
223
Profund Advisors
Maryland
$208K -$19.3K -189 -9%
SPIA
224
Steward Partners Investment Advisory
New York
$206K -$58.3K -569 -23%
HWMA
225
Heritage Wealth Management (Arizona)
Arizona
$205K -$24.9K -243 -11%