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Advanced Energy

158 hedge funds and large institutions have $813M invested in Advanced Energy in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $849K

31% more capital invested

Capital invested by funds: $620M → $813M (+$193M)

1% more funds holding

Funds holding: 156158 (+2)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
28
Increased
54
Reduced
65
Closed
26
Calls
$1.64M
Puts
$849K
Net Calls
+$786K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$76M -$9.28M -433,080 -12%
RA
2
Royce & Associates
New York
$60.4M +$3.72M +173,400 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59M -$2.31M -108,019 -4%
FCM
4
Frontier Capital Management
Massachusetts
$57M +$23.5M +1,098,845 +79%
BFA
5
BlackRock Fund Advisors
California
$46.8M +$837K +39,063 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$39.5M -$68.1K -3,178 -0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$38.4M +$21.4M +998,195 +146%
BIT
8
BlackRock Institutional Trust
California
$27.6M -$5M -233,116 -16%
BA
9
BlackRock Advisors
Delaware
$20.8M +$5.93M +276,567 +44%
JP Morgan Chase
10
JP Morgan Chase
New York
$20.7M +$1.1M +51,386 +6%
KG
11
Killen Group
Pennsylvania
$19.9M +$739K +34,500 +4%
Northern Trust
12
Northern Trust
Illinois
$18.7M +$331K +15,426 +2%
State Street
13
State Street
Massachusetts
$17.6M -$1.26M -58,837 -7%
GC
14
Guggenheim Capital
Illinois
$13.2M +$2.15M +100,257 +21%
QAM
15
Quentec Asset Management
New York
$11.9M +$6.39M +298,000 +133%
TA
16
Teachers Advisors
New York
$10.9M +$6.05M +282,358 +147%
Allianz Asset Management
17
Allianz Asset Management
Germany
$10.5M +$2.96M +138,115 +43%
RR
18
Robotti Robert
$10.4M -$540K -25,180 -5%
Federated Hermes
19
Federated Hermes
Pennsylvania
$9.63M +$2.07M +96,615 +30%
IMOV
20
Investment Management of Virginia
Virginia
$9.52M +$479K +22,375 +6%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$9.27M -$2.53M -117,893 -23%
Invesco
22
Invesco
Georgia
$8.85M -$1,000K -46,652 -11%
SGCIA
23
Smith Graham & Co Investment Advisors
Texas
$8.31M -$19.9K -930 -0.3%
Norges Bank
24
Norges Bank
Norway
$7.83M
First Trust Advisors
25
First Trust Advisors
Illinois
$7M +$248K +11,592 +4%