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Advanced Energy

174 hedge funds and large institutions have $1.1B invested in Advanced Energy in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

14% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $1M

4% more funds holding

Funds holding: 168174 (+6)

4% more capital invested

Capital invested by funds: $1.05B → $1.1B (+$44M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
62
Reduced
67
Closed
19
Calls
$1.15M
Puts
$1M
Net Calls
+$141K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$113M -$691K -24,272 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.9M +$3.23M +113,510 +4%
BFA
3
BlackRock Fund Advisors
California
$72.1M +$4.77M +167,543 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$60.7M +$4M +140,394 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$59.9M -$6.35M -222,760 -10%
PIMC
6
Praesidium Investment Management Company
New York
$58.7M +$3.08M +107,990 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48.7M -$5.92M -208,000 -11%
RA
8
Royce & Associates
New York
$40.5M -$4.83M -169,700 -11%
Bank of America
9
Bank of America
North Carolina
$30.8M +$5.94M +208,494 +24%
BIT
10
BlackRock Institutional Trust
California
$28.9M +$92.5K +3,247 +0.3%
Northern Trust
11
Northern Trust
Illinois
$23.9M -$459K -16,124 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$23.1M -$288K -10,100 -1%
State Street
13
State Street
Massachusetts
$22.4M +$849K +29,803 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.6M +$3.82M +134,156 +21%
Prudential Financial
15
Prudential Financial
New Jersey
$20.4M -$3.12M -109,361 -13%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$15.9M -$2.77M -97,282 -15%
GAM
17
Gotham Asset Management
New York
$14M -$292K -10,266 -2%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$13.6M +$188K +6,600 +1%
Renaissance Technologies
19
Renaissance Technologies
New York
$11.6M +$6.92M +243,000 +144%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$10.8M -$188K -6,616 -2%
TA
21
Teachers Advisors
New York
$10.8M +$1.47M +51,780 +16%
Invesco
22
Invesco
Georgia
$10.7M -$1.13M -39,501 -9%
NI
23
Numeric Investors
Massachusetts
$10.6M +$354K +12,419 +3%
Norges Bank
24
Norges Bank
Norway
$10.3M
KG
25
Killen Group
Pennsylvania
$9.63M -$926K -32,525 -9%