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Advanced Energy

198 hedge funds and large institutions have $1.35B invested in Advanced Energy in 2016 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

118% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $827K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more capital invested

Capital invested by funds: $1.1B → $1.35B (+$254M)

14% more funds holding

Funds holding: 174198 (+24)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

Holders
198
Holders Change
+24
Holders Change %
+13.79%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
69
Reduced
65
Closed
19
Calls
$1.81M
Puts
$827K
Net Calls
+$979K
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$109M +$1.6M +54,569 +2%
Ameriprise
2
Ameriprise
Minnesota
$106M -$27.9M -953,029 -24%
BFA
3
BlackRock Fund Advisors
California
$87.1M -$1.48M -50,706 -2%
EARNEST Partners
4
EARNEST Partners
Georgia
$80.6M +$4.8M +164,232 +8%
PIMC
5
Praesidium Investment Management Company
New York
$68.9M -$2.89M -98,747 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.9M -$97.9K -3,346 -0.2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$55.6M -$15.3M -521,900 -25%
Bank of America
8
Bank of America
North Carolina
$48.5M +$8.83M +301,711 +28%
RA
9
Royce & Associates
New York
$40.4M -$8.05M -275,020 -19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$36.3M +$8.17M +279,344 +37%
BIT
11
BlackRock Institutional Trust
California
$36.2M +$538K +18,383 +2%
State Street
12
State Street
Massachusetts
$30.5M +$2.47M +84,398 +11%
Northern Trust
13
Northern Trust
Illinois
$29.4M -$33.4K -1,143 -0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$28.3M -$58.7K -2,005 -0.2%
Principal Financial Group
15
Principal Financial Group
Iowa
$27.8M +$15.3M +521,808 +188%
NI
16
Numeric Investors
Massachusetts
$26.3M +$11.1M +380,611 +101%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$18.5M +$1.44M +49,070 +10%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$17.6M -$1.61M -54,879 -10%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$16.8M +$2.99M +102,322 +27%
Prudential Financial
20
Prudential Financial
New Jersey
$16.2M -$7.5M -256,460 -36%
Goldman Sachs
21
Goldman Sachs
New York
$14.7M +$4.8M +164,058 +64%
CCI
22
Columbus Circle Investors
$14.2M +$11.9M +408,214 New
Renaissance Technologies
23
Renaissance Technologies
New York
$13.6M -$597K -20,400 -5%
Norges Bank
24
Norges Bank
Norway
$12.6M
Invesco
25
Invesco
Georgia
$12.6M -$502K -17,167 -5%