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Advanced Energy

312 hedge funds and large institutions have $3.07B invested in Advanced Energy in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

27% more capital invested

Capital invested by funds: $2.42B → $3.07B (+$652M)

21% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $18.2M

4% more funds holding

Funds holding: 301312 (+11)

1.15% more ownership

Funds ownership: 94.17%95.32% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 119

Holders
312
Holders Change
+11
Holders Change %
+3.65%
% of All Funds
7.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
110
Reduced
119
Closed
34
Calls
$22.1M
Puts
$18.2M
Net Calls
+$3.89M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$413M -$816K -11,252 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$310M +$6.91M +95,282 +3%
EARNEST Partners
3
EARNEST Partners
Georgia
$144M -$4.09M -56,461 -3%
Bank of America
4
Bank of America
North Carolina
$117M -$4.11M -56,714 -4%
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$104M -$16.2M -223,455 -15%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$99.9M -$10.6M -145,709 -11%
State Street
7
State Street
Massachusetts
$81.3M -$907K -12,515 -1%
Northern Trust
8
Northern Trust
Illinois
$72.3M -$126K -1,735 -0.2%
Victory Capital Management
9
Victory Capital Management
Texas
$62.6M +$37.8M +520,884 +205%
Norges Bank
10
Norges Bank
Norway
$53.6M +$905K +12,488 +2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$50.5M -$3.53M -48,753 -7%
Principal Financial Group
12
Principal Financial Group
Iowa
$50.2M -$4.6M -63,471 -9%
AL
13
AJO LP
Pennsylvania
$48.9M +$23.2M +320,556 +113%
CWAM
14
Columbia Wanger Asset Management
Illinois
$47.8M +$12.8M +177,226 +43%
Renaissance Technologies
15
Renaissance Technologies
New York
$46.3M +$6.58M +90,700 +19%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$44.7M +$1.27M +17,569 +3%
Prudential Financial
17
Prudential Financial
New Jersey
$43.6M +$551K +7,596 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$41.9M -$585K -8,063 -2%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$41.7M +$2.49M +34,380 +7%
Wells Fargo
20
Wells Fargo
California
$38.3M -$2.61M -36,030 -7%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$38.2M -$42.6M -588,031 -55%
Invesco
22
Invesco
Georgia
$36.7M -$961K -13,253 -3%
PIMC
23
Praesidium Investment Management Company
New York
$36M -$801K -11,050 -2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$33.6M +$7.28M +100,380 +32%
Deutsche Bank
25
Deutsche Bank
Germany
$31.8M +$695K +9,581 +2%