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Advanced Energy

228 hedge funds and large institutions have $2.22B invested in Advanced Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

2% more funds holding

Funds holding: 223228 (+5)

1% more capital invested

Capital invested by funds: $2.21B → $2.22B (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $2.44M

5% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 73

1.7% less ownership

Funds ownership: 102.96%101.26% (-1.7%)

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
69
Reduced
73
Closed
28
Calls
$2.43M
Puts
$2.44M
Net Calls
-$11K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$329M +$8.58M +158,836 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$233M +$1.89M +35,010 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$227M +$24.3M +450,777 +13%
Ameriprise
4
Ameriprise
Minnesota
$124M +$10.6M +196,826 +10%
Victory Capital Management
5
Victory Capital Management
Texas
$110M +$18.7M +345,588 +22%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$74.2M -$1.45M -26,786 -2%
Franklin Resources
7
Franklin Resources
California
$72.9M -$9.48M -175,600 -12%
State Street
8
State Street
Massachusetts
$64.6M -$264K -4,892 -0.4%
EARNEST Partners
9
EARNEST Partners
Georgia
$59.2M +$1.43M +26,506 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$56.8M -$14.7M -272,695 -22%
Northern Trust
11
Northern Trust
Illinois
$51.3M +$1.05M +19,392 +2%
ACB
12
Aristotle Capital Boston
Massachusetts
$46.6M +$6.28M +116,210 +17%
Norges Bank
13
Norges Bank
Norway
$35M
Principal Financial Group
14
Principal Financial Group
Iowa
$33.2M -$72K -1,334 -0.2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$33.2M +$1.9M +35,271 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$29.2M +$429K +7,947 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.9M -$161K -2,981 -0.6%
ICOM
18
Investment Counselors of Maryland
Maryland
$28M -$62.8K -1,163 -0.2%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$27.6M +$2.94M +54,494 +13%
AIM
20
Artemis Investment Management
United Kingdom
$24.7M +$5.29M +98,048 +29%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$24.6M +$393K +7,284 +2%
PF
22
Phoenix Financial
Israel
$22.7M +$22.4M +413,971 New
RA
23
Royce & Associates
New York
$22.2M -$8.11M -150,261 -28%
ClearBridge Investments
24
ClearBridge Investments
New York
$21.9M -$4.79M -88,655 -19%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$20.8M -$9.22M -170,686 -32%