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Advanced Energy

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $4.53M

41% more capital invested

Capital invested by funds: $2.88B → $4.06B (+$1.18B)

11% more funds holding

Funds holding: 276306 (+30)

0.2% more ownership

Funds ownership: 99.65%99.85% (+0.2%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$933M +$1.51M +17,944 New
BlackRock
2
BlackRock
New York
$504M +$12.5M +148,732 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$364M +$5.02M +59,803 +1%
Ameriprise
4
Ameriprise
Minnesota
$247M -$2.76M -32,849 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$178M +$27M +322,005 +18%
Victory Capital Management
6
Victory Capital Management
Texas
$156M -$17.2M -204,323 -10%
State Street
7
State Street
Massachusetts
$146M -$4.21M -50,100 -3%
EARNEST Partners
8
EARNEST Partners
Georgia
$132M -$1.81M -21,568 -1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$84.9M -$906K -10,790 -1%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$64.7M +$2.75M +32,698 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59.6M +$1.73M +20,601 +3%
ACB
12
Aristotle Capital Boston
Massachusetts
$50.2M -$1.33M -15,836 -3%
Bank of America
13
Bank of America
North Carolina
$44.9M +$5.11M +60,884 +13%
BAMCO Inc
14
BAMCO Inc
New York
$44.7M -$4.14M -49,300 -9%
Principal Financial Group
15
Principal Financial Group
Iowa
$43.6M +$1.48M +17,599 +4%
Millennium Management
16
Millennium Management
New York
$42.9M +$23.1M +275,452 +123%
SCM
17
Snyder Capital Management
California
$42.2M -$150K -1,787 -0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$37.2M -$2.51M -29,913 -6%
Northern Trust
19
Northern Trust
Illinois
$35.8M +$646K +7,693 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$34.6M -$14.9K -178 -0%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$33.3M -$37M -441,180 -53%
VNIM
22
Vaughan Nelson Investment Management
Texas
$33.2M -$315K -3,750 -1%
Norges Bank
23
Norges Bank
Norway
$32.2M +$6.08M +72,385 +24%
Charles Schwab
24
Charles Schwab
California
$30.9M +$562K +6,689 +2%
First Trust Advisors
25
First Trust Advisors
Illinois
$27.9M +$198K +2,362 +0.7%