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Advanced Energy

305 hedge funds and large institutions have $4.33B invested in Advanced Energy in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $4B → $4.33B (+$327M)

1.19% more ownership

Funds ownership: 105.2%106.39% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 311305 (-6)

62% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $11.7M

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
115
Reduced
110
Closed
46
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$624M -$7.83M -76,501 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$502M +$7.78M +75,968 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$443M +$23.7M +231,137 +6%
Ameriprise
4
Ameriprise
Minnesota
$293M +$6.06M +59,162 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$183M +$20.4M +199,578 +13%
State Street
6
State Street
Massachusetts
$183M -$5.49M -53,672 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$115M -$2.78M -27,172 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$103M +$1.59M +15,577 +2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$95.9M -$2.02M -19,776 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$94.6M +$2.69M +26,268 +3%
Bank of America
11
Bank of America
North Carolina
$89.4M +$10.8M +105,365 +15%
CCM
12
Channing Capital Management
Illinois
$80.5M +$2.32M +22,666 +3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$73.5M -$5.03M -49,097 -7%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.4M +$12.1M +118,328 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$58.8M +$10.5M +102,659 +23%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$55.9M +$1.43M +13,967 +3%
BAMCO Inc
17
BAMCO Inc
New York
$55.8M +$15.4K +150 +0%
ACB
18
Aristotle Capital Boston
Massachusetts
$53M -$3.97M -38,746 -7%
Charles Schwab
19
Charles Schwab
California
$48.4M +$2.16M +21,084 +5%
Principal Financial Group
20
Principal Financial Group
Iowa
$46.8M -$621K -6,064 -1%
Norges Bank
21
Norges Bank
Norway
$46.8M +$580K +5,667 +1%
SCM
22
Snyder Capital Management
California
$46M -$4.15M -40,561 -9%
Northern Trust
23
Northern Trust
Illinois
$43.6M -$1.33M -12,989 -3%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$41.6M -$182K -1,773 -0.5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$41.4M +$5.35M +52,216 +16%