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Advanced Energy

314 hedge funds and large institutions have $4.12B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.58% less ownership

Funds ownership: 106.47%103.89% (-2.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

66% less call options, than puts

Call options by funds: $5.13M | Put options by funds: $15M

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.13M
Puts
$15M
Net Calls
Net Calls Change

Top Buyers

1 +$23.6M
2 +$17M
3 +$14.7M
4
Goldman Sachs
Goldman Sachs
New York
+$14M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$12.3M

Top Sellers

1 -$103M
2 -$12.2M
3 -$12.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$10.5M
5
GLA
Great Lakes Advisors
Illinois
-$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$618M
2
$510M
3
$446M
4
$272M
5
$179M
6
$173M
7
$94.9M
8
$93.1M
9
$92.9M
10
$92.3M
11
$78.8M
12
$70.1M
13
$66.9M
14
$54M
15
$50.9M
16
$49.6M
17
$49.2M
18
$47.8M
19
$46.5M
20
$44.7M
21
$42.5M
22
$42.5M
23
$40.2M
24
$39.6M
25
$39.4M