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ASE Group

175 hedge funds and large institutions have $864M invested in ASE Group in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

60% more capital invested

Capital invested by funds: $541M → $864M (+$323M)

11% more funds holding

Funds holding: 157175 (+18)

0.45% more ownership

Funds ownership: 2.13%2.58% (+0.45%)

Holders
175
Holders Change
+18
Holders Change %
+11.46%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
76
Reduced
39
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$14K -$4.67K -625 -26%
PA
152
Parallel Advisors
California
$14K +$1.38K +185 +11%
PB
153
Pinnacle Bancorp
Nebraska
$14K +$13.7K +1,831 New
EP
154
Eudaimonia Partners
Tennessee
$13K +$12.9K +1,730 New
FPS
155
Fieldpoint Private Securities
Connecticut
$12K +$897 +120 +8%
IA
156
IFP Advisors
Florida
$10K
SPIA
157
Steward Partners Investment Advisory
New York
$9.15K
CA
158
Clearstead Advisors
Ohio
$8K
PCG
159
Private Capital Group
Connecticut
$8K
MWP
160
Meridian Wealth Partners
Pennsylvania
$8K +$7.74K +1,036 New
GWSG
161
GPS Wealth Strategies Group
Colorado
$8K +$8.41K +1,125 New
LWM
162
Liberty Wealth Management
California
$7K
EW
163
Evoke Wealth
California
$6K
GRP
164
Global Retirement Partners
California
$6K +$2.01K +269 +56%
FHC
165
First Horizon Corporation
Tennessee
$6K +$3.35K +449 +134%
CFA
166
Carroll Financial Associates
North Carolina
$6K +$5.93K +793 New
Jones Financial Companies
167
Jones Financial Companies
Missouri
$6K +$6.19K +828 New
SFS
168
Sowell Financial Services
Arkansas
$5K -$844 -113 -15%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$979 +131 +25%
SWM
170
Spire Wealth Management
Virginia
$5K +$4.38K +586 New
BWM
171
BerganKDV Wealth Management
Minnesota
$4K
TJHA
172
Thomas J. Herzfeld Advisors
Florida
$4K +$3.55K +475 New
FHA
173
First Horizon Advisors
Tennessee
$3K +$1.73K +232 +140%
BCA
174
Berman Capital Advisors
Georgia
$3K +$2.58K +345 +303%
WP
175
WealthShield Partners
North Carolina
$1K +$590 +79 New