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ASE Group

204 hedge funds and large institutions have $1.07B invested in ASE Group in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

1% more funds holding

Funds holding: 201204 (+3)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.11% less ownership

Funds ownership: 3.34%3.23% (-0.11%)

6% less capital invested

Capital invested by funds: $1.13B → $1.07B (-$63.2M)

31% less call options, than puts

Call options by funds: $247K | Put options by funds: $356K

Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
68
Reduced
66
Closed
38
Calls
$247K
Puts
$356K
Net Calls
-$109K
Net Calls Change
-$673K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Carroll Financial Associates
North Carolina
$14K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$13K
IA
178
IFP Advisors
Florida
$13K +$1.06K +144 +9%
EWA
179
EverSource Wealth Advisors
Alabama
$10K +$9.19K +1,250 New
GWSG
180
GPS Wealth Strategies Group
Colorado
$9K
SPIA
181
Steward Partners Investment Advisory
New York
$9K
CA
182
Clearstead Advisors
Ohio
$8K -$19.2K -2,606 -71%
BBPWM
183
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.35K +1,000 New
AF
184
Advisornet Financial
Minnesota
$8K +$7.61K +1,036 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.68K +1,045 New
FHA
186
First Horizon Advisors
Tennessee
$7K -$1.46K -199 -18%
BA
187
Bellwether Advisors
Nebraska
$7K
PCG
188
Private Capital Group
Connecticut
$7K
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$1.68K +229 +35%
EW
190
Evoke Wealth
California
$6K
HWA
191
HHM Wealth Advisors
Tennessee
$6K +$5.45K +742 New
ACK
192
Andrew C. Karlinski
$5K +$4.35K +592 New
S
193
Surevest
California
$5K +$4.67K +635 New
SCA
194
Snowden Capital Advisors
New York
$5K +$4.8K +653 New
FGAM
195
Financial Gravity Asset Management
Texas
$4.83K -$1.76K -239 -39%
BWM
196
BerganKDV Wealth Management
Minnesota
$4K
RWA
197
RGT Wealth Advisors
Texas
$4K +$3.59K +488 New
FAG
198
Fortitude Advisory Group
Washington
$4K +$3.61K +491 New
TJHA
199
Thomas J. Herzfeld Advisors
Florida
$3K +$1.12K +152 +52%
AssetMark Inc
200
AssetMark Inc
California
$2K -$1.93K -262 -47%