AEIS icon

Advanced Energy

270 hedge funds and large institutions have $3.33B invested in Advanced Energy in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
94
Reduced
100
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M
Name Market Value Shares Shares
Change
Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$27K 293 +82 +39%
CWS
227
Confluence Wealth Services
Pennsylvania
$26K 295 +295 New
WT
228
Whittier Trust
California
$24K 262
AF
229
Allworth Financial
California
$19K 214 +194 +970%
S
230
SignatureFD
Georgia
$18K 194 -11 -5%
PCG
231
Private Capital Group
Connecticut
$16K 179
STCOSD
232
Sageworth Trust Company of South Dakota
South Dakota
$16K 179 +179 New
FPS
233
Fieldpoint Private Securities
Connecticut
$15K 166 -15 -8%
LJHT
234
Laurie J. Hall Trustee
$15K 160
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$11K 125
PFBT
236
Parkside Financial Bank & Trust
Missouri
$11K 125 +98 +363%
GAM
237
Gemmer Asset Management
California
$10K 109
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$9K 99 +99 New
SCA
239
Snowden Capital Advisors
New York
$9K 100 +100 New
UB
240
UMB Bank
Missouri
$8K 82 +82 New
CFA
241
Carroll Financial Associates
North Carolina
$7K 82
BEI
242
Benjamin Edwards Inc
Missouri
$7K 77 +61 +381%
Bessemer Group
243
Bessemer Group
New Jersey
$6K 70 +70 New
ST
244
Sageworth Trust
Pennsylvania
$5K 55 -185 -77%
TWA
245
TCI Wealth Advisors
Arizona
$5K 57 -114 -67%
AssetMark Inc
246
AssetMark Inc
California
$5K 51
Walleye Trading
247
Walleye Trading
New York
$4K 46 -1,457 -97%
TFO
248
Tarbox Family Office
California
$4K 44
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.53K 38,711 +429 +1%
PA
250
Parallel Advisors
California
$3K 28 -138 -83%