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Advanced Energy
AEIS

Overview Fund Activity

267 hedge funds and large institutions have $3.21B invested in Advanced Energy in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 30 closing their positions.

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
109
Reduced
96
Closed
30
Calls
$2.51M
Puts
$2.13M
Net Calls
+$386K
Net Calls Change
-$2.27M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$81.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Bank of America
3
Bank of America
North Carolina
$31.9M
4
TCM
4
Tributary Capital Management
Nebraska
$11.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$183M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$22.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11M
3
FP
3
Foundry Partners
Minnesota
$3.88M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DFCM
226
Dark Forest Capital Management
Puerto Rico
$20K 236 -89 -27%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$18K 208 -85 -29%
PCG
228
Private Capital Group
Connecticut
$17K 192 +13 +7%
STCOSD
229
Sageworth Trust Company of South Dakota
South Dakota
$15K 179 – –
LJHT
230
Laurie J. Hall Trustee
$15K 170 +10 +6%
TWA
231
TCI Wealth Advisors
Arizona
$15K 175 +118 +207%
FPS
232
Fieldpoint Private Securities
Connecticut
$14K 166 – –
PFBT
233
Parkside Financial Bank & Trust
Missouri
$12K 139 +14 +11%
C
234
Covestor
United Kingdom
$11K 125 -293 -70%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$11K 124 -1 -0.8%
CFGS
236
Concourse Financial Group Securities
Alabama
$10K 117 +88 +303%
PI
237
PineBridge Investments
New York
$9K 100 -400 -80%
GAM
238
Gemmer Asset Management
California
$9K 109 – –
PA
239
Parallel Advisors
California
$8K 90 +62 +221%
Bessemer Group
240
Bessemer Group
New Jersey
$6K 70 – –
EI
241
Ellevest Inc
New York
$6K 71 +49 +223%
ST
242
Sageworth Trust
Pennsylvania
$5K 55 – –
AssetMark Inc
243
AssetMark Inc
California
$4K 43 -8 -16%
TFO
244
Tarbox Family Office
California
$4K 44 – –
VCM
245
Versant Capital Management
Arizona
$3K 34 – –
CA
246
Centerpoint Advisors
Massachusetts
$3K 32 – –
CWC
247
Carolinas Wealth Consulting
North Carolina
$3K 38 – –
AAP
248
Arax Advisory Partners
Colorado
$3K 30 +30 New
GRP
249
Global Retirement Partners
California
$3K 42 +42 New
AF
250
Allworth Financial
California
$2K 23 -191 -89%
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