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Advanced Energy
AEIS

Overview Fund Activity

259 hedge funds and large institutions have $2.7B invested in Advanced Energy in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 25 closing their positions.

Holders
259
Holders Change
-8
Holders Change %
-3%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
97
Reduced
102
Closed
25
Calls
$8.83M
Puts
$2.59M
Net Calls
+$6.24M
Net Calls Change
+$5.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.2M
2
BAMCO Inc
2
BAMCO Inc
New York
$41.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.07M
5
Bank of America
5
Bank of America
North Carolina
$33.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$137M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LJHT
226
Laurie J. Hall Trustee
$12K 170 – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$12K 162 +23 +17%
CFGS
228
Concourse Financial Group Securities
Alabama
$11K 148 +31 +26%
PFS
229
Prospera Financial Services
Texas
$10K 142 -349 -71%
WOSD
230
WFA of San Diego
California
$10K 140 +140 New
Barrow, Hanley, Mewhinney & Strauss
231
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K 143 +143 New
C
232
Covestor
United Kingdom
$9K 119 -6 -5%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$7K 91 -149 -62%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$7K 102 -22 -18%
AssetMark Inc
235
AssetMark Inc
California
$7K 92 +49 +114%
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$6K 78 -101 -56%
Bessemer Group
237
Bessemer Group
New Jersey
$5K 70 – –
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$5K 74 +74 New
FPS
239
Fieldpoint Private Securities
Connecticut
$4K 55 -111 -67%
PA
240
Parallel Advisors
California
$4K 58 -32 -36%
ST
241
Sageworth Trust
Pennsylvania
$4K 55 – –
GRP
242
Global Retirement Partners
California
$4K 54 +12 +29%
CWC
243
Carolinas Wealth Consulting
North Carolina
$3K 38 – –
VCM
244
Versant Capital Management
Arizona
$2K 34 – –
IA
245
IFP Advisors
Florida
$2K 25 – –
BWA
246
BDO Wealth Advisors
Florida
$2K 23 – –
CA
247
Centerpoint Advisors
Massachusetts
$2K 32 – –
AF
248
Allworth Financial
California
$2K 26 +3 +13%
BIA
249
Bell Investment Advisors
California
$2K 27 +27 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$1K 7 -12 -63%
8 9
10
11 12