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Advanced Energy
AEIS

Overview Fund Activity

276 hedge funds and large institutions have $2.88B invested in Advanced Energy in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
276
Holders Change
+17
Holders Change %
+6.56%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
101
Reduced
104
Closed
18
Calls
$4.85M
Puts
$3.86M
Net Calls
+$983K
Net Calls Change
-$5.25M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$157M
3
SCM
3
Snyder Capital Management
California
$38.2M
4
BlackRock
4
BlackRock
New York
$443M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$30.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$136M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$55.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$1.56M
5
American Century Companies
5
American Century Companies
Missouri
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
SOW
226
State of Wyoming
Wyoming
$64K 832 -52 -6%
PHK
227
Point72 Hong Kong
Hong Kong
$62K 803 -2,638 -77%
Amundi
228
Amundi
France
$50K 648 +226 +54%
EWA
229
EverSource Wealth Advisors
Alabama
$38K 492 +206 +72%
S
230
SignatureFD
Georgia
$33K 432 -243 -36%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$31K 402 -76 -16%
UB
232
UMB Bank
Missouri
$30K 393 -59 -13%
PI
233
PineBridge Investments
New York
$27K 343 – –
EI
234
Ellevest Inc
New York
$25K 318 -85 -21%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$25K 327 +236 +259%
WFA
236
Wipfli Financial Advisors
Wisconsin
$25K 328 +328 New
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$21K 277 -18 -6%
WT
238
Whittier Trust
California
$20K 262 – –
TWA
239
TCI Wealth Advisors
Arizona
$16K 210 +37 +21%
PTC
240
Private Trust Company
Ohio
$15K 189 -5 -3%
C
241
Covestor
United Kingdom
$15K 324 +205 +172%
Russell Investments Group
242
Russell Investments Group
United Kingdom
$14K 193 – –
RTC
243
Riverview Trust Company
Washington
$14K 184 +184 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$11K 149 -13 -8%
Barrow, Hanley, Mewhinney & Strauss
245
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K 126 -17 -12%
LJHT
246
Laurie J. Hall Trustee
$9K 115 -55 -32%
MIM
247
Macroview Investment Management
Maryland
$9K 121 +121 New
AssetMark Inc
248
AssetMark Inc
California
$7K 93 +1 +1%
GRP
249
Global Retirement Partners
California
$7K 86 +32 +59%
AIP
250
Almanack Investment Partners
Pennsylvania
$7K 84 +84 New
8 9
10
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