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Advanced Energy
AEIS

Overview Fund Activity

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$933M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
3
Millennium Management
Millennium Management
New York
$42.9M
4
BlackRock
BlackRock
New York
$504M
5
Norges Bank
Norges Bank
Norway
$32.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.29M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
$12.1M
4
Victory Capital Management
Victory Capital Management
Texas
$156M
5
American Century Companies
American Century Companies
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Shell Asset Management
Netherlands
$224K -$55.4K -646 -20%
CC
227
Corton Capital
Ontario, Canada
$221K +$221K +2,572 New
GT
228
Glenmede Trust
Pennsylvania
$219K -$8.66K -101 -4%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$210K +$210K +2,443 New
AQR Capital Management
230
AQR Capital Management
Connecticut
$203K +$203K +2,371 New
VIA
231
Vident Investment Advisory
Georgia
$203K +$203K +2,363 New
DU
232
Delphia (USA)
Ontario, Canada
$203K +$203K +2,363 New
PA
233
Profund Advisors
Maryland
$203K -$20.1K -234 -9%
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$199K +$8.49K +99 +4%
SPIA
235
Steward Partners Investment Advisory
New York
$177K -$13.7K -160 -7%
EBA
236
Eagle Bay Advisors
New York
$132K +$17.8K +208 +16%
QCG
237
Quadrant Capital Group
Ohio
$131K +$5.75K +67 +5%
EDRH
238
Edmond de Rothschild Holding
Switzerland
$108K +$7.46K +87 +7%
CMF
239
Counterpoint Mutual Funds
California
$106K -$10.9K -127 -9%
Bank Julius Baer & Co
240
Bank Julius Baer & Co
Switzerland
$99K +$99K +1,156 New
FHA
241
First Horizon Advisors
Tennessee
$92.9K +$6.35K +74 +7%
Lazard Asset Management
242
Lazard Asset Management
New York
$91K -$47.6K -557 -34%
CAS
243
Coppell Advisory Solutions
Texas
$89.7K +$89.7K +1,046 New
CASC
244
Coppell Advisory Solutions Corp
Texas
$89.7K +$89.7K +1,046 New
Credit Agricole
245
Credit Agricole
France
$86.6K – – –
SWA
246
Sutton Wealth Advisors
Florida
$77.7K – – –
Dimensional Fund Advisors
247
Dimensional Fund Advisors
Texas
$76.2K +$310 +3,618 +0.4%
EWA
248
EverSource Wealth Advisors
Alabama
$43K +$772 +9 +2%
Amundi
249
Amundi
France
$43K -$12.6K -147 -23%
QL
250
Quarry LP
New York
$37.4K +$37.4K +436 New
8 9
10
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