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Advanced Energy
AEIS

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

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $4.53M

41% more capital invested

Capital invested by funds: $2.88B → $4.06B (+$1.18B)

11% more funds holding

Funds holding: 276 → 306 (+30)

0.2% more ownership

Funds ownership: 99.65% → 99.85% (+0.2%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.92%
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
Fidelity Investments
Fidelity Investments
Massachusetts
+$27M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
BlackRock
BlackRock
New York
+$12.5M
4
Norges Bank
Norges Bank
Norway
+$6.08M
5
CSS
Cubist Systematic Strategies
Connecticut
+$5.82M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$37M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.4M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
-$20.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$17.2M
5
American Century Companies
American Century Companies
Missouri
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
226
Shell Asset Management
Netherlands
$224K -$54.2K -646 -20%
CC
227
Corton Capital
Ontario, Canada
$221K +$216K +2,572 New
GT
228
Glenmede Trust
Pennsylvania
$219K -$8.48K -101 -4%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$210K +$205K +2,443 New
AQR Capital Management
230
AQR Capital Management
Connecticut
$203K +$199K +2,371 New
DU
231
Delphia (USA)
Ontario, Canada
$203K +$198K +2,363 New
VIA
232
Vident Investment Advisory
Georgia
$203K +$198K +2,363 New
PA
233
Profund Advisors
Maryland
$203K -$19.6K -234 -9%
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$199K +$8.31K +99 +4%
SPIA
235
Steward Partners Investment Advisory
New York
$177K -$13.4K -160 -7%
EBA
236
Eagle Bay Advisors
New York
$132K +$17.5K +208 +16%
QCG
237
Quadrant Capital Group
Ohio
$131K +$5.63K +67 +5%
EDRH
238
Edmond de Rothschild Holding
Switzerland
$108K +$7.3K +87 +7%
CMF
239
Counterpoint Mutual Funds
California
$106K -$10.7K -127 -9%
Bank Julius Baer & Co
240
Bank Julius Baer & Co
Switzerland
$99K +$97.1K +1,156 New
FHA
241
First Horizon Advisors
Tennessee
$92.9K +$6.21K +74 +7%
Lazard Asset Management
242
Lazard Asset Management
New York
$91K -$46.8K -557 -34%
CAS
243
Coppell Advisory Solutions
Texas
$89.7K +$87.8K +1,046 New
CASC
244
Coppell Advisory Solutions Corp
Texas
$89.7K +$87.8K +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 +$304K +3,618 +0.4%
EWA
248
EverSource Wealth Advisors
Alabama
$43K +$756 +9 +2%
Amundi
249
Amundi
France
$43K -$12.3K -147 -23%
QL
250
Quarry LP
New York
$37.4K +$36.6K +436 New
8 9
10
11 12

AEIS Hedge Fund Activity: Q4 2022 in Review

306 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2022, worth a combined $4.06B — up 41% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AEIS positions and 18 closed out — a net gain of 32 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27M. The largest seller was Massachusetts Financial Services, cutting an estimated $37M.

  • 306 institutional investors held Advanced Energy (AEIS) as of Q4 2022, up from 276 in Q3 2022.
  • Funds reported $4.06B of Advanced Energy stock for Q4 2022, up 41% quarter-over-quarter.
  • 50 funds opened new Advanced Energy positions in Q4 2022 and 18 closed out, a net change of +32 holders.
  • The largest Advanced Energy buyer in Q4 2022 was Fidelity Investments, an estimated $27M added.
  • The largest Advanced Energy seller in Q4 2022 was Massachusetts Financial Services, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2022.