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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-19
Holders Change %
-6.21%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.69M
2
Ameriprise
Ameriprise
Minnesota
$262M
3
Victory Capital Management
Victory Capital Management
Texas
$159M
4
American Century Companies
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$208K +$208K +2,123 New
API
227
Advisor Partners II
California
$201K +$201K +2,050 New
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$198K -$29K -296 -13%
SPIA
229
Steward Partners Investment Advisory
New York
$187K -$14.8K -151 -7%
QCG
230
Quadrant Capital Group
Ohio
$172K +$22.4K +229 +15%
EBA
231
Eagle Bay Advisors
New York
$137K -$14K -143 -9%
SG Americas Securities
232
SG Americas Securities
New York
$134K -$1.48M -15,152 -92%
Bank Julius Baer & Co
233
Bank Julius Baer & Co
Switzerland
$109K -$4.52K -46 -4%
Lazard Asset Management
234
Lazard Asset Management
New York
$104K – – –
FHA
235
First Horizon Advisors
Tennessee
$102K -$4.61K -47 -4%
Credit Agricole
236
Credit Agricole
France
$75.2K -$23.8K -243 -24%
SOW
237
State of Wyoming
Wyoming
$63.5K +$33K +337 +108%
C
238
Covestor
United Kingdom
$60K +$59.4K +609 +10,150%
EWA
239
EverSource Wealth Advisors
Alabama
$50.9K +$1.76K +18 +4%
TRCT
240
Tower Research Capital (TRC)
New York
$49K +$32.3K +329 +194%
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$49K +$49K +505 New
PI
242
PineBridge Investments
New York
$46.9K +$13.3K +136 +40%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$38.2K +$16.8K +171 +78%
UB
244
UMB Bank
Missouri
$37.1K – – –
Ohio Public Employees Retirement System (OPERS)
245
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K +$878 +9 +3%
S
246
SignatureFD
Georgia
$34.3K -$2.25K -23 -6%
EI
247
Ellevest Inc
New York
$32.6K +$2.74K +28 +9%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$32K -$8.78K -90 -22%
WT
249
Whittier Trust
California
$25.7K – – –
TWA
250
TCI Wealth Advisors
Arizona
$20.6K – – –
8 9
10
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