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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
226
Daymark Wealth Partners
Ohio
$242K +$242K +2,167 New
GT
227
Glenmede Trust
Pennsylvania
$231K – – –
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$230K +$4.9K +44 +2%
FBT
229
First Bank & Trust
South Dakota
$224K +$224K +2,013 New
DJYG
230
David J. Yvars Group
Florida
$223K -$22.3K -200 -9%
I
231
InceptionR
California
$221K +$221K +1,986 New
SPIA
232
Steward Partners Investment Advisory
New York
$212K -$446 -4 -0.2%
API
233
Advisor Partners II
California
$208K -$20.7K -186 -9%
PGFC
234
Peapack-Gladstone Financial Corp
New Jersey
$203K +$203K +1,823 New
QCG
235
Quadrant Capital Group
Ohio
$196K +$780 +7 +0.4%
EBA
236
Eagle Bay Advisors
New York
$143K -$12.8K -115 -8%
Bank Julius Baer & Co
237
Bank Julius Baer & Co
Switzerland
$124K – – –
Walleye Trading
238
Walleye Trading
New York
$122K -$202K -1,812 -62%
FHA
239
First Horizon Advisors
Tennessee
$115K – – –
Group One Trading
240
Group One Trading
Illinois
$97.9K +$97.9K +878 New
C
241
Covestor
United Kingdom
$97K +$28.4K +254 +41%
Credit Agricole
242
Credit Agricole
France
$85.5K – – –
TRCT
243
Tower Research Capital (TRC)
New York
$79.2K +$23.6K +212 +42%
EWA
244
EverSource Wealth Advisors
Alabama
$59.2K +$1.34K +12 +2%
PI
245
PineBridge Investments
New York
$53.4K – – –
HIIFS
246
Harel Insurance Investments & Financial Services
Israel
$45K +$45K +410 New
SOW
247
State of Wyoming
Wyoming
$44.6K -$27.6K -248 -38%
UB
248
UMB Bank
Missouri
$42.2K – – –
Lazard Asset Management
249
Lazard Asset Management
New York
$42K -$75.3K -683 -64%
S
250
SignatureFD
Georgia
$41.6K +$2.56K +23 +7%
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10
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