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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
116
Closed
29
Calls
$6.07M
Puts
$19.2M
Net Calls
-$13.1M
Net Calls Change
-$12.2M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$40.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Axa
2
Axa
France
$443K
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.69M
4
SCM
4
Snyder Capital Management
California
$51.9M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$214K 1,968 +1,968 New
SAM
227
Shell Asset Management
Netherlands
$214K 1,967 -580 -23%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$209K 1,919 -50,726 -96%
PWS
229
Peterson Wealth Services
Utah
$207K 1,898 +1,898 New
DADC
230
D.A. Davidson & Co
Montana
$202K 1,852 +1,852 New
EI
231
Ellevest Inc
New York
$200K 1,840 +1,840 New
Lazard Asset Management
232
Lazard Asset Management
New York
$193K 1,778 -22,752 -93%
Group One Trading
233
Group One Trading
Illinois
$120K 1,106 – –
FHA
234
First Horizon Advisors
Tennessee
$113K 1,036 – –
KBC Group
235
KBC Group
Belgium
$97K 891 – –
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$92K 830 – –
PS
237
Principal Securities
Iowa
$87.4K 802 +802 New
SOW
238
State of Wyoming
Wyoming
$78.7K 723 +101 +16%
S
239
SignatureFD
Georgia
$66.3K 609 +209 +52%
EWA
240
EverSource Wealth Advisors
Alabama
$58.9K 541 +23 +4%
ETC
241
Exchange Traded Concepts
Oklahoma
$49.7K 456 -5 -1%
C
242
Covestor
United Kingdom
$42K 385 -254 -40%
Ohio Public Employees Retirement System (OPERS)
243
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.1K 359 +7 +2%
PA
244
Parallel Advisors
California
$38.2K 351 +154 +78%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$34K 313 -38 -11%
WT
246
Whittier Trust
California
$28.5K 262 – –
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$27K 248 +11 +5%
Russell Investments Group
248
Russell Investments Group
United Kingdom
$23K 211 +112 +113%
Credit Agricole
249
Credit Agricole
France
$21.8K 200 -810 -80%
GI
250
GAMMA Investing
California
$21.5K 207 +207 New
8 9
10
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