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Advanced Energy
AEIS

Overview Fund Activity

267 hedge funds and large institutions have $3.21B invested in Advanced Energy in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 30 closing their positions.

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
109
Reduced
96
Closed
30
Calls
$2.51M
Puts
$2.13M
Net Calls
+$386K
Net Calls Change
-$2.27M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$81.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Bank of America
3
Bank of America
North Carolina
$31.9M
4
TCM
4
Tributary Capital Management
Nebraska
$11.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$183M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$22.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11M
3
FP
3
Foundry Partners
Minnesota
$3.88M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
251
BDO Wealth Advisors
Florida
$2K 23 – –
JWA
252
JFS Wealth Advisors
Pennsylvania
$2K 19 +12 +171%
LC
253
Lindbrook Capital
California
$2K 20 +20 New
IA
254
IFP Advisors
Florida
$2K 25 +25 New
GWS
255
Glassman Wealth Services
Virginia
$1K 6 -9 -60%
CFB
256
Cullen/Frost Bankers
Texas
$1K 8 – –
SC
257
Schubert & Co
Texas
$1K 6 +1 +20%
CAL
258
Capital Advisors Ltd
Ohio
$1K 8 +8 New
CI
259
Cordant Inc
Oregon
$1K 11 +11 New
PCH
260
Polar Capital Holdings
United Kingdom
$254 2,953 +3 +0.1%
Macquarie Group
261
Macquarie Group
Australia
$92 1,074 – –
PAM
262
Panagora Asset Management
Massachusetts
– – -54,862 Closed
Assenagon Asset Management
263
Assenagon Asset Management
Luxembourg
– – -42,635 Closed
HF
264
HRT Financial
New York
– – -21,422 Closed
BNP Paribas Financial Markets
265
BNP Paribas Financial Markets
France
– – -17,381 Closed
TA
266
Teton Advisors
New York
– – -14,300 Closed
DA
267
Duality Advisers
Florida
– – -12,669 Closed
SSIM
268
Sheets Smith Investment Management
Texas
– – -10,790 Closed
CSS
269
Cubist Systematic Strategies
Connecticut
– – -9,920 Closed
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
– – -5,914 Closed
GCP
271
GSA Capital Partners
United Kingdom
– – -5,831 Closed
CAM
272
Cresset Asset Management
Illinois
– – -5,378 Closed
BC
273
Bridgefront Capital
Texas
– – -3,983 Closed
Tudor Investment Corp
274
Tudor Investment Corp
Connecticut
– – -3,169 Closed
XT
275
XTX Topco
Cayman Islands
– – -3,150 Closed
8 9 10
11
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