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Advanced Energy
AEIS

Overview Fund Activity

259 hedge funds and large institutions have $2.7B invested in Advanced Energy in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 25 closing their positions.

Holders
259
Holders Change
-8
Holders Change %
-3%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
97
Reduced
102
Closed
25
Calls
$8.83M
Puts
$2.59M
Net Calls
+$6.24M
Net Calls Change
+$5.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.2M
2
BAMCO Inc
2
BAMCO Inc
New York
$41.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.07M
5
Bank of America
5
Bank of America
North Carolina
$33.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$137M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
251
Central Trust Company
Missouri
$1K 7 – –
GWS
252
Glassman Wealth Services
Virginia
$1K 7 +1 +17%
DI
253
Disciplined Investments
Oklahoma
$1K 7 +2 +40%
SBL
254
Sargent Bickham Lagudis
Colorado
$1K 10 +10 New
SC
255
Schubert & Co
Texas
$1K 20 +14 +233%
SFG
256
Steward Financial Group
Texas
$1K 14 +14 New
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$898 11,968 -6,271 -34%
Capital International Investors
258
Capital International Investors
California
– – -261,162 Closed
Fidelity International
259
Fidelity International
Bermuda
– – -129,675 Closed
AIM
260
Artemis Investment Management
United Kingdom
– – -113,560 Closed
Citadel Advisors
261
Citadel Advisors
Florida
– – -33,029 Closed
AG
262
Algert Global
California
– – -12,888 Closed
Voloridge Investment Management
263
Voloridge Investment Management
Florida
– – -11,429 Closed
AWA
264
Aaron Wealth Advisors
Illinois
– – -11,018 Closed
DTL
265
Dynamic Technology Lab
Singapore
– – -7,480 Closed
SSA
266
Schonfeld Strategic Advisors
New York
– – -4,200 Closed
AQR Capital Management
267
AQR Capital Management
Connecticut
– – -4,038 Closed
PA
268
Profund Advisors
Maryland
– – -3,142 Closed
PCH
269
Polar Capital Holdings
United Kingdom
– – -2,953 Closed
VF
270
Virtu Financial
New York
– – -2,908 Closed
PAMS
271
Pictet Asset Management (Switzerland)
Switzerland
– – -2,600 Closed
FCBT
272
First Citizens Bank & Trust
North Carolina
– – -2,369 Closed
MIP
273
Mondrian Investment Partners
United Kingdom
– – -616 Closed
DFCM
274
Dark Forest Capital Management
Puerto Rico
– – -236 Closed
GAM
275
Gemmer Asset Management
California
– – -109 Closed
8 9 10
11
12