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Advanced Energy
AEIS

Overview Fund Activity

276 hedge funds and large institutions have $2.88B invested in Advanced Energy in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
276
Holders Change
+17
Holders Change %
+6.56%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
101
Reduced
104
Closed
18
Calls
$4.85M
Puts
$3.86M
Net Calls
+$983K
Net Calls Change
-$5.25M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$157M
3
SCM
3
Snyder Capital Management
California
$38.2M
4
BlackRock
4
BlackRock
New York
$443M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$30.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$136M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$55.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$1.56M
5
American Century Companies
5
American Century Companies
Missouri
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$5K 70 – –
STCOSD
252
Sageworth Trust Company of South Dakota
South Dakota
$4K 47 -31 -40%
PA
253
Parallel Advisors
California
$4K 46 -12 -21%
ST
254
Sageworth Trust
Pennsylvania
$4K 55 – –
VCM
255
Versant Capital Management
Arizona
$3K 34 – –
CWC
256
Carolinas Wealth Consulting
North Carolina
$3K 38 – –
IA
257
IFP Advisors
Florida
$3K 32 +7 +28%
BIA
258
Bell Investment Advisors
California
$3K 40 +13 +48%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$2K 27 -47 -64%
AF
260
Allworth Financial
California
$2K 24 -2 -8%
BWA
261
BDO Wealth Advisors
Florida
$2K 23 – –
CA
262
Centerpoint Advisors
Massachusetts
$2K 32 – –
SC
263
Schubert & Co
Texas
$2K 21 +1 +5%
JWA
264
JFS Wealth Advisors
Pennsylvania
$2K 24 +17 +243%
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$2K 25 +25 New
AAP
266
Arax Advisory Partners
Colorado
$1K 7 +7 New
GWS
267
Glassman Wealth Services
Virginia
$1K 15 +8 +114%
CAL
268
Capital Advisors Ltd
Ohio
$1K 9 +9 New
LC
269
Lindbrook Capital
California
$1K 17 +17 New
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$989 12,104 +136 +1%
ACM
271
Absolute Capital Management
Pennsylvania
$641 8 +8 New
Renaissance Technologies
272
Renaissance Technologies
New York
– – -93,722 Closed
Marshall Wace
273
Marshall Wace
United Kingdom
– – -29,103 Closed
Holocene Advisors
274
Holocene Advisors
New York
– – -8,116 Closed
DCM
275
Dean Capital Management
Kansas
– – -4,338 Closed
8 9 10
11
12