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Advanced Energy
AEIS

Overview Fund Activity

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$933M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
3
Millennium Management
Millennium Management
New York
$42.9M
4
BlackRock
BlackRock
New York
$504M
5
Norges Bank
Norges Bank
Norway
$32.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.29M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
$12.1M
4
Victory Capital Management
Victory Capital Management
Texas
$156M
5
American Century Companies
American Century Companies
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$36K +$7.84K +91 +28%
UB
252
UMB Bank
Missouri
$32K -$1.18K -14 -4%
S
253
SignatureFD
Georgia
$32K -$5.06K -59 -14%
Ohio Public Employees Retirement System (OPERS)
254
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K -$69K -801 -69%
PI
255
PineBridge Investments
New York
$29.4K – – –
PMEF
256
Point72 Middle East FZE
United Arab Emirates
$29K +$29K +338 New
SOW
257
State of Wyoming
Wyoming
$26.7K -$44.7K -521 -63%
EI
258
Ellevest Inc
New York
$26.2K -$1.12K -13 -4%
DFCM
259
Dark Forest Capital Management
Puerto Rico
$25.1K +$25.1K +293 New
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$23K -$10.9K -129 -32%
WT
261
Whittier Trust
California
$22.5K – – –
PTC
262
Private Trust Company
Ohio
$19K +$2.97K +35 +19%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$18.8K -$4.98K -58 -21%
TWA
264
TCI Wealth Advisors
Arizona
$18K – – –
CFGS
265
Concourse Financial Group Securities
Alabama
$16.6K +$16.6K +194 New
RTC
266
Riverview Trust Company
Washington
$16K – – –
GIA
267
GHP Investment Advisors
Colorado
$15.3K +$15.3K +178 New
TRCT
268
Tower Research Capital (TRC)
New York
$15K -$497K -5,635 -97%
BWM
269
BerganKDV Wealth Management
Minnesota
$12.9K +$12.9K +150 New
PFBT
270
Parkside Financial Bank & Trust
Missouri
$12.8K – – –
CS
271
Comerica Securities
Michigan
$12.4K +$12.4K +144 New
WOSD
272
WFA of San Diego
California
$12K +$12K +140 New
MIM
273
Macroview Investment Management
Maryland
$11.2K +$772 +9 +7%
BAM
274
Belpointe Asset Management
Nevada
$9.01K +$9.01K +105 New
AssetMark Inc
275
AssetMark Inc
California
$8.06K +$86 +1 +1%
9 10
11
12 13