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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-19
Holders Change %
-6.21%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.69M
2
Ameriprise
Ameriprise
Minnesota
$262M
3
Victory Capital Management
Victory Capital Management
Texas
$159M
4
American Century Companies
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$19.4K -$2.55K -26 -12%
RTC
252
Riverview Trust Company
Washington
$18K – – –
CFGS
253
Concourse Financial Group Securities
Alabama
$17.8K -$1.18K -12 -6%
GIA
254
GHP Investment Advisors
Colorado
$17.4K – – –
PFBT
255
Parkside Financial Bank & Trust
Missouri
$14.6K – – –
Bessemer Group
256
Bessemer Group
New Jersey
$13K +$5.95K +59 +84%
AssetMark Inc
257
AssetMark Inc
California
$10.8K +$1.57K +16 +17%
BAM
258
Belpointe Asset Management
Nevada
$10.3K – – –
GRP
259
Global Retirement Partners
California
$7.52K – – –
PA
260
Parallel Advisors
California
$7.25K +$1.96K +20 +37%
HNB
261
Huntington National Bank
Ohio
$7.15K +$7.15K +73 New
ST
262
Sageworth Trust
Pennsylvania
$5.39K – – –
HWA
263
HHM Wealth Advisors
Tennessee
$5.19K +$5.19K +53 New
STCOSD
264
Sageworth Trust Company of South Dakota
South Dakota
$4.61K – – –
CWC
265
Carolinas Wealth Consulting
North Carolina
$3.53K – – –
VCM
266
Versant Capital Management
Arizona
$3.33K – – –
LC
267
Lindbrook Capital
California
$3.14K – – –
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$3.14K +$392 +4 +14%
AF
269
Allworth Financial
California
$3.04K – – –
CWP
270
Concord Wealth Partners
Virginia
$2.94K – – –
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$2.74K – – –
JWA
272
JFS Wealth Advisors
Pennsylvania
$2.25K -$294 -3 -12%
SC
273
Schubert & Co
Texas
$2.25K – – –
BWA
274
BDO Wealth Advisors
Florida
$2.25K – – –
SFG
275
Steward Financial Group
Texas
$2K +$1.08K +14 +117%
9 10
11
12 13