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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
251
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K -$1.11K -10 -3%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$39K +$2.24K +20 +6%
WT
253
Whittier Trust
California
$29.2K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$27.1K -$16.4K -147 -38%
CFGS
255
Concourse Financial Group Securities
Alabama
$21.6K +$1.34K +12 +7%
RTC
256
Riverview Trust Company
Washington
$20.5K – – –
PTC
257
Private Trust Company
Ohio
$20K -$2.12K -19 -10%
GIA
258
GHP Investment Advisors
Colorado
$19.9K – – –
Bessemer Group
259
Bessemer Group
New Jersey
$17K +$3.03K +28 +22%
AIC
260
Archer Investment Corporation
Indiana
$16.7K +$16.7K +150 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$16.6K – – –
HNB
262
Huntington National Bank
Ohio
$15.7K +$7.58K +68 +93%
WOSD
263
WFA of San Diego
California
$15.6K +$15.6K +140 New
AssetMark Inc
264
AssetMark Inc
California
$12.3K – – –
PA
265
Parallel Advisors
California
$11.6K +$3.34K +30 +41%
GRP
266
Global Retirement Partners
California
$9.14K -$446 -4 -5%
GA
267
GoalVest Advisory
New York
$6.58K +$6.58K +59 New
HWA
268
HHM Wealth Advisors
Tennessee
$5.91K – – –
LC
269
Lindbrook Capital
California
$5.35K +$1.78K +16 +50%
AAP
270
Arax Advisory Partners
Colorado
$5.13K +$4.35K +39 +557%
VCM
271
Versant Capital Management
Arizona
$5.02K +$1.23K +11 +32%
AF
272
Allworth Financial
California
$3.9K +$446 +4 +13%
BIA
273
Bell Investment Advisors
California
$3.46K +$1.23K +11 +55%
CWC
274
Carolinas Wealth Consulting
North Carolina
$3.34K -$669 -6 -17%
CWP
275
Concord Wealth Partners
Virginia
$3.34K – – –
9 10
11
12 13