AEIS icon

Advanced Energy

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Shares
Change %
ETC
251
Exchange Traded Concepts
Oklahoma
$47.5K +$47.5K +461 New
CAS
252
Coppell Advisory Solutions
Texas
$44.9K +$44.9K +523 New
S
253
SignatureFD
Georgia
$41.2K +$2.78K +27 +7%
UB
254
UMB Bank
Missouri
$39.1K
Ohio Public Employees Retirement System (OPERS)
255
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K -$716 -7 -2%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$36K +$308 +3 +0.9%
WT
257
Whittier Trust
California
$27K
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$24.4K -$619 -6 -2%
PA
259
Parallel Advisors
California
$20.3K +$9.59K +93 +89%
RTC
260
Riverview Trust Company
Washington
$19K
CFGS
261
Concourse Financial Group Securities
Alabama
$18.6K -$1.44K -14 -7%
PTC
262
Private Trust Company
Ohio
$18.1K -$309 -3 -2%
GIA
263
GHP Investment Advisors
Colorado
$17K
Bessemer Group
264
Bessemer Group
New Jersey
$16K +$101 +1 +0.6%
AIC
265
Archer Investment Corporation
Indiana
$15.5K
WOSD
266
WFA of San Diego
California
$14.4K
CTC
267
Central Trust Company
Missouri
$12.2K +$12.2K +118 New
HNB
268
Huntington National Bank
Ohio
$12.2K -$2.37K -23 -16%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$11K -$4.33K -42 -28%
Russell Investments Group
270
Russell Investments Group
United Kingdom
$10.2K -$1.27M -12,359 -99%
AssetMark Inc
271
AssetMark Inc
California
$10.1K -$1.24K -12 -11%
GRP
272
Global Retirement Partners
California
$8.73K +$595 +6 +7%
GA
273
GoalVest Advisory
New York
$8.46K +$2.37K +23 +39%
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$7.43K +$7.43K +72 New
LFA
275
LGT Financial Advisors
Texas
$7.01K +$7.01K +68 New