AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
116
Closed
29
Calls
$6.07M
Puts
$19.2M
Net Calls
-$13.1M
Net Calls Change
-$12.2M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$40.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Axa
2
Axa
France
$443K
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.69M
4
SCM
4
Snyder Capital Management
California
$51.9M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
251
Eagle Bay Advisors
New York
$19.5K 179 -1,286 -88%
GIA
252
GHP Investment Advisors
Colorado
$19.4K 178 – –
PTC
253
Private Trust Company
Ohio
$19.2K 176 – –
CFGS
254
Concourse Financial Group Securities
Alabama
$18K 165 -15 -8%
LC
255
Lindbrook Capital
California
$16.7K 153 +90 +143%
AIC
256
Archer Investment Corporation
Indiana
$16.3K 150 – –
ASN
257
Advisory Services Network
Georgia
$16.3K 150 +150 New
Bessemer Group
258
Bessemer Group
New Jersey
$14K 128 -30 -19%
CTC
259
Central Trust Company
Missouri
$12.9K 118 – –
UB
260
UMB Bank
Missouri
$12.7K 117 -262 -69%
AssetMark Inc
261
AssetMark Inc
California
$11K 101 +3 +3%
HNB
262
Huntington National Bank
Ohio
$9.37K 86 -32 -27%
GRP
263
Global Retirement Partners
California
$8.83K 86 -2 -2%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$8.61K 79 -28 -26%
LFA
265
LGT Financial Advisors
Texas
$7.41K 68 – –
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$7.35K 72 – –
BTI
267
Blue Trust Inc
Georgia
$7K 70 +70 New
HWA
268
HHM Wealth Advisors
Tennessee
$5.77K 53 – –
AF
269
Allworth Financial
California
$5.56K 51 +8 +19%
TCWA
270
Turtle Creek Wealth Advisors
Texas
$5.56K 51 +51 New
IA
271
IFP Advisors
Florida
$5.45K 50 +25 +100%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$5.01K 46 -18 -28%
CFD
273
Creative Financial Designs
Indiana
$4.14K 38 – –
VCM
274
Versant Capital Management
Arizona
$3.7K 34 -11 -24%
BGAI
275
Bruce G. Allen Investments
Colorado
$3.49K 32 +32 New
9 10
11
12 13