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Advanced Energy
AEIS

Overview Fund Activity

267 hedge funds and large institutions have $3.21B invested in Advanced Energy in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 30 closing their positions.

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
109
Reduced
96
Closed
30
Calls
$2.51M
Puts
$2.13M
Net Calls
+$386K
Net Calls Change
-$2.27M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$81.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Bank of America
3
Bank of America
North Carolina
$31.9M
4
TCM
4
Tributary Capital Management
Nebraska
$11.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$183M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$22.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11M
3
FP
3
Foundry Partners
Minnesota
$3.88M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FM
276
Freemont Management
Switzerland
– – -2,688 Closed
FIM
277
Freedom Investment Management
Connecticut
– – -2,278 Closed
DT
278
Diversified Trust
Tennessee
– – -2,272 Closed
DJYG
279
David J. Yvars Group
Florida
– – -2,205 Closed
GFPC
280
Global Financial Private Client
Florida
– – -1,344 Closed
PHK
281
Point72 Hong Kong
Hong Kong
– – -1,153 Closed
AIC
282
Archer Investment Corporation
Indiana
– – -470 Closed
IFAM
283
Institutional & Family Asset Management
Colorado
– – -447 Closed
SFM
284
Signet Financial Management
New Jersey
– – -331 Closed
CWS
285
Confluence Wealth Services
Pennsylvania
– – -295 Closed
BEI
286
Benjamin Edwards Inc
Missouri
– – -77 Closed
Walleye Trading
287
Walleye Trading
New York
– – -46 Closed
WPA
288
West Paces Advisors
Georgia
– – -28 Closed
SWM
289
Spire Wealth Management
Virginia
– – -16 Closed
FHA
290
First Horizon Advisors
Tennessee
$0 5 -14 -74%
MP
291
McDonald Partners
Ohio
– – -7 Closed
ACM
292
Absolute Capital Management
Pennsylvania
– – -7 Closed
Group One Trading
293
Group One Trading
Illinois
– – – –
Simplex Trading
294
Simplex Trading
Illinois
– – – –
SIC
295
SJS Investment Consulting
Ohio
$0 1 +1 New
MAM
296
Meeder Asset Management
Ohio
$0 1 +1 New
PO
297
Private Ocean
California
$0 3 +3 New
DI
298
Disciplined Investments
Oklahoma
$0 5 +5 New
CTC
299
Central Trust Company
Missouri
$0 7 +7 New
8 9 10 11
12