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Advanced Energy
AEIS

Overview Fund Activity

276 hedge funds and large institutions have $2.88B invested in Advanced Energy in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
276
Holders Change
+17
Holders Change %
+6.56%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
101
Reduced
104
Closed
18
Calls
$4.85M
Puts
$3.86M
Net Calls
+$983K
Net Calls Change
-$5.25M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$157M
3
SCM
3
Snyder Capital Management
California
$38.2M
4
BlackRock
4
BlackRock
New York
$443M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$30.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$136M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$55.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$1.56M
5
American Century Companies
5
American Century Companies
Missouri
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
276
Redwood Investment Management
Arizona
– – -4,003 Closed
VIA
277
Vident Investment Advisory
Georgia
– – -2,818 Closed
AWS
278
Atria Wealth Solutions
New York
– – -2,251 Closed
FBT
279
First Bank & Trust
South Dakota
– – -1,582 Closed
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
– – -1,531 Closed
HNB
281
Huntington National Bank
Ohio
– – -200 Closed
CFGS
282
Concourse Financial Group Securities
Alabama
– – -148 Closed
PFS
283
Prospera Financial Services
Texas
– – -142 Closed
WOSD
284
WFA of San Diego
California
– – -140 Closed
PFGIA
285
Patriot Financial Group Insurance Agency
Massachusetts
– – -102 Closed
SFG
286
Steward Financial Group
Texas
– – -14 Closed
SBL
287
Sargent Bickham Lagudis
Colorado
– – -10 Closed
CTC
288
Central Trust Company
Missouri
– – -7 Closed
PO
289
Private Ocean
California
– – -3 Closed
DI
290
Disciplined Investments
Oklahoma
$0 6 -1 -14%
Simplex Trading
291
Simplex Trading
Illinois
– – – –
BTI
292
Blue Trust Inc
Georgia
$0 3 – –
CFD
293
Creative Financial Designs
Indiana
– – – –
NC
294
NewSquare Capital
Pennsylvania
– – – –
CM
295
Caption Management
Oklahoma
– – – –
HCP
296
Hexagon Capital Partners
Arkansas
$0 1 +1 New
SIC
297
SJS Investment Consulting
Ohio
$0 4 +4 New
MAM
298
Meeder Asset Management
Ohio
$0 5 +4 +400%
8 9 10 11
12