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Advanced Energy
AEIS

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more call options, than puts

Call options by funds: $8.23M | Put options by funds: $4.53M

41% more capital invested

Capital invested by funds: $2.88B → $4.06B (+$1.18B)

11% more funds holding

Funds holding: 276 → 306 (+30)

0.2% more ownership

Funds ownership: 99.65% → 99.85% (+0.2%)

1% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 110

Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
BlackRock
BlackRock
New York
+$12.5M
4
Norges Bank
Norges Bank
Norway
+$6.08M
5
CSS
Cubist Systematic Strategies
Connecticut
+$5.82M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$37M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.4M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
-$20.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$17.2M
5
American Century Companies
American Century Companies
Missouri
-$7.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
276
Global Retirement Partners
California
$7.38K – – –
LJHT
277
Laurie J. Hall Trustee
$6K -$3.78K -45 -39%
Bessemer Group
278
Bessemer Group
New Jersey
$6K – – –
ST
279
Sageworth Trust
Pennsylvania
$5K – – –
PA
280
Parallel Advisors
California
$4.63K +$672 +8 +17%
TWP
281
TFO Wealth Partners
Ohio
$4.6K +$10.2K +121 New
STCOSD
282
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
CWC
283
Carolinas Wealth Consulting
North Carolina
$3.09K -$168 -2 -5%
CA
284
Centerpoint Advisors
Massachusetts
$3K – – –
IA
285
IFP Advisors
Florida
$3K – – –
VCM
286
Versant Capital Management
Arizona
$2.92K – – –
LC
287
Lindbrook Capital
California
$2.75K +$1.26K +15 +88%
AF
288
Allworth Financial
California
$2.66K +$588 +7 +29%
CWP
289
Concord Wealth Partners
Virginia
$2.57K +$2.52K +30 New
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$2.4K +$252 +3 +12%
JWA
291
JFS Wealth Advisors
Pennsylvania
$2.23K +$168 +2 +8%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$2K +$84 +1 +4%
BWA
293
BDO Wealth Advisors
Florida
$1.97K – – –
SC
294
Schubert & Co
Texas
$1.97K +$168 +2 +10%
GI
295
Gradient Investments
Minnesota
$1.29K +$1.26K +15 New
BIA
296
Bell Investment Advisors
California
$1.2K -$2.18K -26 -65%
C
297
Covestor
United Kingdom
$1K -$26.7K -318 -98%
SFG
298
Steward Financial Group
Texas
$1K +$1.01K +12 New
SIC
299
SJS Investment Consulting
Ohio
$858 +$504 +6 +150%
GWS
300
Glassman Wealth Services
Virginia
$686 -$588 -7 -47%
9 10 11
12
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AEIS Hedge Fund Activity: Q4 2022 in Review

306 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2022, worth a combined $4.06B — up 41% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AEIS positions and 18 closed out — a net gain of 32 holders — while 109 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27M. The largest seller was Massachusetts Financial Services, cutting an estimated $37M.

  • 306 institutional investors held Advanced Energy (AEIS) as of Q4 2022, up from 276 in Q3 2022.
  • Funds reported $4.06B of Advanced Energy stock for Q4 2022, up 41% quarter-over-quarter.
  • 50 funds opened new Advanced Energy positions in Q4 2022 and 18 closed out, a net change of +32 holders.
  • The largest Advanced Energy buyer in Q4 2022 was Fidelity Investments, an estimated $27M added.
  • The largest Advanced Energy seller in Q4 2022 was Massachusetts Financial Services, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2022.