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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-19
Holders Change %
-6.21%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.69M
2
Ameriprise
Ameriprise
Minnesota
$262M
3
Victory Capital Management
Victory Capital Management
Texas
$159M
4
American Century Companies
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bell Investment Advisors
California
$1.96K +$588 +6 +43%
AAS
277
Ameritas Advisory Services
Nebraska
$1.67K +$1.67K +17 New
IA
278
IFP Advisors
Florida
$1.66K -$466 -7 -22%
SIC
279
SJS Investment Consulting
Ohio
$1.18K +$196 +2 +20%
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$1.04K +$18 +180 +2%
BTI
281
Blue Trust Inc
Georgia
$1K +$1K +16 New
GWS
282
Glassman Wealth Services
Virginia
$784 – – –
AF
283
Advisornet Financial
Minnesota
$686 -$98 -1 -13%
AAP
284
Arax Advisory Partners
Colorado
$686 – – –
DI
285
Disciplined Investments
Oklahoma
$686 +$98 +1 +17%
ECM
286
Everence Capital Management
Indiana
$616 – – –
TWP
287
TFO Wealth Partners
Ohio
$98 -$11.8K -120 -99%
HCP
288
Hexagon Capital Partners
Arkansas
$98 – – –
FP
289
Foundry Partners
Minnesota
– -$4.68M -54,551 Closed
GCP
290
GSA Capital Partners
United Kingdom
– -$1.72M -20,063 Closed
AG
291
Algert Global
California
– -$1.09M -12,646 Closed
ADIM
292
Alpha DNA Investment Management
Maryland
– -$1.08M -12,627 Closed
GCM
293
Graham Capital Management
Connecticut
– -$1.04M -12,107 Closed
VI
294
Versor Investments
New York
– -$806K -9,391 Closed
AWM
295
AE Wealth Management
Kansas
– -$570K -6,647 Closed
IUHSA
296
Itau Unibanco Holding S.A.
Brazil
– -$558K -6,511 Closed
M1FG
297
Mach-1 Financial Group
Arkansas
– -$558K -6,507 Closed
WHG
298
Westwood Holdings Group
Texas
– -$474K -5,525 Closed
ACM
299
Aquatic Capital Management
Illinois
– -$472K -5,500 Closed
MML Investors Services
300
MML Investors Services
Massachusetts
– -$432K -5,035 Closed
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