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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$3.12K – – –
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$2.79K -$780 -7 -22%
IA
278
IFP Advisors
Florida
$2.79K – – –
JWA
279
JFS Wealth Advisors
Pennsylvania
$2.56K – – –
BWA
280
BDO Wealth Advisors
Florida
$2.56K – – –
2L
281
25 LLC
Missouri
$1.3K +$1.3K +11 New
SIC
282
SJS Investment Consulting
Ohio
$1.12K -$223 -2 -17%
BTI
283
Blue Trust Inc
Georgia
$1K -$1K -8 -50%
GWS
284
Glassman Wealth Services
Virginia
$892 – – –
AF
285
Advisornet Financial
Minnesota
$780 – – –
DI
286
Disciplined Investments
Oklahoma
$780 – – –
AWM
287
Abound Wealth Management
Tennessee
$446 +$446 +4 New
FGAM
288
Financial Gravity Asset Management
Texas
$276 +$276 +111 New
HCP
289
Hexagon Capital Partners
Arkansas
$223 +$112 +1 +100%
TWP
290
TFO Wealth Partners
Ohio
$111 – – –
Comerica Bank
291
Comerica Bank
Texas
$1 +$1 +128,350 New
William Blair Investment Management
292
William Blair Investment Management
Illinois
– -$30.3M -309,260 Closed
ECM
293
ExodusPoint Capital Management
New York
– -$4.79M -48,878 Closed
JFG
294
Jefferies Financial Group
New York
– -$2.26M -23,040 Closed
TI
295
Trexquant Investment
Connecticut
– -$2.18M -22,224 Closed
Marshall Wace
296
Marshall Wace
United Kingdom
– -$1.71M -17,423 Closed
E
297
Ergoteles
New York
– -$1.7M -17,374 Closed
AWA
298
Arete Wealth Advisors
Illinois
– -$590K -11,567 Closed
Assenagon Asset Management
299
Assenagon Asset Management
Luxembourg
– -$1.1M -11,234 Closed
Allianz Asset Management
300
Allianz Asset Management
Germany
– -$755K -7,700 Closed
9 10 11
12
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