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Advanced Energy
AEIS

Overview Fund Activity

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$415M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M
3
Macquarie Group
Macquarie Group
Australia
$21.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24M
5
Jane Street
Jane Street
New York
$7.79M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$113M
2
Ameriprise
Ameriprise
Minnesota
$255M
3
Comerica Bank
Comerica Bank
Texas
$1.94M
4
State Street
State Street
Massachusetts
$174M
5
Goldman Sachs
Goldman Sachs
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$6.6K +$4.02K +39 +156%
LC
277
Lindbrook Capital
California
$6.5K +$1.55K +15 +31%
HWA
278
HHM Wealth Advisors
Tennessee
$5.47K – – –
AAP
279
Arax Advisory Partners
Colorado
$4.75K – – –
VCM
280
Versant Capital Management
Arizona
$4.64K – – –
AF
281
Allworth Financial
California
$4.44K +$825 +8 +23%
CFD
282
Creative Financial Designs
Indiana
$3.92K +$3.92K +38 New
CWP
283
Concord Wealth Partners
Virginia
$3.09K – – –
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$2.68K -$206 -2 -7%
CWC
285
Carolinas Wealth Consulting
North Carolina
$2.62K – – –
IA
286
IFP Advisors
Florida
$2.58K – – –
JWA
287
JFS Wealth Advisors
Pennsylvania
$2.37K – – –
SFG
288
Steward Financial Group
Texas
$2K +$2K +28 New
BIA
289
Bell Investment Advisors
California
$1.96K -$1.24K -12 -39%
SIC
290
SJS Investment Consulting
Ohio
$1.14K +$103 +1 +10%
GWS
291
Glassman Wealth Services
Virginia
$825 – – –
AF
292
Advisornet Financial
Minnesota
$825 +$103 +1 +14%
ECM
293
Everence Capital Management
Indiana
$649 – – –
TWP
294
TFO Wealth Partners
Ohio
$557 +$446 +4 +400%
HCP
295
Hexagon Capital Partners
Arkansas
$516 +$310 +3 +150%
AWM
296
Abound Wealth Management
Tennessee
$413 – – –
HA
297
Heartland Advisors
Wisconsin
– -$2.79M -25,000 Closed
RL
298
Retireful LLC
Michigan
– -$2.19M -19,618 Closed
LCG
299
Lisanti Capital Growth
New York
– -$2.16M -19,385 Closed
CSS
300
Cubist Systematic Strategies
Connecticut
– -$2.12M -19,010 Closed
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12
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