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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
116
Closed
29
Calls
$6.07M
Puts
$19.2M
Net Calls
-$13.1M
Net Calls Change
-$12.2M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$40.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Axa
2
Axa
France
$443K
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.69M
4
SCM
4
Snyder Capital Management
California
$51.9M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
S
276
Sachetta
Massachusetts
$3.27K 30 +30 New
CWC
277
Carolinas Wealth Consulting
North Carolina
$3.05K 28 -2 -7%
DA
278
Denali Advisors
California
$3.05K 28 +28 New
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$2.83K 26 – –
PWMG
280
Private Wealth Management Group
New Jersey
$2.72K 25 +25 New
AEPWM
281
Atlantic Edge Private Wealth Management
Florida
$2.51K 23 +23 New
GA
282
GoalVest Advisory
New York
$2.29K 21 -61 -74%
JWA
283
JFS Wealth Advisors
Pennsylvania
$2.18K 20 -3 -13%
FFA
284
Farther Finance Advisors
California
$1.53K 14 +14 New
BIA
285
Bell Investment Advisors
California
$1.42K 13 -6 -32%
SIC
286
SJS Investment Consulting
Ohio
$1.09K 10 -1 -9%
GWS
287
Glassman Wealth Services
Virginia
$871 8 – –
AF
288
Advisornet Financial
Minnesota
$762 7 -1 -13%
TWP
289
TFO Wealth Partners
Ohio
$545 5 – –
DPW
290
DiNuzzo Private Wealth
Pennsylvania
$545 5 +5 New
HCP
291
Hexagon Capital Partners
Arkansas
$109 1 -4 -80%
Arrowstreet Capital
292
Arrowstreet Capital
Massachusetts
– – -119,688 Closed
HSA
293
Hussman Strategic Advisors
Maryland
– – -26,250 Closed
Renaissance Technologies
294
Renaissance Technologies
New York
– – -25,322 Closed
DFCM
295
Dark Forest Capital Management
Puerto Rico
– – -19,514 Closed
MCM
296
Moore Capital Management
New York
– – -17,500 Closed
SFM
297
Soros Fund Management
New York
– – -17,500 Closed
EP
298
Edgestream Partners
New Jersey
– – -15,336 Closed
HI
299
HBK Investments
Texas
– – -10,900 Closed
Hudson Bay Capital Management
300
Hudson Bay Capital Management
Connecticut
– – -8,700 Closed
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12
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