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Advanced Energy
AEIS

Overview Fund Activity

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.

Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.94%
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
AWA
1
Arete Wealth Advisors
Illinois
$933M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$178M
3
Millennium Management
3
Millennium Management
New York
$42.9M
4
BlackRock
4
BlackRock
New York
$504M
5
Norges Bank
5
Norges Bank
Norway
$32.2M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$33.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$3.29M
3
HJGA
3
Hardman Johnston Global Advisors
Connecticut
$12.1M
4
Victory Capital Management
4
Victory Capital Management
Texas
$156M
5
American Century Companies
5
American Century Companies
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$686 +$686 +8 New
AAP
302
Arax Advisory Partners
Colorado
$600 – – –
ECM
303
Everence Capital Management
Indiana
$540 – – –
DI
304
Disciplined Investments
Oklahoma
$515 – – –
FGAM
305
Financial Gravity Asset Management
Texas
$213 +$213 +86 New
HCP
306
Hexagon Capital Partners
Arkansas
$86 – – –
UBS AM
307
UBS AM
Illinois
– -$3.66M -47,221 Closed
NIM
308
Needham Investment Management
New York
– -$1.55M -20,000 Closed
CPC
309
Cookson Peirce & Co
Pennsylvania
– -$1.42M -18,354 Closed
ACM
310
AlphaCrest Capital Management
New York
– -$391K -5,050 Closed
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
– -$318K -4,108 Closed
VF
312
Virtu Financial
New York
– -$286K -3,699 Closed
MM
313
MQS Management
New York
– -$262K -3,390 Closed
Voloridge Investment Management
314
Voloridge Investment Management
Florida
– -$242K -3,129 Closed
Verition Fund Management
315
Verition Fund Management
Connecticut
– -$209K -2,695 Closed
PI
316
PEAK6 Investments
Illinois
– -$72K -929 Closed
PHK
317
Point72 Hong Kong
Hong Kong
– -$62K -803 Closed
Macquarie Group
318
Macquarie Group
Australia
– -$83K -404 Closed
Barrow, Hanley, Mewhinney & Strauss
319
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$10K -126 Closed
AIP
320
Almanack Investment Partners
Pennsylvania
– -$7K -84 Closed
CAL
321
Capital Advisors Ltd
Ohio
– -$1K -9 Closed
ACM
322
Absolute Capital Management
Pennsylvania
– -$641 -8 Closed
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