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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.69M
2
Ameriprise
2
Ameriprise
Minnesota
$262M
3
Victory Capital Management
3
Victory Capital Management
Texas
$159M
4
American Century Companies
4
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
301
Schonfeld Strategic Advisors
New York
– -$408K -4,756 Closed
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
– -$320K -3,725 Closed
Two Sigma Investments
303
Two Sigma Investments
New York
– -$316K -3,680 Closed
XT
304
XTX Topco
Cayman Islands
– -$279K -3,256 Closed
PAS
305
Park Avenue Securities
New York
– -$245K -2,861 Closed
IFU
306
iSAM Funds (UK)
United Kingdom
– -$231K -2,698 Closed
DU
307
Delphia (USA)
Ontario, Canada
– -$203K -2,363 Closed
EDRH
308
Edmond de Rothschild Holding
Switzerland
– -$108K -1,261 Closed
CMF
309
Counterpoint Mutual Funds
California
– -$106K -1,231 Closed
CASC
310
Coppell Advisory Solutions Corp
Texas
– -$89.7K -1,046 Closed
CAS
311
Coppell Advisory Solutions
Texas
– -$89.7K -1,046 Closed
SWA
312
Sutton Wealth Advisors
Florida
– -$77.7K -906 Closed
Amundi
313
Amundi
France
– -$43K -501 Closed
QL
314
Quarry LP
New York
– -$37.4K -436 Closed
DFCM
315
Dark Forest Capital Management
Puerto Rico
– -$25.1K -293 Closed
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
– -$23K -273 Closed
BWM
317
BerganKDV Wealth Management
Minnesota
– -$12.9K -150 Closed
CS
318
Comerica Securities
Michigan
– -$12.4K -144 Closed
WOSD
319
WFA of San Diego
California
– -$12K -140 Closed
MIM
320
Macroview Investment Management
Maryland
– -$11.2K -130 Closed
FGAM
321
Financial Gravity Asset Management
Texas
– -$213 -86 Closed
LJHT
322
Laurie J. Hall Trustee
– -$6K -70 Closed
CA
323
Centerpoint Advisors
Massachusetts
– -$3K -32 Closed
GI
324
Gradient Investments
Minnesota
– -$1.29K -15 Closed
9 10 11 12
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