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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 %
DIA
301
Dean Investment Associates
Ohio
– -$1.97M -17,694 Closed
GCM
302
Graham Capital Management
Connecticut
– -$1.87M -16,743 Closed
LCM
303
Legato Capital Management
California
– -$1.02M -9,173 Closed
DCM
304
Dean Capital Management
Kansas
– -$786K -7,048 Closed
JF
305
Jump Financial
Illinois
– -$679K -6,093 Closed
DCM
306
Dupont Capital Management
Delaware
– -$632K -5,675 Closed
WHG
307
Westwood Holdings Group
Texas
– -$593K -5,320 Closed
SSA
308
Schonfeld Strategic Advisors
New York
– -$592K -5,309 Closed
SM
309
Sciencast Management
New Jersey
– -$559K -5,130 Closed
Squarepoint
310
Squarepoint
New York
– -$564K -5,062 Closed
LNB
311
Ledyard National Bank
– -$560K -5,022 Closed
VIA
312
Vident Investment Advisory
Georgia
– -$493K -4,427 Closed
Verition Fund Management
313
Verition Fund Management
Connecticut
– -$412K -3,693 Closed
AA
314
ALPS Advisors
Colorado
– -$382K -3,430 Closed
EGM
315
Engineers Gate Manager
New York
– -$381K -3,420 Closed
V
316
Veritable
Delaware
– -$372K -3,340 Closed
PRC
317
Pearl River Capital
Michigan
– -$291K -2,610 Closed
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
– -$243K -2,193 Closed
DWP
319
Daymark Wealth Partners
Ohio
– -$242K -2,167 Closed
FBT
320
First Bank & Trust
South Dakota
– -$224K -2,013 Closed
I
321
InceptionR
California
– -$221K -1,986 Closed
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
– -$203K -1,823 Closed
Bank Julius Baer & Co
323
Bank Julius Baer & Co
Switzerland
– -$124K -1,110 Closed
PI
324
PineBridge Investments
New York
– -$53.4K -479 Closed
HIIFS
325
Harel Insurance Investments & Financial Services
Israel
– -$45K -410 Closed
10 11 12
13
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