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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 %
ICM
301
III Capital Management
Florida
– – -8,700 Closed
Daiwa Securities Group
302
Daiwa Securities Group
Japan
– – -8,700 Closed
WA
303
Whitebox Advisors
Minnesota
– – -8,700 Closed
Teacher Retirement System of Texas
304
Teacher Retirement System of Texas
Texas
– – -8,448 Closed
VanEck Associates
305
VanEck Associates
New York
– – -7,139 Closed
SC
306
Sculptor Capital
New York
– – -6,900 Closed
GCP
307
GSA Capital Partners
United Kingdom
– – -6,605 Closed
XT
308
XTX Topco
Cayman Islands
– – -4,375 Closed
TD Asset Management
309
TD Asset Management
Ontario, Canada
– – -3,700 Closed
KI
310
Kapitalo Investimentos
Brazil
– – -3,634 Closed
SG Americas Securities
311
SG Americas Securities
New York
– – -3,292 Closed
FA
312
FDx Advisors
Illinois
– – -3,084 Closed
BC
313
Bridgefront Capital
Texas
– – -2,678 Closed
MM
314
MQS Management
New York
– – -2,134 Closed
BRWA
315
B. Riley Wealth Advisors
Florida
– – -2,014 Closed
CAS
316
Coppell Advisory Solutions
Texas
– – -523 Closed
RTC
317
Riverview Trust Company
Washington
– – -184 Closed
AAP
318
Arax Advisory Partners
Colorado
– – -46 Closed
CWP
319
Concord Wealth Partners
Virginia
– – -30 Closed
AWM
320
Abound Wealth Management
Tennessee
– – -4 Closed
Point72 Asset Management
321
Point72 Asset Management
Connecticut
– – – –
PI
322
PEAK6 Investments
Illinois
– – – –
SPPAM
323
Summit Partners Public Asset Management
Massachusetts
– – – –
CL
324
CSS LLC
Illinois
– – – –
Man Group
325
Man Group
United Kingdom
– – – –
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