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Advanced Energy
AEIS
AEIS
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
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
13% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 105
1% more funds holding
Funds holding: 291 → 295 (+4)
1.18% more ownership
Funds ownership: 101.1% → 102.28% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less call options, than puts
Call options by funds: $9.46M | Put options by funds: $10.4M
6% less capital invested
Capital invested by funds: $4.21B → $3.97B (-$241M)
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.68%
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
Boston,
Massachusetts
|
+$64.7M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$35.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.89M |
| 5 |
Jane Street
New York
|
+$7.12M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$48.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.6M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$12.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$10.2M |
| 5 |
Goldman Sachs
New York
|
-$9.23M |