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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.

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
1
Fidelity Investments
Massachusetts
$415M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M
3
Macquarie Group
3
Macquarie Group
Australia
$21.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24M
5
Jane Street
5
Jane Street
New York
$7.79M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$113M
2
Ameriprise
2
Ameriprise
Minnesota
$255M
3
Comerica Bank
3
Comerica Bank
Texas
$1.94M
4
State Street
4
State Street
Massachusetts
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
326
Financial Gravity Asset Management
Texas
– -$276 -111 Closed
2L
327
25 LLC
Missouri
– -$1.3K -11 Closed
BTI
328
Blue Trust Inc
Georgia
– -$1K -8 Closed
DI
329
Disciplined Investments
Oklahoma
– -$780 -7 Closed
10 11 12 13
14