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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$36.1M +$201K +1,802 +0.6%
Goldman Sachs
27
Goldman Sachs
New York
$26.8M -$847K -7,604 -3%
Wells Fargo
28
Wells Fargo
California
$26.6M +$583K +5,235 +2%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$25.3M -$874K -7,844 -3%
SEI Investments
30
SEI Investments
Pennsylvania
$21.3M -$985K -8,836 -4%
PA
31
Pinnacle Associates
New York
$20.7M -$820K -7,354 -4%
TCM
32
Tributary Capital Management
Nebraska
$19.4M -$304K -2,727 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$16.1M -$50.2M -450,200 -76%
FWIA
34
Fort Washington Investment Advisors
Ohio
$15.8M +$2.4M +21,500 +18%
HJGA
35
Hardman Johnston Global Advisors
Connecticut
$15.1M -$270K -2,420 -2%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$15M -$394K -3,538 -3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$14.7M -$316K -2,837 -2%
RA
38
Royce & Associates
New York
$14.3M -$2.12M -19,000 -13%
ClearBridge Investments
39
ClearBridge Investments
New York
$12.9M -$3.41M -30,636 -21%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$12.5M -$154K -1,381 -1%
GC
41
Guggenheim Capital
Illinois
$12.4M +$4.44M +39,859 +56%
Legal & General Group
42
Legal & General Group
United Kingdom
$12M -$131K -1,176 -1%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$11.5M +$35.6K +319 +0.3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$11.5M -$808K -7,248 -7%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$10.4M +$304K +2,729 +3%
SI
46
Scout Investments
Missouri
$10.3M -$298K -2,549 -3%
First Eagle Investment Management
47
First Eagle Investment Management
New York
$9.75M +$1.38M +12,342 +16%
Axa
48
Axa
France
$9.64M -$1.11M -9,974 -10%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$9.53M -$198K -1,776 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$9.09M +$100K +900 +1%
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