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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 %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M +$32.5M +314,941 +1,005%
Morgan Stanley
27
Morgan Stanley
New York
$33.6M +$131K +1,271 +0.4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$24M +$9.1M +88,267 +61%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$23.3M -$123K -1,195 -0.5%
Wells Fargo
30
Wells Fargo
California
$23.3M -$1.31M -12,729 -5%
SEI Investments
31
SEI Investments
Pennsylvania
$22.5M +$2.79M +27,014 +14%
Macquarie Group
32
Macquarie Group
Australia
$21.9M +$21.9M +211,959 New
PA
33
Pinnacle Associates
New York
$18.4M -$805K -7,807 -4%
TCM
34
Tributary Capital Management
Nebraska
$18.3M +$264K +2,559 +1%
Goldman Sachs
35
Goldman Sachs
New York
$16.3M -$8.5M -82,441 -34%
FWIA
36
Fort Washington Investment Advisors
Ohio
$15M +$419K +4,060 +3%
Citadel Advisors
37
Citadel Advisors
Florida
$14M +$6.54M +63,393 +88%
HJGA
38
Hardman Johnston Global Advisors
Connecticut
$13.9M -$57.7K -560 -0.4%
Fisher Asset Management
39
Fisher Asset Management
Washington
$13.6M +$17.2K +167 +0.1%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$12.3M -$1.49M -14,494 -11%
RA
41
Royce & Associates
New York
$11.8M -$1.41M -13,685 -11%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.8M +$213K +2,069 +2%
GC
43
Guggenheim Capital
Illinois
$11.5M +$35.6K +345 +0.3%
Legal & General Group
44
Legal & General Group
United Kingdom
$10.9M -$245K -2,372 -2%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$10.5M -$139K -1,350 -1%
ClearBridge Investments
46
ClearBridge Investments
New York
$9.94M -$2M -19,364 -17%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$9.75M +$89.4K +867 +0.9%
SBH
48
Segall Bryant & Hamill
Illinois
$8.89M +$5.83M +56,519 +190%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$8.77M -$48.6K -471 -0.6%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$8.72M -$1.88M -18,214 -18%
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