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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 %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.5M 390,238 +43,967 +13%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$41.2M 378,199 +6,381 +2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$40.6M 372,623 +146,832 +65%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$40.3M 369,875 +10,275 +3%
Wells Fargo
30
Wells Fargo
California
$40.2M 369,438 +143,692 +64%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$32.6M 299,530 +225,198 +303%
Macquarie Group
32
Macquarie Group
Australia
$28.2M 259,243 +47,284 +22%
SEI Investments
33
SEI Investments
Pennsylvania
$25.2M 231,732 +13,779 +6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$21.3M 195,479 -37,463 -16%
PA
35
Pinnacle Associates
New York
$19.2M 176,683 -1,385 -0.8%
TCM
36
Tributary Capital Management
Nebraska
$18.9M 173,869 -3,195 -2%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$17.6M 162,020 +126,762 +360%
Citigroup
38
Citigroup
New York
$17.4M 160,120 +143,193 +846%
Goldman Sachs
39
Goldman Sachs
New York
$17M 155,709 -2,575 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$15.4M 136,985 +108,758 +385%
HJGA
41
Hardman Johnston Global Advisors
Connecticut
$14.6M 134,000 -595 -0.4%
Fisher Asset Management
42
Fisher Asset Management
Washington
$14.1M 129,459 -2,173 -2%
FWIA
43
Fort Washington Investment Advisors
Ohio
$12.8M 117,398 -28,070 -19%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$12.5M 115,070 +898 +0.8%
SBH
45
Segall Bryant & Hamill
Illinois
$12.3M 112,696 +26,460 +31%
GC
46
Guggenheim Capital
Illinois
$11.8M 108,038 -3,665 -3%
RA
47
Royce & Associates
New York
$11.6M 106,416 -7,900 -7%
Legal & General Group
48
Legal & General Group
United Kingdom
$11.4M 104,288 -1,446 -1%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$11.3M 103,910 +2,164 +2%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$10.9M 100,133 +16,040 +19%
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