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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCIM
51
British Columbia Investment Management
British Columbia, Canada
$9.08M 81,500 -23,500 -22%
SGCIA
52
Smith Graham & Co Investment Advisors
Texas
$9.06M 81,309 -3,627 -4%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$8.65M 77,632 +64,997 +514%
Deutsche Bank
54
Deutsche Bank
Germany
$8.27M 74,164 -8,917 -11%
Citadel Advisors
55
Citadel Advisors
Florida
$8.04M 72,116 +52,658 +271%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$7.76M 69,588 -300 -0.4%
CWM
57
Compass Wealth Management
Connecticut
$7.64M 68,547 +750 +1%
UBS Group
58
UBS Group
Switzerland
$7.5M 67,274 +15,273 +29%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.43M 66,624 +876 +1%
PFC
60
Phocas Financial Corp
California
$7.22M 64,799 -370 -0.6%
HA
61
Homestead Advisers
Virginia
$7.15M 64,110 – –
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$6.8M 61,017 -2,656 -4%
SCM
63
Shelton Capital Management
Colorado
$6.12M 54,886 -163 -0.3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$6.08M 54,565 -419 -0.8%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$5.57M 49,940 +4,553 +10%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$5.38M 48,284 +41,665 +629%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$5.07M 45,483 -1,340 -3%
UBS AM
68
UBS AM
Illinois
$4.95M 50,500 – –
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.73M 42,427 +2,845 +7%
Canada Life
70
Canada Life
Manitoba, Canada
$4.6M 41,240 -1,442 -3%
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$4.51M 40,446 -44,170 -52%
CS
72
Credit Suisse
Switzerland
$4.42M 39,686 +5,250 +15%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$4M 35,906 -1,141 -3%
Capital Fund Management (CFM)
74
Capital Fund Management (CFM)
France
$3.96M 35,494 -4,134 -10%
OAM
75
Oppenheimer Asset Management
New York
$3.89M 34,868 +278 +0.8%
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