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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 Market Value Shares Shares
Change 		Shares
Change %
First Eagle Investment Management
51
First Eagle Investment Management
New York
$8.67M 84,093 -3,375 -4%
SI
52
Scout Investments
Missouri
$8.57M 83,831 -4,653 -5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$8.52M 82,600 +1,000 +1%
Axa
54
Axa
France
$8.21M 79,663 -6,877 -8%
SGCIA
55
Smith Graham & Co Investment Advisors
Texas
$8.05M 78,020 -3,289 -4%
Deutsche Bank
56
Deutsche Bank
Germany
$7.87M 76,321 +2,157 +3%
Jane Street
57
Jane Street
New York
$7.79M 75,503 +63,608 +535%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$7.67M 74,332 -3,300 -4%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$7.11M 68,988 -600 -0.9%
CWM
60
Compass Wealth Management
Connecticut
$6.72M 65,157 -3,390 -5%
PFC
61
Phocas Financial Corp
California
$6.68M 64,738 -61 -0.1%
HA
62
Homestead Advisers
Virginia
$6.61M 64,110 – –
BCIM
63
British Columbia Investment Management
British Columbia, Canada
$6.34M 61,500 -20,000 -25%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$6.32M 61,297 +280 +0.5%
SCM
65
Shelton Capital Management
Colorado
$5.64M 54,688 -198 -0.4%
AllianceBernstein
66
AllianceBernstein
Tennessee
$5.53M 53,611 -954 -2%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$5.53M 53,590 +38,596 +257%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$5.43M 52,645 +4,361 +9%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$5.41M 52,466 +26,107 +99%
Prudential Financial
70
Prudential Financial
New Jersey
$5.22M 50,606 +544 +1%
Millennium Management
71
Millennium Management
New York
$5.21M 50,522 +37,877 +300%
UBS AM
72
UBS AM
Illinois
$4.96M 48,105 -2,395 -5%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.8M 46,536 -20,088 -30%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$4.65M 45,129 +30,348 +205%
UBS Group
75
UBS Group
Switzerland
$4.63M 44,930 -22,344 -33%
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