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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 %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$10.9M 99,690 +5,163 +5%
ClearBridge Investments
52
ClearBridge Investments
New York
$10.5M 96,628 +208 +0.2%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$9.01M 82,733 -2,307 -3%
SI
54
Scout Investments
Missouri
$8.99M 82,540 -1,291 -2%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$8.54M 78,429 -6,171 -7%
SGCIA
56
Smith Graham & Co Investment Advisors
Texas
$8.45M 77,567 -453 -0.6%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.43M 77,365 +30,829 +66%
Deutsche Bank
58
Deutsche Bank
Germany
$8.29M 76,144 -177 -0.2%
Swiss National Bank
59
Swiss National Bank
Switzerland
$8.08M 74,200 -8,400 -10%
PCM
60
Peregrine Capital Management
Minnesota
$7.86M 72,122 +72,122 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$7.42M 68,146 -842 -1%
PFC
62
Phocas Financial Corp
California
$7.18M 65,905 +1,167 +2%
HA
63
Homestead Advisers
Virginia
$6.98M 64,110 – –
CWM
64
Compass Wealth Management
Connecticut
$6.8M 62,458 -2,699 -4%
BCIM
65
British Columbia Investment Management
British Columbia, Canada
$6.7M 61,500 – –
Citadel Advisors
66
Citadel Advisors
Florida
$6.69M 61,411 -74,098 -55%
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
$6.67M 61,253 -44 -0.1%
Barclays
68
Barclays
United Kingdom
$6.61M 60,692 +41,525 +217%
UBS Group
69
UBS Group
Switzerland
$6.07M 55,760 +10,830 +24%
SCM
70
Shelton Capital Management
Colorado
$5.96M 54,699 +11 +0%
Jane Street
71
Jane Street
New York
$5.93M 54,442 -21,061 -28%
AllianceBernstein
72
AllianceBernstein
Tennessee
$5.9M 54,139 +528 +1%
UBS AM
73
UBS AM
Illinois
$5.48M 50,312 +2,207 +5%
CS
74
Credit Suisse
Switzerland
$5.34M 49,002 +10,638 +28%
Prudential Financial
75
Prudential Financial
New Jersey
$5.04M 46,231 -4,375 -9%
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3
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