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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

Holders
287
Holders Change
-19
Holders Change %
-6.21%
% 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
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.69M
2
Ameriprise
2
Ameriprise
Minnesota
$262M
3
Victory Capital Management
3
Victory Capital Management
Texas
$159M
4
American Century Companies
4
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
76
Hussman Strategic Advisors
Maryland
$3.65M 37,200 -9,300 -20%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$3.63M 37,047 -1,299 -3%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$3.59M 36,675 -10,469 -22%
Federated Hermes
79
Federated Hermes
Pennsylvania
$3.42M 34,849 +790 +2%
OAM
80
Oppenheimer Asset Management
New York
$3.39M 34,590 +1,018 +3%
CS
81
Credit Suisse
Switzerland
$3.37M 34,436 +2,141 +7%
TPSF
82
Texas Permanent School Fund
Texas
$3.34M 34,059 +8,927 +36%
OA
83
Oak Associates
Ohio
$3.24M 33,082 – –
Barclays
84
Barclays
United Kingdom
$3.2M 32,641 +14,508 +80%
GC
85
Globeflex Capital
California
$2.96M 30,199 +6,964 +30%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.95M 30,065 +20,098 +202%
DIA
87
Dean Investment Associates
Ohio
$2.94M 30,008 +9,683 +48%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.91M 29,648 +226 +0.8%
CI
89
Cambiar Investors
Colorado
$2.87M 29,268 -163 -0.6%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$2.85M 29,088 -61 -0.2%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$2.84M 28,995 +16,661 +135%
Prudential Financial
92
Prudential Financial
New Jersey
$2.82M 40,149 -55 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.81M 28,688 -1,606 -5%
Millennium Management
94
Millennium Management
New York
$2.69M 27,420 -472,608 -95%
SOADOR
95
State of Alaska Department of Revenue
Alaska
$2.51M 25,599 -429 -2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.49M 25,441 – –
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$2.35M 23,977 +10,481 +78%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$2.33M 23,742 +16,116 +211%
LPL Financial
99
LPL Financial
California
$2.32M 23,649 -1,482 -6%
JFG
100
Jefferies Financial Group
New York
$2.26M 23,040 +23,040 New
2 3
4
5 6