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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$3.87M +$1.73M +15,543 +81%
Federated Hermes
77
Federated Hermes
Pennsylvania
$3.84M -$46K -413 -1%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$3.73M -$2.66M -23,839 -42%
TPSF
79
Texas Permanent School Fund
Texas
$3.68M -$113K -1,011 -3%
Prudential Financial
80
Prudential Financial
New Jersey
$3.52M +$697K +9,913 +25%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.49M +$187K +1,682 +6%
OA
82
Oak Associates
Ohio
$3.43M -$260K -2,337 -7%
GC
83
Globeflex Capital
California
$3.37M -$557 -5 -0%
SBH
84
Segall Bryant & Hamill
Illinois
$3.31M +$3.31M +29,717 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$3.29M +$50.4K +452 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.27M +$73.1K +656 +2%
Barclays
87
Barclays
United Kingdom
$3.14M -$504K -4,523 -14%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$2.94M -$1.15M -10,316 -28%
CI
89
Cambiar Investors
Colorado
$2.9M -$360K -3,228 -11%
HSA
90
Hussman Strategic Advisors
Maryland
$2.9M -$1.25M -11,200 -30%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.84M – – –
HA
92
Heartland Advisors
Wisconsin
$2.79M -$9.37M -84,075 -77%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$2.75M -$101K -902 -4%
LPL Financial
94
LPL Financial
California
$2.68M +$39.3K +353 +1%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$2.45M +$575K +5,157 +31%
OQS
96
Occudo Quantitative Strategies
Florida
$2.42M +$2.18M +19,576 +903%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$2.34M +$272K +2,437 +13%
YCM
98
Yousif Capital Management
Michigan
$2.32M -$136K -1,217 -6%
M&T Bank
99
M&T Bank
New York
$2.26M -$116K -1,040 -5%
AIG
100
American International Group
New York
$2.25M -$33.2K -298 -1%
2 3
4
5 6