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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$4.52M -$634K -6,152 -12%
Canada Life
77
Canada Life
Manitoba, Canada
$4.29M +$34.6K +336 +0.8%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.28M -$411K -3,985 -9%
CS
79
Credit Suisse
Switzerland
$3.96M -$136K -1,322 -3%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$3.64M +$1.64M +15,933 +82%
OAM
81
Oppenheimer Asset Management
New York
$3.57M -$22.5K -218 -0.6%
Federated Hermes
82
Federated Hermes
Pennsylvania
$3.55M +$2.17K +21 +0.1%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3.55M -$151K -1,463 -4%
MOACM
84
Mutual of America Capital Management
New York
$3.37M +$2.61M +25,333 +346%
GC
85
Globeflex Capital
California
$3.32M +$205K +1,985 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.3M +$276K +2,672 +9%
TPSF
87
Texas Permanent School Fund
Texas
$3.23M -$181K -1,754 -5%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$3.06M +$9.08K +88 +0.3%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$3.01M +$1.78M +16,673 +144%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$2.97M -$483K -4,685 -14%
Capital Fund Management (CFM)
91
Capital Fund Management (CFM)
France
$2.95M -$707K -6,860 -19%
OA
92
Oak Associates
Ohio
$2.92M -$249K -2,417 -8%
HSA
93
Hussman Strategic Advisors
Maryland
$2.71M +$25.8K +250 +1%
Renaissance Technologies
94
Renaissance Technologies
New York
$2.61M +$1.24M +12,000 +90%
COPPSERS
95
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.6M -$1.78M -17,255 -41%
Lazard Asset Management
96
Lazard Asset Management
New York
$2.53M +$2.49M +24,149 +6,338%
LPL Financial
97
LPL Financial
California
$2.47M -$2.17K -21 -0.1%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$2.42M -$129K -1,252 -5%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$2.42M +$249K +2,419 +12%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$2.38M +$115K +1,112 +5%
2 3
4
5 6