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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 %
Canada Life
76
Canada Life
Manitoba, Canada
$4.44M 40,870 -706 -2%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$4.33M 39,738 -1,760 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.77M 34,578 +2,562 +8%
Federated Hermes
79
Federated Hermes
Pennsylvania
$3.74M 34,300 -157 -0.5%
GC
80
Globeflex Capital
California
$3.68M 33,807 +1,628 +5%
OAM
81
Oppenheimer Asset Management
New York
$3.67M 33,728 -922 -3%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$3.66M 33,567 -11,562 -26%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3.62M 33,220 -1,223 -4%
MAP
84
Moody Aldrich Partners
Massachusetts
$3.57M 32,790 +18,561 +130%
TPSF
85
Texas Permanent School Fund
Texas
$3.51M 32,205 +911 +3%
MOACM
86
Mutual of America Capital Management
New York
$3.46M 31,738 -927 -3%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$3.17M 29,098 -530 -2%
SCP
88
Seizert Capital Partners
Michigan
$3.1M 28,479 +11,846 +71%
OA
89
Oak Associates
Ohio
$3.09M 28,328 – –
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.81M 25,799 +4,650 +22%
LPL Financial
91
LPL Financial
California
$2.71M 24,842 +861 +4%
M&T Bank
92
M&T Bank
New York
$2.56M 23,513 +2,674 +13%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$2.5M 22,953 -492 -2%
CI
94
Cambiar Investors
Colorado
$2.47M 22,694 – –
IMRF
95
Illinois Municipal Retirement Fund
Illinois
$2.41M 22,089 -432 -2%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$2.33M 21,393 -2,038 -9%
RJA
97
Raymond James & Associates
Florida
$2.27M 20,823 +1,435 +7%
AIG
98
American International Group
New York
$2.23M 20,463 -188 -0.9%
MIM
99
MetLife Investment Management
New Jersey
$2.15M 19,728 – –
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$2.04M 18,700 -500 -3%
2 3
4
5 6