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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 %
Comerica Bank
101
Comerica Bank
Texas
$2.03M 18,640 -199 -1%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$2.03M 18,624 +8,552 +85%
YCM
103
Yousif Capital Management
Michigan
$2.01M 18,449 -1,212 -6%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$1.97M 18,074 -10,560 -37%
KTA
105
Keeley-Teton Advisors
Illinois
$1.95M 17,908 – –
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$1.9M 17,477 +726 +4%
NIM
107
Needham Investment Management
New York
$1.86M 17,082 +17,082 New
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$1.79M 16,397 -29 -0.2%
AB
109
Amalgamated Bank
New York
$1.74M 16,015 -900 -5%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$1.74M 15,954 +11,776 +282%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$1.73M 15,884 +15,884 New
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.67M 15,301 +1,650 +12%
QEI
113
QSV Equity Investors
Illinois
$1.62M 14,916 +14,916 New
RJFSA
114
Raymond James Financial Services Advisors
Florida
$1.49M 13,714 +273 +2%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$1.48M 13,549 -319 -2%
American Century Companies
116
American Century Companies
Missouri
$1.48M 13,544 +45 +0.3%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.44M 13,238 -40,352 -75%
TCA
118
Transcend Capital Advisors
New Jersey
$1.43M 13,134 +2,000 +18%
CAM
119
ClariVest Asset Management
California
$1.34M 12,317 -2,200 -15%
TRCT
120
Tower Research Capital (TRC)
New York
$1.34M 12,285 +11,132 +965%
Los Angeles Capital Management
121
Los Angeles Capital Management
California
$1.34M 12,265 +6,782 +124%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M 12,166 – –
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$1.22M 11,186 -17,578 -61%
Stifel Financial
124
Stifel Financial
Missouri
$1.2M 11,038 +621 +6%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$1.18M 10,856 -363 -3%
3 4
5
6 7