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Advanced Energy
AEIS

Overview Fund Activity

259 hedge funds and large institutions have $2.7B invested in Advanced Energy in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 25 closing their positions.

Holders
259
Holders Change
-8
Holders Change %
-3%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
97
Reduced
102
Closed
25
Calls
$8.83M
Puts
$2.59M
Net Calls
+$6.24M
Net Calls Change
+$5.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.2M
2
BAMCO Inc
2
BAMCO Inc
New York
$41.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.07M
5
Bank of America
5
Bank of America
North Carolina
$33.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$137M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vontobel Holding
126
Vontobel Holding
Switzerland
$727K 9,966 -540 -5%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$683K 9,358 +712 +8%
NAM
128
NorthCrest Asset Manangement
Minnesota
$671K 9,200 – –
BBVA
129
Banco Bilbao Vizcaya Argentaria
Spain
$655K 8,981 +1,286 +17%
Stifel Financial
130
Stifel Financial
Missouri
$618K 8,467 -2,375 -22%
Holocene Advisors
131
Holocene Advisors
New York
$592K 8,116 -17,295 -68%
FNBOO
132
First National Bank of Omaha
Nebraska
$559K 7,665 +1,500 +24%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$557K 7,637 – –
PFO
134
Pathstone Family Office
New Jersey
$542K 7,430 +160 +2%
SSWM
135
Sheets Smith Wealth Management
North Carolina
$504K 6,911 +1 +0%
MM
136
MQS Management
New York
$465K 6,366 +6,366 New
MOACM
137
Mutual of America Capital Management
New York
$460K 6,308 +880 +16%
ECM
138
Everence Capital Management
Indiana
$459K 6,290 – –
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$452K 6,204 -13 -0.2%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$449K 6,149 – –
Baird Financial Group
141
Baird Financial Group
Wisconsin
$444K 6,086 +115 +2%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$439K 6,022 -196 -3%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$431K 5,910 -1,811 -23%
KeyBank National Association
144
KeyBank National Association
Ohio
$427K 5,850 +590 +11%
Truist Financial
145
Truist Financial
North Carolina
$412K 5,638 +893 +19%
Man Group
146
Man Group
United Kingdom
– – -5,566 Closed
Verition Fund Management
147
Verition Fund Management
Connecticut
$402K 5,505 +5,505 New
NYLIM
148
New York Life Investment Management
New York
$395K 5,418 +5,418 New
ProShare Advisors
149
ProShare Advisors
Maryland
$387K 5,299 -3,094 -37%
GCP
150
GSA Capital Partners
United Kingdom
$383K 5,245 +5,245 New
4 5
6
7 8