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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-19
Holders Change %
-6.21%
% 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
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.69M
2
Ameriprise
2
Ameriprise
Minnesota
$262M
3
Victory Capital Management
3
Victory Capital Management
Texas
$159M
4
American Century Companies
4
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$1.26M +$271K +2,764 +27%
Lord, Abbett & Co
127
Lord, Abbett & Co
New Jersey
$1.24M – – –
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$1.18M -$40.2K -410 -3%
Jane Street
129
Jane Street
New York
$1.17M +$443K +4,521 +61%
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M -$174K -1,779 -13%
Osaic Holdings
131
Osaic Holdings
Arizona
$1.13M -$4.51K -46 -0.4%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M – – –
Assenagon Asset Management
133
Assenagon Asset Management
Luxembourg
$1.1M -$306K -3,123 -22%
TCA
134
Transcend Capital Advisors
New Jersey
$1.09M – – –
ASRS
135
Arizona State Retirement System
Arizona
$1.06M +$28.4K +290 +3%
Squarepoint
136
Squarepoint
New York
$1.04M -$43.9K -448 -4%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$1.03M +$16.9K +172 +2%
FLPIM
138
F.L. Putnam Investment Management
Massachusetts
$958K – – –
NAM
139
NorthCrest Asset Manangement
Minnesota
$951K +$29.4K +300 +3%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$885K +$157K +1,607 +22%
Fuller & Thaler Asset Management
141
Fuller & Thaler Asset Management
California
$833K +$486K +4,958 +140%
Truist Financial
142
Truist Financial
North Carolina
$819K +$41.8K +427 +5%
PFO
143
Pathstone Family Office
New Jersey
$814K -$1.16M -11,497 -59%
Allianz Asset Management
144
Allianz Asset Management
Germany
$755K +$755K +7,700 New
MOACM
145
Mutual of America Capital Management
New York
$754K -$13.4K -137 -2%
VRS
146
Virginia Retirement Systems
Virginia
$725K – – –
FNBOO
147
First National Bank of Omaha
Nebraska
$709K -$28.6K -292 -4%
Vontobel Holding
148
Vontobel Holding
Switzerland
$692K -$101K -1,034 -13%
EGM
149
Engineers Gate Manager
New York
$681K +$215K +2,198 +46%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$679K +$2.06K +21 +0.3%
4 5
6
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