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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
126
Millennium Management
New York
$1.41M -$1.65M -14,775 -54%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$1.39M -$1.26M -11,284 -48%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M +$73.1K +656 +6%
American Century Companies
129
American Century Companies
Missouri
$1.33M -$10.4M -93,268 -89%
Jane Street
130
Jane Street
New York
$1.33M -$8.69K -78 -0.7%
Osaic Holdings
131
Osaic Holdings
Arizona
$1.31M +$19.5K +175 +2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$1.3M -$182K -1,614 -12%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.3M -$38K -341 -3%
TCA
134
Transcend Capital Advisors
New Jersey
$1.24M – – –
BBVA
135
Banco Bilbao Vizcaya Argentaria
Spain
$1.23M -$77.2K -693 -6%
ASRS
136
Arizona State Retirement System
Arizona
$1.17M -$34.5K -310 -3%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$1.16M -$28.9K -259 -2%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$1.16M -$12.3K -110 -1%
Fuller & Thaler Asset Management
139
Fuller & Thaler Asset Management
California
$1.11M +$165K +1,484 +17%
NAM
140
NorthCrest Asset Manangement
Minnesota
$1.08M – – –
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$1.08M -$9.59K -86 -0.9%
LCM
142
Legato Capital Management
California
$1.02M +$323K +2,901 +46%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$965K -$41.2K -370 -4%
PFO
144
Pathstone Family Office
New Jersey
$887K -$14K -126 -2%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$885K +$223K +1,981 +34%
VRS
146
Virginia Retirement Systems
Virginia
$825K – – –
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$817K +$281K +2,520 +52%
MOACM
148
Mutual of America Capital Management
New York
$817K -$40.8K -366 -5%
FNBOO
149
First National Bank of Omaha
Nebraska
$806K – – –
DCM
150
Dean Capital Management
Kansas
$786K +$86.5K +776 +12%
4 5
6
7 8