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Advanced Energy
AEIS

Overview Fund Activity

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$415M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M
3
Macquarie Group
Macquarie Group
Australia
$21.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24M
5
Jane Street
Jane Street
New York
$7.79M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$113M
2
Ameriprise
Ameriprise
Minnesota
$255M
3
Comerica Bank
Comerica Bank
Texas
$1.94M
4
State Street
State Street
Massachusetts
$174M
5
Goldman Sachs
Goldman Sachs
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
126
Moody Aldrich Partners
Massachusetts
$1.47M +$1.47M +14,229 New
JFG
127
Jefferies Financial Group
New York
$1.43M +$1.43M +13,900 New
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$1.43M -$77.9K -755 -5%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$1.41M – – –
American Century Companies
130
American Century Companies
Missouri
$1.39M +$157K +1,521 +13%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$1.39M -$4.95K -48 -0.4%
HF
132
HRT Financial
New York
$1.29M -$212K -2,053 -14%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M – – –
BBVA
134
Banco Bilbao Vizcaya Argentaria
Spain
$1.22M +$83.2K +807 +7%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$1.16M -$46.7K -453 -4%
TCA
136
Transcend Capital Advisors
New Jersey
$1.15M – – –
HI
137
HBK Investments
Texas
$1.12M +$1.12M +10,900 New
PFO
138
Pathstone Family Office
New Jersey
$1.12M +$298K +2,891 +36%
VRS
139
Virginia Retirement Systems
Virginia
$1.11M +$351K +3,400 +46%
ASRS
140
Arizona State Retirement System
Arizona
$1.1M +$17.1K +166 +2%
Stifel Financial
141
Stifel Financial
Missouri
$1.07M -$246K -2,386 -19%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$1.06M -$10.6K -103 -1%
Fuller & Thaler Asset Management
143
Fuller & Thaler Asset Management
California
$1.04M +$10.7K +104 +1%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$1.04M +$371K +3,604 +56%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$1.03M -$37.5K -364 -4%
NAM
146
NorthCrest Asset Manangement
Minnesota
$990K -$10.3K -100 -1%
OQS
147
Occudo Quantitative Strategies
Florida
$958K -$1.28M -12,450 -57%
WA
148
Whitebox Advisors
Minnesota
$897K +$897K +8,700 New
Hudson Bay Capital Management
149
Hudson Bay Capital Management
Connecticut
$897K +$897K +8,700 New
ICM
150
III Capital Management
Florida
$897K +$897K +8,700 New
4 5
6
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