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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 %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$1.17M 10,747 -12,342 -53%
GAA
127
Green Alpha Advisors
Colorado
$1.15M 10,559 -4,581 -30%
ASRS
128
Arizona State Retirement System
Arizona
$1.15M 10,526 -161 -2%
SCM
129
Semanteon Capital Management
Massachusetts
$1.14M 10,510 +10,510 New
Osaic Holdings
130
Osaic Holdings
Arizona
$1.11M 10,201 -5,055 -33%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.11M 10,193 -99 -1%
Millennium Management
132
Millennium Management
New York
$1.11M 10,160 -40,362 -80%
NAM
133
NorthCrest Asset Manangement
Minnesota
$1.05M 9,600 – –
Fuller & Thaler Asset Management
134
Fuller & Thaler Asset Management
California
$1.04M 9,511 -574 -6%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.02M 9,367 +2,391 +34%
BBVA
136
Banco Bilbao Vizcaya Argentaria
Spain
$986K 9,056 -2,807 -24%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$985K 9,041 -984 -10%
HF
138
HRT Financial
New York
$980K 9,002 -3,464 -28%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$943K 8,662 +1,637 +23%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$876K 8,045 -17,127 -68%
QCM
141
QRG Capital Management
Illinois
$873K 8,011 +493 +7%
OQS
142
Occudo Quantitative Strategies
Florida
$865K 7,938 -1,355 -15%
JFG
143
Jefferies Financial Group
New York
$860K 7,900 -6,000 -43%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$815K 7,478 +786 +12%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$771K 7,083 -45,383 -86%
ProShare Advisors
146
ProShare Advisors
Maryland
$769K 7,057 +1,330 +23%
AAM
147
Azzad Asset Management
Virginia
$764K 7,012 +181 +3%
SSWM
148
Sheets Smith Wealth Management
North Carolina
$760K 6,975 -140 -2%
Vontobel Holding
149
Vontobel Holding
Switzerland
$756K 6,940 -169 -2%
Corient Private Wealth
150
Corient Private Wealth
Florida
$746K 6,845 +1,337 +24%
4 5
6
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