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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 %
FCH
151
Freestone Capital Holdings
Washington
$371K 5,090 -93 -2%
LNB
152
Ledyard National Bank
$356K 4,873 -500 -9%
BF
153
BOK Financial
Oklahoma
$349K 4,784 +4,784 New
Fuller & Thaler Asset Management
154
Fuller & Thaler Asset Management
California
$348K 4,772 -530 -10%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$348K 4,768 -440 -8%
RR
156
Robotti Robert
$345K 4,725 – –
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$330K 4,517 +21 +0.5%
DCM
158
Dean Capital Management
Kansas
$317K 4,338 -525 -11%
EVM
159
Eaton Vance Management
Massachusetts
$313K 4,290 -1,214 -22%
COI
160
Connable Office Inc
Michigan
$310K 4,251 +37 +0.9%
AWS
161
Atria Wealth Solutions
New York
$308K 2,251 +2,251 New
MML Investors Services
162
MML Investors Services
Massachusetts
$307K 4,212 +1,145 +37%
CL
163
CIM LLC
New York
$305K 4,066 -51 -1%
OQS
164
Occudo Quantitative Strategies
Florida
$305K 4,181 +37 +0.9%
GC
165
Globeflex Capital
California
$305K 4,178 +3,114 +293%
ACM
166
AlphaCrest Capital Management
New York
$300K 4,115 -4,091 -50%
SAM
167
Shell Asset Management
Netherlands
$299K 4,095 +896 +28%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$298K 4,081 +50 +1%
IIC
169
Integrated Investment Consultants
Michigan
$294K 4,023 -36 -0.9%
RIM
170
Redwood Investment Management
Arizona
$292K 4,003 -413 -9%
FA
171
FDx Advisors
Illinois
$288K 3,940 +31 +0.8%
P
172
Pitcairn
Pennsylvania
$288K 3,953 +341 +9%
CWAG
173
Compton Wealth Advisory Group
Virginia
$287K 3,936 -1,154 -23%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$281K 3,853 -14,014 -78%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$280K 3,831 – –
5 6
7
8 9