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Advanced Energy
AEIS

Overview Fund Activity

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$933M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
3
Millennium Management
Millennium Management
New York
$42.9M
4
BlackRock
BlackRock
New York
$504M
5
Norges Bank
Norges Bank
Norway
$32.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.29M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
$12.1M
4
Victory Capital Management
Victory Capital Management
Texas
$156M
5
American Century Companies
American Century Companies
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
151
Truist Financial
North Carolina
$680K +$148K +1,726 +28%
MOACM
152
Mutual of America Capital Management
New York
$672K +$34.5K +402 +5%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$655K – – –
Russell Investments Group
154
Russell Investments Group
United Kingdom
$654K +$638K +7,433 +3,851%
FNBOO
155
First National Bank of Omaha
Nebraska
$645K -$59.5K -694 -8%
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$642K +$109K +1,274 +20%
Jane Street
157
Jane Street
New York
$639K -$558K -6,503 -47%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$637K +$84.3K +982 +15%
VRS
159
Virginia Retirement Systems
Virginia
$635K -$120K -1,400 -16%
KeyBank National Association
160
KeyBank National Association
Ohio
$606K +$90.5K +1,055 +18%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$593K – – –
Baird Financial Group
162
Baird Financial Group
Wisconsin
$580K +$298K +3,482 +106%
AWM
163
AE Wealth Management
Kansas
$570K -$11.2K -131 -2%
NYLIM
164
New York Life Investment Management
New York
$565K +$60.7K +708 +12%
IUHSA
165
Itau Unibanco Holding S.A.
Brazil
$558K +$558K +6,511 New
M1FG
166
Mach-1 Financial Group
Arkansas
$558K +$558K +6,507 New
AAM
167
Azzad Asset Management
Virginia
$550K +$4.2K +49 +0.8%
PP
168
PDT Partners
New York
$547K +$298K +3,469 +119%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$538K +$167K +1,948 +45%
HWMA
170
Heritage Wealth Management (Arizona)
Arizona
$533K +$293K +3,413 +122%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$527K – – –
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$511K +$511K +5,954 New
ProShare Advisors
173
ProShare Advisors
Maryland
$508K +$65.8K +767 +15%
WHG
174
Westwood Holdings Group
Texas
$474K -$12.9K -150 -3%
ACM
175
Aquatic Capital Management
Illinois
$472K +$137K +1,600 +41%
5 6
7
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