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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-19
Holders Change %
-6.21%
% 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
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.69M
2
Ameriprise
2
Ameriprise
Minnesota
$262M
3
Victory Capital Management
3
Victory Capital Management
Texas
$159M
4
American Century Companies
4
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$660K -$88.2K -900 -12%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$649K -$14.5K -148 -2%
AAM
153
Azzad Asset Management
Virginia
$642K +$13.6K +139 +2%
HF
154
HRT Financial
New York
$638K -$1.11M -11,312 -63%
KeyBank National Association
155
KeyBank National Association
Ohio
$634K -$58.3K -595 -8%
PP
156
PDT Partners
New York
$625K – – –
LCM
157
Legato Capital Management
California
$615K +$290K +2,962 +89%
DCM
158
Dean Capital Management
Kansas
$615K +$290K +2,962 +89%
DCM
159
Dupont Capital Management
Delaware
$611K -$231K -2,356 -27%
Point72 Asset Management
160
Point72 Asset Management
Connecticut
$606K +$606K +6,186 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$603K – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$602K -$12.1K -123 -2%
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$591K -$425K -4,329 -42%
AWA
164
Arete Wealth Advisors
Illinois
$590K -$325K -6,377 -36%
Calamos Advisors
165
Calamos Advisors
Illinois
$585K +$246K +2,514 +73%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$584K +$490 +5 +0.1%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$576K -$466K -4,766 -45%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$552K +$39.2K +400 +8%
ProShare Advisors
169
ProShare Advisors
Maryland
$533K -$47.3K -483 -8%
Corient Private Wealth
170
Corient Private Wealth
Florida
$524K +$524K +5,352 New
SFI
171
Susquehanna Fundamental Investments
Pennsylvania
$516K -$954K -9,734 -65%
ZCM
172
Zebra Capital Management
Connecticut
$495K +$495K +5,049 New
NYLIM
173
New York Life Investment Management
New York
$482K -$164K -1,669 -25%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$472K +$1.96K +20 +0.4%
RR
175
Robotti Robert
$463K – – –
5 6
7
8 9