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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$779K -$7.58K -68 -1%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$773K +$891 +8 +0.1%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$751K – – –
AAM
154
Azzad Asset Management
Virginia
$744K +$13.8K +124 +2%
Truist Financial
155
Truist Financial
North Carolina
$724K -$208K -1,862 -22%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$720K +$49.3K +443 +7%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$685K – – –
JF
158
Jump Financial
Illinois
$679K -$805K -7,224 -54%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$675K -$9.7K -87 -1%
KeyBank National Association
160
KeyBank National Association
Ohio
$673K -$47.9K -430 -7%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$660K -$3.9K -35 -0.6%
ProShare Advisors
162
ProShare Advisors
Maryland
$655K +$48.5K +435 +8%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$652K +$24.6K +221 +4%
DCM
164
Dupont Capital Management
Delaware
$632K -$62.6K -562 -9%
ECM
165
Everence Capital Management
Indiana
$617K – – –
Corient Private Wealth
166
Corient Private Wealth
Florida
$604K +$7.02K +63 +1%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$603K +$366K +3,288 +155%
MML Investors Services
168
MML Investors Services
Massachusetts
$601K +$601K +5,390 New
WHG
169
Westwood Holdings Group
Texas
$593K +$593K +5,320 New
SSA
170
Schonfeld Strategic Advisors
New York
$592K +$592K +5,309 New
FA
171
FDx Advisors
Illinois
$590K +$124K +1,115 +27%
Squarepoint
172
Squarepoint
New York
$564K -$615K -5,521 -52%
LNB
173
Ledyard National Bank
$560K +$40.3K +362 +8%
SM
174
Sciencast Management
New Jersey
$559K +$559K +5,130 New
VanEck Associates
175
VanEck Associates
New York
$557K +$557K +4,999 New
5 6
7
8 9