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Advanced Energy
AEIS

Overview Fund Activity

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$415M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M
3
Macquarie Group
Macquarie Group
Australia
$21.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24M
5
Jane Street
Jane Street
New York
$7.79M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$113M
2
Ameriprise
Ameriprise
Minnesota
$255M
3
Comerica Bank
Comerica Bank
Texas
$1.94M
4
State Street
State Street
Massachusetts
$174M
5
Goldman Sachs
Goldman Sachs
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
151
Daiwa Securities Group
Japan
$897K +$897K +8,700 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$871K -$22K -213 -2%
QCM
153
QRG Capital Management
Illinois
$775K +$775K +7,518 New
VanEck Associates
154
VanEck Associates
New York
$736K +$221K +2,140 +43%
SSWM
155
Sheets Smith Wealth Management
North Carolina
$734K +$18K +175 +3%
Vontobel Holding
156
Vontobel Holding
Switzerland
$733K +$12.1K +117 +2%
FNBOO
157
First National Bank of Omaha
Nebraska
$732K -$13.6K -132 -2%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$724K +$121K +1,176 +20%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$719K +$108K +1,052 +18%
Walleye Trading
160
Walleye Trading
New York
$718K +$605K +5,864 +536%
SC
161
Sculptor Capital
New York
$712K +$712K +6,900 New
AAM
162
Azzad Asset Management
Virginia
$704K +$16.2K +157 +2%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$695K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$690K +$65.5K +635 +10%
GCP
165
GSA Capital Partners
United Kingdom
$681K +$445K +4,313 +188%
Truist Financial
166
Truist Financial
North Carolina
$666K -$3.61K -35 -0.5%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$634K – – –
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$622K -$134K -1,300 -18%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$621K +$63K +611 +11%
CAN
170
Cetera Advisor Networks
California
$610K +$244K +2,365 +67%
Man Group
171
Man Group
United Kingdom
$600K -$1.67M -15,012 Closed
ProShare Advisors
172
ProShare Advisors
Maryland
$591K -$15.5K -150 -3%
MML Investors Services
173
MML Investors Services
Massachusetts
$578K +$22.6K +219 +4%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$576K +$576K +5,582 New
Corient Private Wealth
175
Corient Private Wealth
Florida
$568K +$9.59K +93 +2%
5 6
7
8 9