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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
116
Closed
29
Calls
$6.07M
Puts
$19.2M
Net Calls
-$13.1M
Net Calls Change
-$12.2M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$40.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Axa
2
Axa
France
$443K
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.69M
4
SCM
4
Snyder Capital Management
California
$51.9M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBOO
151
First National Bank of Omaha
Nebraska
$744K 6,834 -265 -4%
AG
152
Algert Global
California
$738K 6,780 +3,130 +86%
Creative Planning
153
Creative Planning
Kansas
$738K 6,772 +3,059 +82%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$734K 6,737 – –
US Bancorp
155
US Bancorp
Minnesota
$698K 6,405 +1,254 +24%
ECM
156
Everence Capital Management
Indiana
$685K 6,290 – –
MML Investors Services
157
MML Investors Services
Massachusetts
$684K 6,277 +668 +12%
SF
158
Synovus Financial
Georgia
$679K 6,238 +1,002 +19%
GT
159
Glenmede Trust
Pennsylvania
$674K 6,187 +2,244 +57%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$671K 6,160 +138 +2%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$655K 6,013 -20 -0.3%
Walleye Trading
162
Walleye Trading
New York
$649K 5,962 -996 -14%
TPI
163
Trust Point Inc
Wisconsin
$636K 5,838 +5,838 New
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$622K 5,714 -435 -7%
Truist Financial
165
Truist Financial
North Carolina
$607K 5,574 -889 -14%
HighTower Advisors
166
HighTower Advisors
Illinois
$585K 5,345 +852 +19%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$581K 5,336 -246 -4%
KeyBank National Association
168
KeyBank National Association
Ohio
$570K 5,235 +785 +18%
NRD
169
Nebula Research & Development
New York
$551K 5,060 +5,060 New
CAN
170
Cetera Advisor Networks
California
$544K 4,990 -930 -16%
RR
171
Robotti Robert
$515K 4,725 – –
BF
172
BOK Financial
Oklahoma
$513K 4,707 – –
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$510K 4,686 -352 -7%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$509K 4,673 +81 +2%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$485K 4,453 – –
5 6
7
8 9