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Advanced Energy
AEIS

Overview Fund Activity

259 hedge funds and large institutions have $2.7B invested in Advanced Energy in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 25 closing their positions.

Holders
259
Holders Change
-8
Holders Change %
-3%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
97
Reduced
102
Closed
25
Calls
$8.83M
Puts
$2.59M
Net Calls
+$6.24M
Net Calls Change
+$5.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.2M
2
BAMCO Inc
2
BAMCO Inc
New York
$41.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.07M
5
Bank of America
5
Bank of America
North Carolina
$33.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$137M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
176
CIM Investment Management
Pennsylvania
$265K 3,637 – –
V
177
Veritable
Delaware
$264K 3,624 +359 +11%
HighTower Advisors
178
HighTower Advisors
Illinois
$252K 3,434 -407 -11%
II
179
Inspire Investing
Idaho
$251K 3,442 +131 +4%
PHK
180
Point72 Hong Kong
Hong Kong
$251K 3,441 +3,441 New
CAN
181
Cetera Advisor Networks
California
$242K 3,311 -1,184 -26%
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$240K 3,295 -400 -11%
KBC Group
183
KBC Group
Belgium
$238K 3,266 +2,060 +171%
CGH
184
Crossmark Global Holdings
Texas
$236K 3,230 -210 -6%
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$227K 3,105 -1,918 -38%
BCI
186
Brinker Capital Investments
Pennsylvania
$224K 3,072 +4 +0.1%
Walleye Trading
187
Walleye Trading
New York
$219K 3,007 +3,007 New
FTDI
188
First Trust Direct Indexing
Massachusetts
$215K 2,942 -29 -1%
SCA
189
Snowden Capital Advisors
New York
$213K 2,932 +509 +21%
AIP
190
Ameritas Investment Partners
Nebraska
$205K 2,818 -132 -4%
VIA
191
Vident Investment Advisory
Georgia
$203K 2,818 +120 +4%
IFS
192
Ifrah Financial Services
Arkansas
$202K 2,768 -53 -2%
HWMA
193
Heritage Wealth Management (Arizona)
Arizona
$171K 2,341 +605 +35%
SPIA
194
Steward Partners Investment Advisory
New York
$165K 2,257 – –
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$162K 2,216 -153 -6%
US Bancorp
196
US Bancorp
Minnesota
$152K 2,085 +256 +14%
FHA
197
First Horizon Advisors
Tennessee
$133K 1,832 +1,827 +36,540%
FBT
198
First Bank & Trust
South Dakota
$116K 1,582 +477 +43%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$112K 1,531 +30 +2%
SO
200
STRS Ohio
Ohio
$109K 1,500 – –
6 7
8
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