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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 %
FCH
176
Freestone Capital Holdings
Washington
$460K – – –
LNB
177
Ledyard National Bank
$457K -$16.1K -164 -3%
BF
178
BOK Financial
Oklahoma
$455K -$13.8K -141 -3%
PAMS
179
Pictet Asset Management (Switzerland)
Switzerland
$420K – – –
COI
180
Connable Office Inc
Michigan
$417K – – –
Allspring Global Investments
181
Allspring Global Investments
North Carolina
$413K +$39.6K +404 +11%
DTL
182
Dynamic Technology Lab
Singapore
$409K -$371K -3,780 -48%
CL
183
CIM LLC
New York
$402K -$13.5K -138 -3%
P
184
Pitcairn
Pennsylvania
$401K -$8.33K -85 -2%
Man Group
185
Man Group
United Kingdom
$399K -$347K -4,046 Closed
IIC
186
Integrated Investment Consultants
Michigan
$378K +$1.47K +15 +0.4%
VIA
187
Vident Investment Advisory
Georgia
$376K +$145K +1,477 +63%
CIM
188
CIM Investment Management
Pennsylvania
$369K +$12.6K +129 +4%
FA
189
FDx Advisors
Illinois
$358K – – –
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$341K – – –
CAN
191
Cetera Advisor Networks
California
$336K +$10.7K +109 +3%
Two Sigma Advisers
192
Two Sigma Advisers
New York
$333K -$88.2K -900 -21%
AA
193
ALPS Advisors
Colorado
$333K +$333K +3,400 New
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$329K – – –
V
195
Veritable
Delaware
$327K +$25.8K +263 +9%
CGH
196
Crossmark Global Holdings
Texas
$324K +$28.7K +294 +10%
HighTower Advisors
197
HighTower Advisors
Illinois
$317K +$3.95K +40 +1%
US Bancorp
198
US Bancorp
Minnesota
$316K +$44.3K +452 +16%
Mariner
199
Mariner
Kansas
$308K +$29.9K +305 +11%
VPIM
200
Vanguard Personalized Indexing Management
California
$307K +$307K +3,128 New
6 7
8
9 10