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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 %
RR
176
Robotti Robert
$527K – – –
FCH
177
Freestone Capital Holdings
Washington
$523K – – –
BF
178
BOK Financial
Oklahoma
$517K – – –
VIA
179
Vident Investment Advisory
Georgia
$493K +$65.4K +587 +15%
HighTower Advisors
180
HighTower Advisors
Illinois
$491K +$131K +1,166 +36%
PAMS
181
Pictet Asset Management (Switzerland)
Switzerland
$478K – – –
COI
182
Connable Office Inc
Michigan
$474K – – –
NYLIM
183
New York Life Investment Management
New York
$469K -$79.9K -717 -15%
CL
184
CIM LLC
New York
$461K +$3.46K +31 +0.8%
P
185
Pitcairn
Pennsylvania
$453K -$2.45K -22 -0.5%
AQR Capital Management
186
AQR Capital Management
Connecticut
$451K +$110K +990 +32%
IIC
187
Integrated Investment Consultants
Michigan
$430K – – –
CIM
188
CIM Investment Management
Pennsylvania
$420K – – –
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$412K -$57.5K -516 -12%
Verition Fund Management
190
Verition Fund Management
Connecticut
$412K +$412K +3,693 New
VPIM
191
Vanguard Personalized Indexing Management
California
$397K +$48.1K +432 +14%
CAN
192
Cetera Advisor Networks
California
$396K +$14.5K +130 +4%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$387K – – –
AA
194
ALPS Advisors
Colorado
$382K +$3.34K +30 +0.9%
EGM
195
Engineers Gate Manager
New York
$381K -$393K -3,529 -51%
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$374K – – –
V
197
Veritable
Delaware
$372K +$111 +1 +0%
SO
198
STRS Ohio
Ohio
$367K +$33.4K +300 +10%
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$367K +$367K +3,291 New
CGH
200
Crossmark Global Holdings
Texas
$364K -$37.4K -309 -9%
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8
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