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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 %
BCI
176
Brinker Capital Investments
Pennsylvania
$471K 4,557 +882 +24%
OPS
177
Orion Portfolio Solutions
Nebraska
$471K 4,557 +882 +24%
FCH
178
Freestone Capital Holdings
Washington
$469K 4,302 – –
COI
179
Connable Office Inc
Michigan
$463K 4,251 – –
P
180
Pitcairn
Pennsylvania
$462K 4,242 -64 -1%
EI
181
Ethic Inc
New York
$456K 4,191 +716 +21%
CL
182
CIM LLC
New York
$447K 4,477 +287 +7%
Axa
183
Axa
France
$443K 4,064 -75,599 -95%
IIC
184
Integrated Investment Consultants
Michigan
$439K 4,035 -30 -0.7%
VPIM
185
Vanguard Personalized Indexing Management
California
$436K 4,007 +401 +11%
FC
186
FORA Capital
Florida
$428K 3,928 +3,928 New
AIP
187
Ameritas Investment Partners
Nebraska
$424K 3,897 +157 +4%
Tudor Investment Corp
188
Tudor Investment Corp
Connecticut
$420K 3,855 -13,747 -78%
CIM
189
CIM Investment Management
Pennsylvania
$410K 3,766 – –
Mariner
190
Mariner
Kansas
$407K 3,740 +116 +3%
PAS
191
Park Avenue Securities
New York
$405K 3,716 +247 +7%
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$389K 3,570 -40,218 -92%
NYLIM
193
New York Life Investment Management
New York
$384K 3,525 -102 -3%
II
194
Inspire Investing
Idaho
$384K 3,521 +550 +19%
FTDI
195
First Trust Direct Indexing
Massachusetts
$353K 3,241 +345 +12%
SCA
196
Snowden Capital Advisors
New York
$338K 3,100 +309 +11%
AQR Capital Management
197
AQR Capital Management
Connecticut
$325K 2,983 -504 -14%
CWAG
198
Compton Wealth Advisory Group
Virginia
$319K 2,926 – –
SO
199
STRS Ohio
Ohio
$315K 2,900 -2,400 -45%
BWM
200
Baron Wealth Management
Michigan
$313K 2,877 – –
6 7
8
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