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Advanced Energy
AEIS

Overview Fund Activity

267 hedge funds and large institutions have $3.21B invested in Advanced Energy in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 30 closing their positions.

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
109
Reduced
96
Closed
30
Calls
$2.51M
Puts
$2.13M
Net Calls
+$386K
Net Calls Change
-$2.27M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$81.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Bank of America
3
Bank of America
North Carolina
$31.9M
4
TCM
4
Tributary Capital Management
Nebraska
$11.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$183M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$22.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11M
3
FP
3
Foundry Partners
Minnesota
$3.88M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
201
Heritage Wealth Management (Arizona)
Arizona
$149K 1,736 +1,736 New
PI
202
PEAK6 Investments
Illinois
$132K 1,529 -25,567 -94%
SO
203
STRS Ohio
Ohio
$129K 1,500 +500 +50%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$129K 1,501 +993 +195%
AWA
205
Aaron Wealth Advisors
Illinois
$128K 11,018 +11,018 New
Lazard Asset Management
206
Lazard Asset Management
New York
$120K 1,401 -14 -1%
SOW
207
State of Wyoming
Wyoming
$119K 1,376 +403 +41%
KBC Group
208
KBC Group
Belgium
$104K 1,206 +249 +26%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$97K 1,125 +115 +11%
FBT
210
First Bank & Trust
South Dakota
$95K 1,105 -211 -16%
GC
211
Globeflex Capital
California
$92K 1,064 – –
Credit Agricole
212
Credit Agricole
France
$87K 1,010 – –
TRCT
213
Tower Research Capital (TRC)
New York
$83K 965 -1,751 -64%
SWA
214
Sutton Wealth Advisors
Florida
$78.2K 909 +5 +0.6%
EDRH
215
Edmond de Rothschild Holding
Switzerland
$74K 862 +431 +100%
MIP
216
Mondrian Investment Partners
United Kingdom
$53K 616 -41,918 -99%
QCG
217
Quadrant Capital Group
Ohio
$50K 575 +46 +9%
EBA
218
Eagle Bay Advisors
New York
$47K 550 -215 -28%
PFS
219
Prospera Financial Services
Texas
$42K 491 +491 New
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$36K 422 +399 +1,735%
S
221
SignatureFD
Georgia
$32K 366 +172 +89%
Russell Investments Group
222
Russell Investments Group
United Kingdom
$26K 313 -448 -59%
WT
223
Whittier Trust
California
$23K 262 – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$21K 240 +141 +142%
UB
225
UMB Bank
Missouri
$21K 252 +170 +207%
7 8
9
10 11