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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 %
Lazard Asset Management
201
Lazard Asset Management
New York
$101K 1,384 -17 -1%
EDRH
202
Edmond de Rothschild Holding
Switzerland
$99K 1,356 +494 +57%
EBA
203
Eagle Bay Advisors
New York
$93.1K 1,276 +726 +132%
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K 1,175 +50 +4%
TRCT
205
Tower Research Capital (TRC)
New York
$84K 1,148 +183 +19%
Macquarie Group
206
Macquarie Group
Australia
$78K 1,074 – –
PI
207
PEAK6 Investments
Illinois
$77K 1,049 -480 -31%
Credit Agricole
208
Credit Agricole
France
$74K 1,010 – –
SWA
209
Sutton Wealth Advisors
Florida
$66.3K 908 -1 -0.1%
SOW
210
State of Wyoming
Wyoming
$65K 884 -492 -36%
S
211
SignatureFD
Georgia
$49K 675 +309 +84%
QCG
212
Quadrant Capital Group
Ohio
$38K 522 -53 -9%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$34K 478 +56 +13%
UB
214
UMB Bank
Missouri
$33K 452 +200 +79%
Amundi
215
Amundi
France
$31K 422 +422 New
EI
216
Ellevest Inc
New York
$29K 403 +332 +468%
PI
217
PineBridge Investments
New York
$25K 343 +243 +243%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$22K 295 +87 +42%
EWA
219
EverSource Wealth Advisors
Alabama
$21K 286 +286 New
WT
220
Whittier Trust
California
$19K 262 – –
PCG
221
Private Capital Group
Connecticut
$15K 210 +18 +9%
HNB
222
Huntington National Bank
Ohio
$15K 200 +200 New
Russell Investments Group
223
Russell Investments Group
United Kingdom
$14K 193 -120 -38%
PTC
224
Private Trust Company
Ohio
$14K 194 +194 New
TWA
225
TCI Wealth Advisors
Arizona
$13K 173 -2 -1%
7 8
9
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