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Advanced Energy
AEIS

Overview Fund Activity

306 hedge funds and large institutions have $4.06B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+30
Holders Change %
+10.87%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
109
Reduced
110
Closed
18
Calls
$8.23M
Puts
$4.53M
Net Calls
+$3.7M
Net Calls Change
+$2.71M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$933M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
3
Millennium Management
Millennium Management
New York
$42.9M
4
BlackRock
BlackRock
New York
$504M
5
Norges Bank
Norges Bank
Norway
$32.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.29M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
$12.1M
4
Victory Capital Management
Victory Capital Management
Texas
$156M
5
American Century Companies
American Century Companies
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
201
Calamos Advisors
Illinois
$296K +$296K +3,452 New
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$288K +$5.06K +59 +2%
CAN
203
Cetera Advisor Networks
California
$284K +$42K +489 +17%
LCM
204
Legato Capital Management
California
$284K +$284K +3,310 New
DCM
205
Dean Capital Management
Kansas
$284K +$284K +3,310 New
AIP
206
Ameritas Investment Partners
Nebraska
$282K – – –
II
207
Inspire Investing
Idaho
$282K +$7.29K +85 +3%
OQS
208
Occudo Quantitative Strategies
Florida
$281K -$77.2K -900 -22%
KBC Group
209
KBC Group
Belgium
$280K – – –
XT
210
XTX Topco
Cayman Islands
$279K +$279K +3,256 New
BCI
211
Brinker Capital Investments
Pennsylvania
$273K +$5.15K +60 +2%
HighTower Advisors
212
HighTower Advisors
Illinois
$272K -$3.77K -44 -1%
V
213
Veritable
Delaware
$264K -$16K -186 -6%
PRC
214
Pearl River Capital
Michigan
$264K +$264K +3,075 New
CWAG
215
Compton Wealth Advisory Group
Virginia
$262K – – –
CGH
216
Crossmark Global Holdings
Texas
$259K -$17.3K -202 -6%
SCA
217
Snowden Capital Advisors
New York
$249K -$4.29K -50 -2%
BWM
218
Baron Wealth Management
Michigan
$247K +$247K +2,877 New
PAS
219
Park Avenue Securities
New York
$245K +$245K +2,861 New
Mariner
220
Mariner
Kansas
$243K -$21.7K -253 -8%
FTDI
221
First Trust Direct Indexing
Massachusetts
$241K -$11.6K -135 -5%
US Bancorp
222
US Bancorp
Minnesota
$238K -$15.4K -179 -6%
IFU
223
iSAM Funds (UK)
United Kingdom
$231K +$231K +2,698 New
SO
224
STRS Ohio
Ohio
$231K +$34.2K +400 +17%
IFS
225
Ifrah Financial Services
Arkansas
$230K -$1.2K -14 -0.5%
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