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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-19
Holders Change %
-6.21%
% 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
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.69M
2
Ameriprise
2
Ameriprise
Minnesota
$262M
3
Victory Capital Management
3
Victory Capital Management
Texas
$159M
4
American Century Companies
4
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
201
KBC Group
Belgium
$305K -$15.2K -155 -5%
BCI
202
Brinker Capital Investments
Pennsylvania
$304K -$7.06K -72 -2%
OPS
203
Orion Portfolio Solutions
Nebraska
$304K +$304K +3,105 New
AQR Capital Management
204
AQR Capital Management
Connecticut
$299K +$67.1K +685 +29%
SO
205
STRS Ohio
Ohio
$294K +$29.4K +300 +11%
AIP
206
Ameritas Investment Partners
Nebraska
$289K – – –
CWAG
207
Compton Wealth Advisory Group
Virginia
$287K -$12.2K -124 -4%
SCA
208
Snowden Capital Advisors
New York
$286K +$2.16K +22 +0.8%
Walleye Trading
209
Walleye Trading
New York
$285K -$508K -5,185 -64%
BWM
210
Baron Wealth Management
Michigan
$282K – – –
PRC
211
Pearl River Capital
Michigan
$281K -$19.9K -203 -7%
II
212
Inspire Investing
Idaho
$275K -$46.4K -473 -14%
FTDI
213
First Trust Direct Indexing
Massachusetts
$270K -$4.8K -49 -2%
SAM
214
Shell Asset Management
Netherlands
$255K -$882 -9 -0.3%
IFS
215
Ifrah Financial Services
Arkansas
$254K -$9.51K -97 -4%
PMEF
216
Point72 Middle East FZE
United Arab Emirates
$253K +$220K +2,241 +663%
CC
217
Corton Capital
Ontario, Canada
$241K -$10.8K -110 -4%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$241K +$1.86K +19 +0.8%
GT
219
Glenmede Trust
Pennsylvania
$231K -$18.9K -193 -8%
AC
220
AXQ Capital
New Jersey
$229K +$229K +2,338 New
PA
221
Profund Advisors
Maryland
$217K -$14.9K -152 -6%
DJYG
222
David J. Yvars Group
Florida
$216K +$216K +2,205 New
X
223
Xponance
Pennsylvania
$213K +$213K +2,177 New
OQS
224
Occudo Quantitative Strategies
Florida
$212K -$109K -1,111 -34%
Creative Planning
225
Creative Planning
Kansas
$211K +$211K +2,149 New
7 8
9
10 11