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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
201
TD Asset Management
Ontario, Canada
$357K +$357K +3,200 New
AIP
202
Ameritas Investment Partners
Nebraska
$346K +$18.2K +163 +6%
US Bancorp
203
US Bancorp
Minnesota
$346K -$13.9K -125 -4%
Mariner
204
Mariner
Kansas
$345K -$4.9K -44 -1%
OPS
205
Orion Portfolio Solutions
Nebraska
$335K -$11.5K -103 -3%
BCI
206
Brinker Capital Investments
Pennsylvania
$335K -$11.5K -103 -3%
Simplex Trading
207
Simplex Trading
Illinois
$331K +$331K +2,970 New
SCA
208
Snowden Capital Advisors
New York
$326K +$557 +5 +0.2%
CWAG
209
Compton Wealth Advisory Group
Virginia
$326K – – –
Creative Planning
210
Creative Planning
Kansas
$323K +$83K +745 +35%
KBC Group
211
KBC Group
Belgium
$321K -$25.6K -230 -7%
BWM
212
Baron Wealth Management
Michigan
$321K – – –
II
213
Inspire Investing
Idaho
$314K +$1K +9 +0.3%
FTDI
214
First Trust Direct Indexing
Massachusetts
$303K -$4.79K -43 -2%
BRWA
215
B. Riley Wealth Advisors
Florida
$297K +$297K +2,668 New
PRC
216
Pearl River Capital
Michigan
$291K -$29.2K -262 -9%
SAM
217
Shell Asset Management
Netherlands
$288K -$1.67K -15 -0.6%
FIM
218
Freedom Investment Management
Connecticut
$288K +$288K +2,583 New
IFS
219
Ifrah Financial Services
Arkansas
$287K -$1.78K -16 -0.6%
GCP
220
GSA Capital Partners
United Kingdom
$255K +$255K +2,292 New
PA
221
Profund Advisors
Maryland
$247K +$1.12K +10 +0.5%
X
222
Xponance
Pennsylvania
$246K +$3.79K +34 +2%
XT
223
XTX Topco
Cayman Islands
$244K +$244K +2,191 New
EI
224
Ethic Inc
New York
$244K +$244K +2,186 New
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$243K +$187K +1,688 +334%
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9
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