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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
116
Closed
29
Calls
$6.07M
Puts
$19.2M
Net Calls
-$13.1M
Net Calls Change
-$12.2M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$40.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Axa
2
Axa
France
$443K
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.69M
4
SCM
4
Snyder Capital Management
California
$51.9M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
201
Vestcor Inc
New Brunswick, Canada
$306K 2,805 – –
CGH
202
Crossmark Global Holdings
Texas
$305K 2,807 -186 -6%
NA
203
NewEdge Advisors
Louisiana
$284K 2,638 +73 +3%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$277K 2,543 -133 -5%
VA
205
Vident Advisory
Georgia
$277K 2,540 -416 -14%
IFS
206
Ifrah Financial Services
Arkansas
$276K 2,534 +27 +1%
DTL
207
Dynamic Technology Lab
Singapore
$272K 2,501 +2,501 New
AA
208
AlphaMark Advisors
Kentucky
$270K 2,480 +282 +13%
JF
209
Jump Financial
Illinois
$266K 2,440 +2,440 New
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$265K 2,429 -863 -26%
PSC
211
Portman Square Capital
United Kingdom
$261K 2,394 – –
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$258K 2,370 – –
PA
213
Profund Advisors
Maryland
$257K 2,361 +243 +11%
NC
214
NinePointTwo Capital
California
$253K 2,325 – –
X
215
Xponance
Pennsylvania
$249K 2,282 +53 +2%
Simplex Trading
216
Simplex Trading
Illinois
$248K 2,282 +1,435 +169%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$243K 2,227 -29 -1%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$237K 2,175 +2,175 New
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$236K 2,166 – –
VF
220
Vest Financial
Virginia
$236K 2,164 +2,164 New
QCG
221
Quadrant Capital Group
Ohio
$227K 2,087 +138 +7%
SPIA
222
Steward Partners Investment Advisory
New York
$220K 2,024 +29 +1%
DJYG
223
David J. Yvars Group
Florida
$218K 2,005 – –
ACM
224
Aquatic Capital Management
Illinois
$218K 2,000 +2,000 New
FIM
225
Freedom Investment Management
Connecticut
$216K 1,981 -176 -8%
7 8
9
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