AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

310 hedge funds and large institutions have $4B invested in Advanced Energy in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
102
Reduced
123
Closed
24
Calls
$5.3M
Puts
$17.9M
Net Calls
-$12.6M
Net Calls Change
+$560K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$269M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$10.1M
4
CCM
Channing Capital Management
Illinois
$73.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.8M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$35.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$22.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
5
Invesco
Invesco
Georgia
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$227K -$89.2K -875 -28%
Verition Fund Management
227
Verition Fund Management
Connecticut
$225K +$225K +2,208 New
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$220K -$1.53K -15 -0.7%
HWMA
229
Heritage Wealth Management (Arizona)
Arizona
$217K +$16.1K +158 +8%
DJYG
230
David J. Yvars Group
Florida
$215K +$10.2K +100 +5%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$215K -$12.4K -122 -5%
PA
232
Profund Advisors
Maryland
$214K -$26.4K -259 -11%
SO
233
STRS Ohio
Ohio
$214K -$81.5K -800 -28%
SPA
234
Sherbrooke Park Advisers
New York
$209K +$209K +2,048 New
EI
235
Ellevest Inc
New York
$208K +$20.2K +198 +11%
BRWA
236
B. Riley Wealth Advisors
Florida
$208K +$208K +2,014 New
MLICM
237
Metropolitan Life Insurance Company (MetLife)
New York
$202K -$19.2K -188 -9%
SAM
238
Shell Asset Management
Netherlands
$194K -$20.1K -185 -9%
Lazard Asset Management
239
Lazard Asset Management
New York
$175K -$4.86K -48 -3%
CFM
240
Catalyst Funds Management
Australia
$122K +$122K +1,200 New
CPBTD
241
Central Pacific Bank - Trust Division
Hawaii
$114K +$114K +1,120 New
Fuller & Thaler Asset Management
242
Fuller & Thaler Asset Management
California
$110K -$860K -8,433 -89%
FHA
243
First Horizon Advisors
Tennessee
$109K +$3.67K +36 +3%
KBC Group
244
KBC Group
Belgium
$91K – – –
S
245
SignatureFD
Georgia
$90.5K +$28.4K +278 +46%
HNB
246
Hilltop National Bank
Wyoming
$88.4K +$88.4K +867 New
PS
247
Principal Securities
Iowa
$84.2K +$2.45K +24 +3%
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$84K – – –
SOW
249
State of Wyoming
Wyoming
$72.4K -$1.33K -13 -2%
EWA
250
EverSource Wealth Advisors
Alabama
$52.6K +$767 +8 +1%
8 9
10
11 12