AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

306 hedge funds and large institutions have $4.33B invested in Advanced Energy in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
115
Reduced
111
Closed
44
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
$25.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$443M
3
EARNEST Partners
EARNEST Partners
Georgia
$183M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.4M
5
Goldman Sachs
Goldman Sachs
New York
$26.5M

Top Sellers

1
BlackRock
BlackRock
New York
$624M
2
EP
Edgestream Partners
New Jersey
$0
3
Millennium Management
Millennium Management
New York
$0
4
State Street
State Street
Massachusetts
$183M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$205K -$26.4K -243 -11%
HFO
227
Heritage Family Offices
Arizona
$205K +$205K +1,883 New
Fuller & Thaler Asset Management
228
Fuller & Thaler Asset Management
California
$146K +$28.3K +260 +24%
CFM
229
Catalyst Funds Management
Australia
$141K +$10.9K +100 +8%
CPBTD
230
Central Pacific Bank - Trust Division
Hawaii
$139K +$17.4K +160 +14%
KBC Group
231
KBC Group
Belgium
$119K +$22.3K +205 +23%
IC
232
Innealta Capital
Texas
$109K +$109K +1,002 New
NC
233
nVerses Capital
Florida
$109K +$109K +1,000 New
HNB
234
Hilltop National Bank
Wyoming
$107K +$12.6K +116 +13%
PS
235
Principal Securities
Iowa
$93.1K +$3.26K +30 +4%
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
$87K +$87K +800 New
S
237
SignatureFD
Georgia
$85.6K -$10.9K -100 -11%
SOW
238
State of Wyoming
Wyoming
$83.2K +$5.98K +55 +8%
GI
239
GAMMA Investing
California
$68.1K +$41.7K +383 +158%
EWA
240
EverSource Wealth Advisors
Alabama
$64.9K +$1.05K +9 +2%
FHA
241
First Horizon Advisors
Tennessee
$58.8K -$57.8K -531 -50%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$42K +$4.27K +39 +11%
ETC
243
Exchange Traded Concepts
Oklahoma
$41.3K -$11.7K -108 -22%
Ohio Public Employees Retirement System (OPERS)
244
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.8K +$1.09K +10 +3%
PA
245
Parallel Advisors
California
$38.4K -$3.05K -28 -7%
AssetMark Inc
246
AssetMark Inc
California
$38.3K +$27.6K +254 +259%
MCM
247
Manchester Capital Management
Vermont
$35.9K +$35.9K +330 New
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$31.2K +$4.79K +44 +18%
MAM
249
Meeder Asset Management
Ohio
$29.6K +$7.61K +70 +35%
WT
250
Whittier Trust
California
$28.5K – – –
8 9
10
11 12