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Advanced Energy
AEIS

Overview Fund Activity

314 hedge funds and large institutions have $4.12B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
105
Reduced
115
Closed
27
Calls
$5.14M
Puts
$15M
Net Calls
-$9.82M
Net Calls Change
-$2.57M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$510M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$446M
3
BlackRock
BlackRock
New York
$618M
4
Goldman Sachs
Goldman Sachs
New York
$39.6M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$12.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$8.63M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$44.7M
3
Ameriprise
Ameriprise
Minnesota
$272M
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
GLA
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Profund Advisors
Maryland
$207K +$5.37K +51 +3%
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
$205K +$205K +1,950 New
SCA
228
Snowden Capital Advisors
New York
$200K -$10.4K -99 -5%
HFO
229
Heritage Family Offices
Arizona
$200K +$2.1K +20 +1%
SAM
230
Shell Asset Management
Netherlands
$177K +$177K +1,685 New
SOW
231
State of Wyoming
Wyoming
$145K +$64.6K +614 +80%
Fuller & Thaler Asset Management
232
Fuller & Thaler Asset Management
California
$138K -$3.16K -30 -2%
CPBTD
233
Central Pacific Bank - Trust Division
Hawaii
$135K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$129K -$70.8K -673 -35%
KBC Group
235
KBC Group
Belgium
$115K – – –
S
236
SignatureFD
Georgia
$106K +$23.2K +220 +28%
HNB
237
Hilltop National Bank
Wyoming
$103K – – –
GI
238
GAMMA Investing
California
$99.6K +$33.7K +320 +51%
PS
239
Principal Securities
Iowa
$89.7K -$421 -4 -0.5%
BTI
240
Blue Trust Inc
Georgia
$88.1K +$84.2K +774 +2,150%
Canada Pension Plan Investment Board
241
Canada Pension Plan Investment Board
Ontario, Canada
$84.2K – – –
FHA
242
First Horizon Advisors
Tennessee
$60.2K +$3.26K +31 +6%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$52K +$11.4K +108 +28%
MAM
244
Meeder Asset Management
Ohio
$48.2K +$19.6K +186 +68%
PA
245
Parallel Advisors
California
$45.4K +$8.21K +78 +22%
QT
246
Quantbot Technologies
New York
$40.7K +$40.7K +387 New
AssetMark Inc
247
AssetMark Inc
California
$37.9K +$842 +8 +2%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$36.6K +$6.42K +61 +21%
MCM
249
Manchester Capital Management
Vermont
$34.7K – – –
HNB
250
Huntington National Bank
Ohio
$32.8K +$21.9K +208 +200%
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10
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