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Advanced Energy
AEIS

Overview Fund Activity

319 hedge funds and large institutions have $4.73B invested in Advanced Energy in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
123
Reduced
106
Closed
38
Calls
$6.31M
Puts
$21.6M
Net Calls
-$15.3M
Net Calls Change
-$5.47M

Top Buyers

1
SPPAM
1
Summit Partners Public Asset Management
Massachusetts
$71.5M
2
Norges Bank
2
Norges Bank
Norway
$68.9M
3
SAM
3
Silvercrest Asset Management
New York
$58.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$458M
2
Ameriprise
2
Ameriprise
Minnesota
$270M
3
BAMCO Inc
3
BAMCO Inc
New York
$42.1M
4
GC
4
Guggenheim Capital
Illinois
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
226
Caprock Group
Idaho
$227K 1,960 -19 -1%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$218K 1,888 +1,888 New
FT
228
Fiduciary Trust
Massachusetts
$218K 1,888 +1,888 New
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$211K 1,823 +1,823 New
CL
230
Choreo LLC
Illinois
$204K 1,774 +1,774 New
EI
231
Ellevest Inc
New York
$203K 1,755 +1,755 New
CCM
232
Coldstream Capital Management
Washington
$203K 1,754 +1,754 New
KBC Group
233
KBC Group
Belgium
$199K 1,718 +622 +57%
SOW
234
State of Wyoming
Wyoming
$196K 1,699 +320 +23%
SAM
235
Shell Asset Management
Netherlands
$194K 1,679 -6 -0.4%
S
236
SignatureFD
Georgia
$160K 1,388 +381 +38%
NAAA
237
New Age Alpha Advisors
New York
$153K 1,319 +1,319 New
Fuller & Thaler Asset Management
238
Fuller & Thaler Asset Management
California
$150K 1,295 -13 -1%
CPBTD
239
Central Pacific Bank - Trust Division
Hawaii
$148K 1,280 – –
GI
240
GAMMA Investing
California
$142K 1,231 +285 +30%
SPIA
241
Steward Partners Investment Advisory
New York
$142K 1,225 +1 +0.1%
BC
242
Bayforest Capital
United Kingdom
$125K 1,078 +1,078 New
SAM
243
Smartleaf Asset Management
Massachusetts
$122K 1,057 +845 +399%
PS
244
Principal Securities
Iowa
$114K 989 +137 +16%
HNB
245
Hilltop National Bank
Wyoming
$105K 910 -73 -7%
VWM
246
Venturi Wealth Management
Texas
$74K 640 +640 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$67K 581 +89 +18%
FHA
248
First Horizon Advisors
Tennessee
$59.1K 511 -61 -11%
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$51.1K 442 +442 New
PA
250
Parallel Advisors
California
$50.8K 439 +8 +2%
8 9
10
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