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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 %
ETC
251
Exchange Traded Concepts
Oklahoma
$49.8K +$3.26K +32 +7%
PA
252
Parallel Advisors
California
$38.9K +$3.06K +30 +9%
Ohio Public Employees Retirement System (OPERS)
253
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.2K +$612 +6 +2%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$35K +$3.25K +32 +10%
TSMHT
255
Thurston Springer Miller Herd & Titak
Indiana
$34.2K +$34.2K +335 New
TRCT
256
Tower Research Capital (TRC)
New York
$29K -$1.22M -12,001 -98%
WT
257
Whittier Trust
California
$26.7K – – –
RA
258
Rise Advisors
New York
$25.5K +$25.5K +250 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$24.8K -$510 -5 -2%
GI
260
GAMMA Investing
California
$24.8K +$3.67K +36 +17%
MAM
261
Meeder Asset Management
Ohio
$20.6K +$20.6K +202 New
RTC
262
Riverview Trust Company
Washington
$18.8K +$18.8K +184 New
GIA
263
GHP Investment Advisors
Colorado
$18.2K – – –
PTC
264
Private Trust Company
Ohio
$17.9K – – –
CFGS
265
Concourse Financial Group Securities
Alabama
$17.3K +$510 +5 +3%
LC
266
Lindbrook Capital
California
$17.1K +$1.53K +15 +10%
AIC
267
Archer Investment Corporation
Indiana
$15.3K – – –
EBA
268
Eagle Bay Advisors
New York
$14.5K -$3.77K -37 -21%
UB
269
UMB Bank
Missouri
$13.6K +$1.63K +16 +14%
Bessemer Group
270
Bessemer Group
New Jersey
$13K – – –
Russell Investments Group
271
Russell Investments Group
United Kingdom
$12.6K -$8.87K -87 -41%
FIM
272
Fernwood Investment Management
Massachusetts
$12.4K +$12.4K +122 New
CTC
273
Central Trust Company
Missouri
$12K – – –
HNB
274
Huntington National Bank
Ohio
$11.8K +$3.06K +30 +35%
AssetMark Inc
275
AssetMark Inc
California
$9.99K -$306 -3 -3%
9 10
11
12 13