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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 %
RA
251
Rise Advisors
New York
$27.2K – – –
Russell Investments Group
252
Russell Investments Group
United Kingdom
$25.8K +$12.3K +113 +91%
SAM
253
Smartleaf Asset Management
Massachusetts
$24.4K +$21K +195 +609%
RTC
254
Riverview Trust Company
Washington
$20K – – –
GIA
255
GHP Investment Advisors
Colorado
$19.4K – – –
LC
256
Lindbrook Capital
California
$19.4K +$1.09K +10 +6%
PTC
257
Private Trust Company
Ohio
$19.1K – – –
GRP
258
Global Retirement Partners
California
$19K +$9.68K +89 +103%
CFGS
259
Concourse Financial Group Securities
Alabama
$17.4K -$1.09K -10 -6%
AIC
260
Archer Investment Corporation
Indiana
$16.3K – – –
UB
261
UMB Bank
Missouri
$16.2K +$1.74K +16 +12%
TFF
262
The Family Firm
Maryland
$15.5K +$15.5K +142 New
WOSD
263
WFA of San Diego
California
$15.2K +$15.2K +140 New
EC
264
EntryPoint Capital
New York
$13.3K -$319K -2,936 -96%
CTC
265
Central Trust Company
Missouri
$12.8K – – –
Bessemer Group
266
Bessemer Group
New Jersey
$12K -$1.59K -15 -12%
HNB
267
Huntington National Bank
Ohio
$11.3K -$1.31K -12 -10%
ATPW
268
Ashton Thomas Private Wealth
Arizona
$11.3K +$11.3K +104 New
AF
269
Allworth Financial
California
$10.9K +$5.43K +50 +100%
Walleye Trading
270
Walleye Trading
New York
$10.4K -$250K -2,300 -96%
EBA
271
Eagle Bay Advisors
New York
$10.1K -$5.33K -49 -35%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$8.59K – – –
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$7.83K – – –
LFA
274
LGT Financial Advisors
Texas
$7.4K – – –
TSMHT
275
Thurston Springer Miller Herd & Titak
Indiana
$7.07K -$29.4K -270 -81%
9 10
11
12 13