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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 %
CFM
251
Catalyst Funds Management
Australia
$31.6K -$105K -1,000 -77%
WT
252
Whittier Trust
California
$27.6K – – –
RA
253
Rise Advisors
New York
$26.4K – – –
Russell Investments Group
254
Russell Investments Group
United Kingdom
$23.1K -$1.9K -18 -8%
SAM
255
Smartleaf Asset Management
Massachusetts
$22.2K -$1.57K -15 -7%
RTC
256
Riverview Trust Company
Washington
$20.2K +$842 +8 +4%
LC
257
Lindbrook Capital
California
$19.4K +$631 +6 +3%
GIA
258
GHP Investment Advisors
Colorado
$18.7K – – –
AAM
259
Advisors Asset Management
Colorado
$18.1K +$18.1K +172 New
UB
260
UMB Bank
Missouri
$17.8K +$2.11K +20 +13%
AIC
261
Archer Investment Corporation
Indiana
$15.8K – – –
WOSD
262
WFA of San Diego
California
$14.7K – – –
CFGS
263
Concourse Financial Group Securities
Alabama
$13.2K -$3.68K -35 -22%
CTC
264
Central Trust Company
Missouri
$12.4K – – –
WSFS
265
Wilmington Savings Fund Society
Delaware
$11.8K +$11.8K +112 New
GRP
266
Global Retirement Partners
California
$11.6K -$6.84K -65 -37%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$8.32K – – –
PTC
268
Private Trust Company
Ohio
$8.31K -$10.2K -97 -55%
AF
269
Allworth Financial
California
$7.79K -$2.74K -26 -26%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$7.58K – – –
LFA
271
LGT Financial Advisors
Texas
$7.16K – – –
TSMHT
272
Thurston Springer Miller Herd & Titak
Indiana
$6.84K – – –
EWA
273
EverSource Wealth Advisors
Alabama
$6.53K -$52.2K -496 -89%
EBA
274
Eagle Bay Advisors
New York
$6.31K -$3.47K -33 -35%
HWM
275
Hemington Wealth Management
Virginia
$6K +$6K +64 New
9 10
11
12 13