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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 %
BTI
251
Blue Trust Inc
Georgia
$47.4K 410 -400 -49%
Ohio Public Employees Retirement System (OPERS)
252
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.8K 405 +405 New
AssetMark Inc
253
AssetMark Inc
California
$42.8K 370 +10 +3%
AAM
254
Advisors Asset Management
Colorado
$42.2K 365 +193 +112%
Russell Investments Group
255
Russell Investments Group
United Kingdom
$40.9K 354 +135 +62%
MAM
256
Meeder Asset Management
Ohio
$40.5K 350 -108 -24%
HNB
257
Huntington National Bank
Ohio
$38.6K 334 +22 +7%
MCM
258
Manchester Capital Management
Vermont
$38.2K 330 – –
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$37.7K 326 -22 -6%
MCM
260
MAI Capital Management
Ohio
$36.2K 313 +313 New
WT
261
Whittier Trust
California
$30.3K 262 – –
RA
262
Rise Advisors
New York
$29K 251 +1 +0.4%
VCM
263
Versant Capital Management
Arizona
$25K 216 +182 +535%
CAS
264
Coppell Advisory Solutions
Texas
$23.7K 206 +206 New
RTC
265
Riverview Trust Company
Washington
$21.3K 184 -8 -4%
LC
266
Lindbrook Capital
California
$21.2K 183 -1 -0.5%
GIA
267
GHP Investment Advisors
Colorado
$20.6K 178 – –
MEG
268
Millstone Evans Group
Colorado
$19.7K 170 +170 New
UB
269
UMB Bank
Missouri
$19.3K 167 -2 -1%
AIC
270
Archer Investment Corporation
Indiana
$17.3K 150 – –
BIG
271
Brooklyn Investment Group
New York
$14.1K 122 +122 New
CTC
272
Central Trust Company
Missouri
$13.6K 118 – –
WSFS
273
Wilmington Savings Fund Society
Delaware
$12.5K 108 -4 -4%
Bessemer Group
274
Bessemer Group
New Jersey
$12K 101 +60 +146%
AF
275
Allworth Financial
California
$11.7K 93 +19 +26%
9 10
11
12 13