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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 %
GRP
276
Global Retirement Partners
California
$8.78K – – –
PFBT
277
Parkside Financial Bank & Trust
Missouri
$8.06K – – –
EC
278
Elequin Capital
New York
$7.65K +$7.65K +75 New
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$7.34K – – –
LFA
280
LGT Financial Advisors
Texas
$6.94K – – –
HWA
281
HHM Wealth Advisors
Tennessee
$5.41K – – –
AF
282
Allworth Financial
California
$5.1K -$102 -1 -2%
PFC
283
Phocas Financial Corp
California
$4.85K -$1.87K -18,354 -28%
CFD
284
Creative Financial Designs
Indiana
$3.88K – – –
CWC
285
Carolinas Wealth Consulting
North Carolina
$3.76K +$913 +9 +32%
VCM
286
Versant Capital Management
Arizona
$3.47K – – –
S
287
Sachetta
Massachusetts
$3.27K – – –
IA
288
IFP Advisors
Florida
$3.26K -$1.84K -18 -36%
SAM
289
Smartleaf Asset Management
Massachusetts
$3.26K +$3.26K +32 New
FFC
290
First Financial Corp
Indiana
$3.16K +$3.16K +31 New
CWP
291
Concord Wealth Partners
Virginia
$3.06K +$3.06K +30 New
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$2.65K – – –
MG
293
Mather Group
Illinois
$2.61K +$2.61K +24 New
PWMG
294
Private Wealth Management Group
New Jersey
$2.55K – – –
AEPWM
295
Atlantic Edge Private Wealth Management
Florida
$2.35K – – –
JWA
296
JFS Wealth Advisors
Pennsylvania
$2.04K – – –
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$1.94K -$2.75K -27 -59%
FFA
298
Farther Finance Advisors
California
$1.42K – – –
BIA
299
Bell Investment Advisors
California
$1.33K – – –
GWM
300
Geneos Wealth Management
Colorado
$1.12K +$1.12K +11 New
10 11
12
13 14