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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 %
GC
276
Globeflex Capital
California
$5.98K -$2.86M -26,315 -100%
PWMG
277
Private Wealth Management Group
New Jersey
$5.66K +$2.94K +27 +108%
VCM
278
Versant Capital Management
Arizona
$5.22K +$1.52K +14 +41%
PFC
279
Phocas Financial Corp
California
$5.08K -$96 -882 -2%
CFD
280
Creative Financial Designs
Indiana
$4.13K – – –
CWC
281
Carolinas Wealth Consulting
North Carolina
$4.12K +$108 +1 +3%
IA
282
IFP Advisors
Florida
$4.02K +$544 +5 +16%
BIA
283
Bell Investment Advisors
California
$3.92K +$2.5K +23 +177%
BTI
284
Blue Trust Inc
Georgia
$3.67K +$3.67K +36 New
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$3.59K +$1.52K +14 +74%
FFC
286
First Financial Corp
Indiana
$3.37K – – –
S
287
Sachetta
Massachusetts
$3.25K – – –
BFEC
288
Benjamin F. Edwards & Company
Missouri
$3K +$3K +27 New
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$2.83K – – –
AEPWM
290
Atlantic Edge Private Wealth Management
Florida
$2.5K – – –
JWA
291
JFS Wealth Advisors
Pennsylvania
$2.18K – – –
HI
292
Harbour Investments
Wisconsin
$1.96K +$1.96K +18 New
AAP
293
Arax Advisory Partners
Colorado
$1.85K +$1.85K +17 New
RIL
294
Rothschild Investment LLC
Illinois
$1.63K +$1.09K +10 +200%
FFA
295
Farther Finance Advisors
California
$1.38K -$106 -1 -7%
MA
296
Montag & Associates
Georgia
$1.06K – – –
SIC
297
SJS Investment Consulting
Ohio
$979 -$109 -1 -10%
DPW
298
DiNuzzo Private Wealth
Pennsylvania
$653 +$109 +1 +20%
CA
299
Continuum Advisory
Idaho
$653 +$653 +6 New
ECM
300
Everence Capital Management
Indiana
$603 – – –
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