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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 %
Walleye Trading
276
Walleye Trading
New York
$5.79K -$4.32K -41 -43%
GC
277
Globeflex Capital
California
$5.79K – – –
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$5.68K +$2.21K +21 +64%
EC
279
Elequin Capital
New York
$4.84K +$4.84K +46 New
CWC
280
Carolinas Wealth Consulting
North Carolina
$4.24K +$310 +3 +8%
RIL
281
Rothschild Investment LLC
Illinois
$4.21K +$2.63K +25 +167%
Bessemer Group
282
Bessemer Group
New Jersey
$4K -$7.02K -72 -64%
CFD
283
Creative Financial Designs
Indiana
$4K – – –
SCM
284
Sterling Capital Management
North Carolina
$4K +$4K +38 New
IA
285
IFP Advisors
Florida
$3.89K – – –
GM
286
GeoWealth Management
Illinois
$3.89K +$3.89K +37 New
BIA
287
Bell Investment Advisors
California
$3.79K – – –
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.68K +$3.68K +35 New
PWMG
289
Private Wealth Management Group
New Jersey
$3.58K -$1.9K -18 -35%
VCM
290
Versant Capital Management
Arizona
$3.58K -$1.47K -14 -29%
CPA
291
Capital Performance Advisors
California
$3.47K +$3.47K +33 New
FFC
292
First Financial Corp
Indiana
$3.26K – – –
S
293
Sachetta
Massachusetts
$3.16K – – –
TC
294
Truvestments Capital
Florida
$2.95K +$2.95K +28 New
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$2.74K – – –
AEPWM
296
Atlantic Edge Private Wealth Management
Florida
$2.42K – – –
JWA
297
JFS Wealth Advisors
Pennsylvania
$2.21K +$105 +1 +5%
Jones Financial Companies
298
Jones Financial Companies
Missouri
$1.99K +$1.99K +19 New
HI
299
Harbour Investments
Wisconsin
$1.89K – – –
AAP
300
Arax Advisory Partners
Colorado
$1.58K -$211 -2 -12%
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12
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