We are live on
!
Find out more
Advanced Energy
AEIS
AEIS
315 hedge funds and large institutions have $4.18B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
3% more funds holding
Funds holding: 305 → 315 (+10)
3% less capital invested
Capital invested by funds: $4.33B → $4.18B (-$149M)
8% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 115
1.03% less ownership
Funds ownership: 106.39% → 105.37% (-1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
66% less call options, than puts
Call options by funds: $5.13M | Put options by funds: $15M
Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
4.52%
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
106
Reduced
115
Closed
25
Calls
$5.13M
Puts
$15M
Net Calls
-$9.82M
Net Calls Change
-$2.56M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17M |
| 3 |
BlackRock
New York
|
+$14.6M |
| 4 |
Goldman Sachs
New York
|
+$14M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$13.3M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$103M |
| 2 |
Bank of New York Mellon
New York
|
-$12.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.1M |
| 4 |
ClearBridge Investments
New York
|
-$10.5M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$6.87M |
