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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 %
MG
276
Mather Group
Illinois
$11.1K 96 +96 New
CFGS
277
Concourse Financial Group Securities
Alabama
$10.8K 86 -39 -31%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$9.14K 79 – –
PTC
279
Private Trust Company
Ohio
$9.14K 79 – –
FFA
280
Farther Finance Advisors
California
$9.14K 79 +64 +427%
Mitsubishi UFJ Asset Management
281
Mitsubishi UFJ Asset Management
Japan
$8.54K 72 – –
EWA
282
EverSource Wealth Advisors
Alabama
$8.45K 73 +11 +18%
EC
283
Elequin Capital
New York
$8.33K 72 +26 +57%
HWM
284
Hemington Wealth Management
Virginia
$8K 73 +9 +14%
LFA
285
LGT Financial Advisors
Texas
$7.86K 68 – –
GRP
286
Global Retirement Partners
California
$7.52K 65 -45 -41%
RIL
287
Rothschild Investment LLC
Illinois
$7.52K 65 +25 +63%
TSMHT
288
Thurston Springer Miller Herd & Titak
Indiana
$7.52K 65 – –
EBA
289
Eagle Bay Advisors
New York
$6.94K 60 – –
GC
290
Globeflex Capital
California
$6.36K 55 – –
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$6.36K 55 +1 +2%
GM
292
GeoWealth Management
Illinois
$4.97K 43 +6 +16%
CWC
293
Carolinas Wealth Consulting
North Carolina
$4.89K 43 +2 +5%
CFD
294
Creative Financial Designs
Indiana
$4.39K 38 – –
SCM
295
Sterling Capital Management
North Carolina
$4.39K 38 – –
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.37K 38 +3 +9%
BIA
297
Bell Investment Advisors
California
$4.16K 36 – –
PWMG
298
Private Wealth Management Group
New Jersey
$3.93K 34 – –
IA
299
IFP Advisors
Florida
$3.24K 28 -9 -24%
TC
300
Truvestments Capital
Florida
$3.24K 28 – –
10 11
12
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