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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 %
SIC
301
SJS Investment Consulting
Ohio
$1.02K – – –
MA
302
Montag & Associates
Georgia
$989 +$989 +10 New
AWM
303
Avior Wealth Management
Nebraska
$815 +$815 +8 New
ECM
304
Everence Capital Management
Indiana
$641 – – –
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$510 – – –
RIL
306
Rothschild Investment LLC
Illinois
$510 +$510 +5 New
AWM
307
Abound Wealth Management
Tennessee
$408 +$408 +4 New
TWP
308
TFO Wealth Partners
Ohio
$102 -$408 -4 -80%
FGAM
309
Financial Gravity Asset Management
Texas
$57 +$57 +1 New
VNIM
310
Vaughan Nelson Investment Management
Texas
– -$46M -422,253 Closed
Los Angeles Capital Management
311
Los Angeles Capital Management
California
– -$1.34M -12,265 Closed
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
– -$671K -6,160 Closed
NRD
313
Nebula Research & Development
New York
– -$551K -5,060 Closed
DTL
314
Dynamic Technology Lab
Singapore
– -$272K -2,501 Closed
Allspring Global Investments
315
Allspring Global Investments
North Carolina
– -$265K -2,429 Closed
PSC
316
Portman Square Capital
United Kingdom
– -$261K -2,394 Closed
Simplex Trading
317
Simplex Trading
Illinois
– -$248K -2,282 Closed
VF
318
Vest Financial
Virginia
– -$236K -2,164 Closed
ACM
319
Aquatic Capital Management
Illinois
– -$218K -2,000 Closed
FIM
320
Freedom Investment Management
Connecticut
– -$216K -1,981 Closed
Baird Financial Group
321
Baird Financial Group
Wisconsin
– -$209K -1,919 Closed
DADC
322
D.A. Davidson & Co
Montana
– -$202K -1,852 Closed
Group One Trading
323
Group One Trading
Illinois
– -$120K -1,106 Closed
Credit Agricole
324
Credit Agricole
France
– -$21.8K -200 Closed
ASN
325
Advisory Services Network
Georgia
– -$16.3K -150 Closed
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