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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 %
Allspring Global Investments
301
Allspring Global Investments
North Carolina
$543 +$543 +5 New
AWM
302
Abound Wealth Management
Tennessee
$436 – – –
LFG
303
Larson Financial Group
Missouri
$109 +$109 +1 New
TFM
304
TFC Financial Management
Massachusetts
$109 +$109 +1 New
EP
305
Edgestream Partners
New Jersey
– -$6.36M -62,380 Closed
Millennium Management
306
Millennium Management
New York
– -$5.99M -58,748 Closed
HF
307
HRT Financial
New York
– -$3.65M -35,778 Closed
BCIM
308
British Columbia Investment Management
British Columbia, Canada
– -$3.21M -31,500 Closed
AIG
309
American International Group
New York
– -$2.07M -20,282 Closed
Mirae Asset Global Investments
310
Mirae Asset Global Investments
South Korea
– -$1.53M -16,331 Closed
RJFSA
311
Raymond James Financial Services Advisors
Florida
– -$1.49M -14,566 Closed
SCM
312
Semanteon Capital Management
Massachusetts
– -$1.3M -12,740 Closed
Capital Fund Management (CFM)
313
Capital Fund Management (CFM)
France
– -$1.29M -12,634 Closed
Capstone Investment Advisors
314
Capstone Investment Advisors
New York
– -$1.2M -11,736 Closed
Qube Research & Technologies (QRT)
315
Qube Research & Technologies (QRT)
United Kingdom
– -$1.17M -11,500 Closed
TC
316
TwinBeech Capital
New York
– -$1.14M -11,139 Closed
Two Sigma Investments
317
Two Sigma Investments
New York
– -$1.08M -10,628 Closed
QT
318
Quantbot Technologies
New York
– -$1M -9,833 Closed
TI
319
Trexquant Investment
Connecticut
– -$823K -8,067 Closed
GCP
320
GSA Capital Partners
United Kingdom
– -$799K -7,835 Closed
JFG
321
Jefferies Financial Group
New York
– -$776K -7,609 Closed
MM
322
MQS Management
New York
– -$574K -5,629 Closed
MFS
323
Mirabella Financial Services
United Kingdom
– -$532K -5,220 Closed
NIM
324
Needham Investment Management
New York
– -$510K -5,000 Closed
FC
325
FORA Capital
Florida
– -$507K -4,973 Closed
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13
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