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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 %
FFA
301
Farther Finance Advisors
California
$1.58K +$210 +2 +15%
MA
302
Montag & Associates
Georgia
$1.25K +$208 +2 +20%
SIC
303
SJS Investment Consulting
Ohio
$842 -$105 -1 -11%
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$632 – – –
LIS
305
Legacy Investment Solutions
Idaho
$565 +$565 +5 New
LWMI
306
Legacy Wealth Management (Idaho)
Idaho
$565 +$565 +5 New
Allspring Global Investments
307
Allspring Global Investments
North Carolina
$526 – – –
AWM
308
Abound Wealth Management
Tennessee
$421 – – –
MFG
309
Mendota Financial Group
Wisconsin
$421 +$421 +4 New
CA
310
Claris Advisors
Missouri
$210 +$210 +2 New
TFM
311
TFC Financial Management
Massachusetts
$106 – – –
LFG
312
Larson Financial Group
Missouri
$105 – – –
Norges Bank
313
Norges Bank
Norway
– -$46.8M -430,071 Closed
ClearBridge Investments
314
ClearBridge Investments
New York
– -$10.5M -96,918 Closed
GLA
315
Great Lakes Advisors
Illinois
– -$6.87M -63,191 Closed
PFC
316
Phocas Financial Corp
California
– -$5.08K -46,669 Closed
TPSF
317
Texas Permanent School Fund
Texas
– -$3.07M -28,226 Closed
RC
318
Roubaix Capital
Colorado
– -$2.81M -25,824 Closed
TAM
319
Telemark Asset Management
Massachusetts
– -$2.18M -20,000 Closed
Point72 Asset Management
320
Point72 Asset Management
Connecticut
– -$1.32M -12,100 Closed
PI
321
PEAK6 Investments
Illinois
– -$1M -9,235 Closed
PP
322
PDT Partners
New York
– -$919K -8,454 Closed
UM
323
UniSuper Management
Australia
– -$871K -8,008 Closed
BBVA
324
Banco Bilbao Vizcaya Argentaria
Spain
– -$841K -7,729 Closed
KeyBank National Association
325
KeyBank National Association
Ohio
– -$596K -5,479 Closed
10 11 12
13
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