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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 %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$3.01K 26 – –
SO
302
Sierra Ocean
California
$2.78K 24 +24 New
AEPWM
303
Atlantic Edge Private Wealth Management
Florida
$2.66K 23 – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$2.43K 21 – –
HNW
305
High Note Wealth
Minnesota
$2.31K 20 +20 New
HI
306
Harbour Investments
Wisconsin
$2.08K 18 – –
AAP
307
Arax Advisory Partners
Colorado
$1.74K 15 – –
PWA
308
Physician Wealth Advisors
Utah
$1.5K 13 +13 New
MA
309
Montag & Associates
Georgia
$1.47K 13 +1 +8%
HCP
310
Hexagon Capital Partners
Arkansas
$1.16K 10 +10 New
SIC
311
SJS Investment Consulting
Ohio
$810 7 -1 -13%
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$694 6 – –
AWM
313
Abound Wealth Management
Tennessee
$347 3 -1 -25%
GFPC
314
Global Financial Private Client
Florida
$231 2 +2 New
LFG
315
Larson Financial Group
Missouri
$116 1 – –
TFM
316
TFC Financial Management
Massachusetts
$116 1 – –
PWM
317
Parkworth Wealth Management
California
$116 1 +1 New
GC
318
Guggenheim Capital
Illinois
– – -105,701 Closed
TC
319
TwinBeech Capital
New York
– – -46,299 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
320
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -43,357 Closed
Marshall Wace
321
Marshall Wace
United Kingdom
– – -41,295 Closed
EP
322
Edgestream Partners
New Jersey
– – -29,956 Closed
SCP
323
Seizert Capital Partners
Michigan
– – -28,194 Closed
NRD
324
Nebula Research & Development
New York
– – -7,757 Closed
SCM
325
Semanteon Capital Management
Massachusetts
– – -6,879 Closed
11 12
13
14 15