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Advanced Energy
AEIS
AEIS
311 hedge funds and large institutions have $4B invested in Advanced Energy in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
7% more funds holding
Funds holding: 291 → 311 (+20)
3.01% less ownership
Funds ownership: 108.21% → 105.2% (-3%)
9% less capital invested
Capital invested by funds: $4.4B → $4B (-$399M)
17% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 123
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less call options, than puts
Call options by funds: $5.3M | Put options by funds: $17.9M
Holders
311
Holders Change
+20
Holders Change %
+6.87%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
102
Reduced
123
Closed
24
Calls
$5.3M
Puts
$17.9M
Net Calls
-$12.6M
Net Calls Change
+$560K
Top Buyers
Top Sellers
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$46M |
| 2 |
Morgan Stanley
New York
|
-$38.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$33.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$22.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Credit Agricole
Montrouge Cedex,
France
| – | -$21.8K | -200 | Closed |
|
|
ASN
327
Advisory Services Network
Atlanta,
Georgia
| – | -$16.3K | -150 | Closed |
|
|
BTI
328
Blue Trust Inc
Alpharetta,
Georgia
| – | -$7K | -70 | Closed |
|
|
TCWA
329
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$5.55K | -51 | Closed |
|
|
BGAI
330
Bruce G. Allen Investments
Denver,
Colorado
| – | -$3.48K | -32 | Closed |
|
|
DA
331
Denali Advisors
San Diego,
California
| – | -$3.05K | -28 | Closed |
|
|
GA
332
GoalVest Advisory
New York
| – | -$2.29K | -21 | Closed |
|
|
GWS
333
Glassman Wealth Services
Vienna,
Virginia
| – | -$871 | -8 | Closed |
|
|
AF
334
Advisornet Financial
Minnetonka,
Minnesota
| – | -$762 | -7 | Closed |
|
|
HCP
335
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$109 | -1 | Closed |
|