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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.

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
1
GW&K Investment Management
Massachusetts
$25.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$443M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$183M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$26.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$624M
2
EP
2
Edgestream Partners
New Jersey
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
State Street
4
State Street
Massachusetts
$183M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
326
CIM LLC
New York
– -$460K -4,507 Closed
Axa
327
Axa
France
– -$414K -4,064 Closed
NYLIM
328
New York Life Investment Management
New York
– -$369K -3,616 Closed
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
– -$357K -3,497 Closed
CCIA
330
Campbell & Co Investment Adviser
Maryland
– -$335K -3,284 Closed
AA
331
AlphaMark Advisors
Kentucky
– -$285K -2,796 Closed
FRM
332
Fox Run Management
Connecticut
– -$268K -2,628 Closed
NA
333
NewEdge Advisors
Louisiana
– -$262K -2,569 Closed
EGM
334
Engineers Gate Manager
New York
– -$251K -2,465 Closed
SPA
335
Sherbrooke Park Advisers
New York
– -$209K -2,048 Closed
EI
336
Ellevest Inc
New York
– -$208K -2,038 Closed
BRWA
337
B. Riley Wealth Advisors
Florida
– -$208K -2,014 Closed
MLICM
338
Metropolitan Life Insurance Company (MetLife)
New York
– -$202K -1,978 Closed
DekaBank Deutsche Girozentrale
339
DekaBank Deutsche Girozentrale
Germany
– -$84K -830 Closed
FIM
340
Fernwood Investment Management
Massachusetts
– -$12.4K -122 Closed
EC
341
Elequin Capital
New York
– -$7.65K -75 Closed
HWA
342
HHM Wealth Advisors
Tennessee
– -$5.41K -53 Closed
CWP
343
Concord Wealth Partners
Virginia
– -$3.06K -30 Closed
MG
344
Mather Group
Illinois
– -$2.61K -24 Closed
GWM
345
Geneos Wealth Management
Colorado
– -$1.12K -11 Closed
AWM
346
Avior Wealth Management
Nebraska
– -$815 -8 Closed
FGAM
347
Financial Gravity Asset Management
Texas
– -$57 -1 Closed
TWP
348
TFO Wealth Partners
Ohio
– -$102 -1 Closed
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