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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 %
ECM
326
ExodusPoint Capital Management
New York
– – -6,392 Closed
MM
327
MQS Management
New York
– – -6,305 Closed
Tudor Investment Corp
328
Tudor Investment Corp
Connecticut
– – -5,733 Closed
ACM
329
Aquatic Capital Management
Illinois
– – -5,700 Closed
SG Americas Securities
330
SG Americas Securities
New York
– – -5,520 Closed
WAM
331
Weiss Asset Management
Massachusetts
– – -4,390 Closed
Lazard Asset Management
332
Lazard Asset Management
New York
$0 8 -3,886 -100%
PTC
333
Petrus Trust Company
Texas
– – -3,614 Closed
SEC
334
Seven Eight Capital
New York
– – -3,580 Closed
FTDI
335
First Trust Direct Indexing
Massachusetts
– – -3,292 Closed
VA
336
Vident Advisory
Georgia
– – -3,077 Closed
VI
337
Vestcor Inc
New Brunswick, Canada
– – -2,805 Closed
JFG
338
Jefferies Financial Group
New York
– – -2,579 Closed
Walleye Capital
339
Walleye Capital
New York
– – -2,101 Closed
DC
340
Diametric Capital
Massachusetts
– – -2,059 Closed
Renaissance Technologies
341
Renaissance Technologies
New York
– – -1,996 Closed
Acadian Asset Management
342
Acadian Asset Management
Massachusetts
– – -1,950 Closed
SCA
343
Snowden Capital Advisors
New York
– – -1,903 Closed
QT
344
Quantbot Technologies
New York
– – -387 Closed
CFM
345
Catalyst Funds Management
Australia
– – -300 Closed
Walleye Trading
346
Walleye Trading
New York
– – -55 Closed
CPA
347
Capital Performance Advisors
California
– – -33 Closed
FFC
348
First Financial Corp
Indiana
– – -31 Closed
S
349
Sachetta
Massachusetts
– – -30 Closed
Jones Financial Companies
350
Jones Financial Companies
Missouri
– – -19 Closed
11 12 13
14
15