AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

310 hedge funds and large institutions have $4B invested in Advanced Energy in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
102
Reduced
123
Closed
24
Calls
$5.3M
Puts
$17.9M
Net Calls
-$12.6M
Net Calls Change
+$560K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$269M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$10.1M
4
CCM
4
Channing Capital Management
Illinois
$73.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.8M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$35.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$392M
5
Invesco
5
Invesco
Georgia
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$35.4M -$38.9M -381,607 -52%
Wells Fargo
27
Wells Fargo
California
$33.8M -$3.84M -37,703 -10%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$33.5M +$2.91M +28,538 +10%
SEI Investments
29
SEI Investments
Pennsylvania
$22.9M -$722K -7,084 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$22.4M -$33.2M -325,178 -60%
Macquarie Group
31
Macquarie Group
Australia
$22.2M -$4.21M -41,303 -16%
Invesco
32
Invesco
Georgia
$22.1M -$22.3M -218,455 -50%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$19.8M -$158K -1,547 -0.8%
TCM
34
Tributary Capital Management
Nebraska
$19.1M +$1.4M +13,735 +8%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$18.2M +$1.64M +16,036 +10%
PA
36
Pinnacle Associates
New York
$17.9M -$101K -991 -0.6%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$16.8M +$8.75M +85,835 +109%
Citigroup
38
Citigroup
New York
$16.2M -$107K -1,052 -0.7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$14.3M +$263K +2,575 +2%
Goldman Sachs
40
Goldman Sachs
New York
$13.9M -$1.98M -19,393 -12%
HJGA
41
Hardman Johnston Global Advisors
Connecticut
$13.6M -$16.8K -165 -0.1%
Fisher Asset Management
42
Fisher Asset Management
Washington
$13.3M +$61.2K +600 +0.5%
FWIA
43
Fort Washington Investment Advisors
Ohio
$12M -$18.4K -180 -0.2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$11.7M -$27.6K -271 -0.2%
First Eagle Investment Management
45
First Eagle Investment Management
New York
$11.5M +$1.3M +12,700 +13%
GC
46
Guggenheim Capital
Illinois
$11.2M +$159K +1,563 +1%
Legal & General Group
47
Legal & General Group
United Kingdom
$10.7M +$20.2K +198 +0.2%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$10.4M -$238K -2,331 -2%
ClearBridge Investments
49
ClearBridge Investments
New York
$10.1M +$254K +2,491 +3%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$10.1M +$9.69M +95,038 +2,465%
1
2
3 4 5