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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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$36.6M 336,434 +4,699 +1%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$36.3M 333,772 -34,606 -9%
Morgan Stanley
28
Morgan Stanley
New York
$34.3M 315,601 -31,900 -9%
Goldman Sachs
29
Goldman Sachs
New York
$26.5M 243,293 +106,977 +78%
GKIM
30
GW&K Investment Management
Massachusetts
$25.7M 236,021 +236,021 New
First Trust Advisors
31
First Trust Advisors
Illinois
$24.8M 227,816 +7,915 +4%
SEI Investments
32
SEI Investments
Pennsylvania
$24.2M 222,287 -2,361 -1%
Macquarie Group
33
Macquarie Group
Australia
$23.4M 215,315 -2,625 -1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$22.8M 209,522 +15,590 +8%
Invesco
35
Invesco
Georgia
$21.3M 195,513 -21,608 -10%
TCM
36
Tributary Capital Management
Nebraska
$20.5M 188,170 +566 +0.3%
Citigroup
37
Citigroup
New York
$18.8M 172,628 +13,560 +9%
PA
38
Pinnacle Associates
New York
$18.5M 170,466 -5,226 -3%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$16.4M 150,763 -27,293 -15%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$15.1M 138,748 -812 -0.6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$14.7M 135,047 -29,217 -18%
HJGA
42
Hardman Johnston Global Advisors
Connecticut
$14.2M 130,580 -3,255 -2%
FWIA
43
Fort Washington Investment Advisors
Ohio
$14M 128,687 +11,469 +10%
Fisher Asset Management
44
Fisher Asset Management
Washington
$13.7M 125,686 -4,373 -3%
First Eagle Investment Management
45
First Eagle Investment Management
New York
$12.3M 112,733 -100 -0.1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.2M 112,248 -2,551 -2%
SBH
47
Segall Bryant & Hamill
Illinois
$12M 110,115 +14,529 +15%
GC
48
Guggenheim Capital
Illinois
$11.7M 107,238 -2,363 -2%
Legal & General Group
49
Legal & General Group
United Kingdom
$11.3M 103,636 -850 -0.8%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$11.3M 103,618 +2,039 +2%
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