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Advanced Energy
AEIS

Overview Fund Activity

314 hedge funds and large institutions have $4.12B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
105
Reduced
115
Closed
27
Calls
$5.14M
Puts
$15M
Net Calls
-$9.82M
Net Calls Change
-$2.57M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$446M
3
BlackRock
3
BlackRock
New York
$618M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.6M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$12.3M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.63M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$44.7M
3
Ameriprise
3
Ameriprise
Minnesota
$272M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$35.2M -$221K -2,101 -0.6%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$34.4M -$685K -6,505 -2%
GKIM
28
GW&K Investment Management
Massachusetts
$32.9M +$8.05M +76,499 +32%
First Trust Advisors
29
First Trust Advisors
Illinois
$27.5M +$3.49M +33,142 +15%
Macquarie Group
30
Macquarie Group
Australia
$26.9M +$4.19M +39,833 +18%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$21.8M -$283K -2,688 -1%
SEI Investments
32
SEI Investments
Pennsylvania
$21.6M -$1.8M -17,066 -8%
Invesco
33
Invesco
Georgia
$20.9M +$363K +3,451 +2%
TCM
34
Tributary Capital Management
Nebraska
$19.7M -$97.9K -930 -0.5%
Citigroup
35
Citigroup
New York
$19.7M +$1.5M +14,212 +8%
PA
36
Pinnacle Associates
New York
$19.2M +$677K +6,217 +4%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$16M +$180K +1,706 +1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$14.6M +$112K +1,067 +0.8%
SBH
39
Segall Bryant & Hamill
Illinois
$14.4M +$2.82M +26,782 +24%
FWIA
40
Fort Washington Investment Advisors
Ohio
$13.3M -$210K -1,991 -2%
Fisher Asset Management
41
Fisher Asset Management
Washington
$13.2M +$3.47K +33 +0%
HJGA
42
Hardman Johnston Global Advisors
Connecticut
$13M -$729K -6,930 -5%
First Eagle Investment Management
43
First Eagle Investment Management
New York
$12.5M +$621K +5,900 +5%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$12.3M +$12.3M +116,934 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$11.5M -$325K -3,090 -3%
GC
46
Guggenheim Capital
Illinois
$11.1M -$162K -1,537 -1%
Legal & General Group
47
Legal & General Group
United Kingdom
$10.8M -$110K -1,049 -1%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$10.8M -$154K -1,465 -1%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$10.5M -$3.69M -35,024 -26%
UBS AM
50
UBS AM
Illinois
$9.49M -$149K -1,418 -2%
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