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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 %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$46.3M 400,481 -3,198 -0.8%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$43.3M 374,293 +312 +0.1%
BAMCO Inc
28
BAMCO Inc
New York
$42.1M 363,714 -149,357 -29%
Wells Fargo
29
Wells Fargo
California
$39.7M 343,153 +8,820 +3%
GKIM
30
GW&K Investment Management
Massachusetts
$35.9M 310,187 -2,333 -0.7%
First Trust Advisors
31
First Trust Advisors
Illinois
$31.8M 275,367 +14,409 +6%
Macquarie Group
32
Macquarie Group
Australia
$29.4M 253,840 -1,308 -0.5%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$28M 242,057 -85,210 -26%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$24.3M 209,785 +2,951 +1%
SEI Investments
35
SEI Investments
Pennsylvania
$23.9M 206,672 +1,451 +0.7%
Citigroup
36
Citigroup
New York
$23.1M 199,744 +12,904 +7%
Invesco
37
Invesco
Georgia
$22M 190,370 -8,594 -4%
TCM
38
Tributary Capital Management
Nebraska
$21.6M 187,041 -199 -0.1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$21.5M 185,739 +85,716 +86%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$19.1M 165,057 +48,123 +41%
Fisher Asset Management
41
Fisher Asset Management
Washington
$18M 155,688 +29,969 +24%
SBH
42
Segall Bryant & Hamill
Illinois
$17.9M 154,448 +17,551 +13%
PA
43
Pinnacle Associates
New York
$16.6M 143,490 -33,193 -19%
FWIA
44
Fort Washington Investment Advisors
Ohio
$16.1M 139,556 +12,860 +10%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$15.8M 136,924 -2,891 -2%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$15.5M 134,225 -18,244 -12%
SI
47
Sora Investors
Pennsylvania
$15.3M 132,114 +87,114 +194%
UBS Group
48
UBS Group
Switzerland
$14.3M 123,640 +83,327 +207%
HJGA
49
Hardman Johnston Global Advisors
Connecticut
$13.9M 120,525 -3,125 -3%
SAM
50
Southernsun Asset Management
Tennessee
$13.4M 115,668 +81,697 +240%
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