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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 Holding Trade Value Shares
Change 		Shares
Change %
OAM
76
Oppenheimer Asset Management
New York
$4.21M +$1.11M +10,243 +36%
MOACM
77
Mutual of America Capital Management
New York
$4.12M +$882K +8,108 +27%
Federated Hermes
78
Federated Hermes
Pennsylvania
$3.97M +$114K +1,050 +3%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$3.96M -$96.6K -888 -2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$3.38M -$137K -1,259 -4%
UBS Group
81
UBS Group
Switzerland
$3.34M -$3.81M -35,030 -53%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$3.27M +$187K +1,719 +6%
SCP
83
Seizert Capital Partners
Michigan
$3.1M -$50.8K -467 -2%
OA
84
Oak Associates
Ohio
$3.08M – – –
TPSF
85
Texas Permanent School Fund
Texas
$3.07M -$479K -4,402 -13%
IP
86
Isthmus Partners
Wisconsin
$2.99M +$40.6K +373 +1%
SCM
87
Shelton Capital Management
Colorado
$2.89M -$2.18M -20,000 -43%
RC
88
Roubaix Capital
Colorado
$2.81M +$2.81M +25,824 New
LPL Financial
89
LPL Financial
California
$2.76M -$435 -4 -0%
RJA
90
Raymond James & Associates
Florida
$2.63M +$256K +2,355 +11%
M&T Bank
91
M&T Bank
New York
$2.55M +$9.14K +84 +0.4%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$2.4M -$2.05M -18,832 -46%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$2.39M -$79K -727 -3%
CI
94
Cambiar Investors
Colorado
$2.38M -$35.2K -324 -1%
CF
95
Corebridge Financial
Texas
$2.36M +$2.36M +21,711 New
MIM
96
MetLife Investment Management
New Jersey
$2.35M +$244K +2,239 +12%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$2.21M +$32.5K +299 +1%
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$2.18M -$119K -1,095 -5%
TAM
99
Telemark Asset Management
Massachusetts
$2.18M +$2.18M +20,000 New
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.12M +$2.12M +19,524 New
2 3
4
5 6