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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 Market Value Shares Shares
Change 		Shares
Change %
MAP
76
Moody Aldrich Partners
Massachusetts
$4.29M 40,779 -717 -2%
UBS Group
77
UBS Group
Switzerland
$4.24M 40,313 +9,638 +31%
OAM
78
Oppenheimer Asset Management
New York
$4.04M 38,424 -275 -0.7%
Federated Hermes
79
Federated Hermes
Pennsylvania
$3.96M 37,592 +1,098 +3%
MOACM
80
Mutual of America Capital Management
New York
$3.9M 37,067 -783 -2%
DIA
81
Dean Investment Associates
Ohio
$3.77M 35,817 +19,791 +123%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$3.73M 35,417 -1,003 -3%
SAM
83
Southernsun Asset Management
Tennessee
$3.58M 33,971 +33,971 New
AAP
84
Ardsley Advisory Partners
Connecticut
$3.16M 30,000 +30,000 New
EP
85
Edgestream Partners
New Jersey
$3.15M 29,956 +29,956 New
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$3.11M 29,584 -1,499 -5%
Holocene Advisors
87
Holocene Advisors
New York
$3.11M 29,559 +11,738 +66%
IP
88
Isthmus Partners
Wisconsin
$3.08M 29,272 +1,810 +7%
OA
89
Oak Associates
Ohio
$2.98M 28,328 – –
SCP
90
Seizert Capital Partners
Michigan
$2.97M 28,194 -269 -0.9%
SCM
91
Shelton Capital Management
Colorado
$2.8M 26,606 – –
RJA
92
Raymond James & Associates
Florida
$2.61M 24,763 +583 +2%
LPL Financial
93
LPL Financial
California
$2.43M 23,076 -2,285 -9%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$2.31M 21,972 -8,048 -27%
CI
95
Cambiar Investors
Colorado
$2.3M 21,896 +24 +0.1%
MIM
96
MetLife Investment Management
New Jersey
$2.27M 21,587 – –
SOADOR
97
State of Alaska Department of Revenue
Alaska
$2.26M 21,501 -483 -2%
CF
98
Corebridge Financial
Texas
$2.26M 21,493 -218 -1%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$2.25M 21,388 +1,364 +7%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.16M 20,495 +971 +5%
2 3
4
5 6