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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 %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$5.24M 45,307 -34,795 -43%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$5.21M 45,040 -1,535 -3%
Prudential Financial
78
Prudential Financial
New Jersey
$4.55M 39,321 -3,340 -8%
OAM
79
Oppenheimer Asset Management
New York
$4.53M 39,151 +727 +2%
Federated Hermes
80
Federated Hermes
Pennsylvania
$4.48M 38,720 +1,128 +3%
MOACM
81
Mutual of America Capital Management
New York
$4.29M 37,079 +12 +0%
DCM
82
Dean Capital Management
Kansas
$4.12M 35,635 +15,504 +77%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$4.07M 35,215 -202 -0.6%
IP
84
Isthmus Partners
Wisconsin
$3.41M 29,469 +197 +0.7%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$3.37M 29,119 -465 -2%
OA
86
Oak Associates
Ohio
$3.28M 28,328 – –
LPL Financial
87
LPL Financial
California
$3.1M 26,838 +3,762 +16%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$3.08M 26,638 +4,666 +21%
Squarepoint
89
Squarepoint
New York
$3.08M 26,631 +21,568 +426%
SCM
90
Shelton Capital Management
Colorado
$3.05M 26,384 -222 -0.8%
Holocene Advisors
91
Holocene Advisors
New York
$2.97M 25,719 -3,840 -13%
M&T Bank
92
M&T Bank
New York
$2.96M 25,564 +12,774 +100%
AAP
93
Ardsley Advisory Partners
Connecticut
$2.89M 25,000 -5,000 -17%
SFI
94
Susquehanna Fundamental Investments
Pennsylvania
$2.78M 24,084 +24,084 New
Creative Planning
95
Creative Planning
Kansas
$2.7M 23,370 +8,266 +55%
MIM
96
MetLife Investment Management
New Jersey
$2.61M 22,591 +1,004 +5%
4A
97
4D Advisors
California
$2.6M 22,500 +22,500 New
LCM
98
Legato Capital Management
California
$2.59M 22,408 +8,379 +60%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$2.47M 21,389 -112 -0.5%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$2.46M 21,308 +813 +4%
2 3
4
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