We are live on ! Find out more
AEIS icon

Advanced Energy

305 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, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $4B → $4.33B (+$327M)

1.19% more ownership

Funds ownership: 105.2%106.39% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 110

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 311305 (-6)

62% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $11.7M

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
4.4%
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
110
Closed
46
Calls
$4.49M
Puts
$11.7M
Net Calls
-$7.25M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$2.04M +$30.7K +300 +2%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$2.04M -$780K -7,621 -29%
AAS
103
Avantax Advisory Services
Texas
$1.97M +$1.86M +18,154 New
KTA
104
Keeley-Teton Advisors
Illinois
$1.95M
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$1.94M -$1.07M -10,410 -37%
Holocene Advisors
106
Holocene Advisors
New York
$1.94M +$1.82M +17,821 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.77M -$236K -2,301 -12%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$1.76M -$19.6K -191 -1%
DIA
109
Dean Investment Associates
Ohio
$1.74M +$1.64M +16,026 New
Creative Planning
110
Creative Planning
Kansas
$1.69M +$688K +6,721 +76%
Comerica Bank
111
Comerica Bank
Texas
$1.67M -$166K -1,617 -10%
Barclays
112
Barclays
United Kingdom
$1.64M -$2.18M -21,268 -59%
YCM
113
Yousif Capital Management
Michigan
$1.63M -$190K -1,859 -11%
QEI
114
QSV Equity Investors
Illinois
$1.63M -$8.8K -86 -0.6%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.58M
AI
116
Atria Investments
North Carolina
$1.48M +$163K +1,591 +13%
TCA
117
Transcend Capital Advisors
New Jersey
$1.43M
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$1.42M -$38.8K -379 -3%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$1.4M -$131K -1,279 -9%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$1.32M +$1.24M +12,100 New
Renaissance Technologies
122
Renaissance Technologies
New York
$1.26M -$3.68M -35,900 -76%
AB
123
Amalgamated Bank
New York
$1.25M -$44.3K -433 -4%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$1.24M +$354K +3,457 +44%
Credit Agricole
125
Credit Agricole
France
$1.2M +$1.13M +11,000 New