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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 %
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$2.08M +$2.08M +19,108 New
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$2.04M +$32.6K +300 +2%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$2.04M -$829K -7,621 -29%
AAS
104
Avantax Advisory Services
Texas
$1.97M +$1.97M +18,154 New
KTA
105
Keeley-Teton Advisors
Illinois
$1.95M – – –
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$1.94M -$1.13M -10,410 -37%
Holocene Advisors
107
Holocene Advisors
New York
$1.94M +$1.94M +17,821 New
HSBC Holdings
108
HSBC Holdings
United Kingdom
$1.77M -$251K -2,301 -12%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$1.76M -$20.8K -191 -1%
DIA
110
Dean Investment Associates
Ohio
$1.74M +$1.74M +16,026 New
Creative Planning
111
Creative Planning
Kansas
$1.69M +$731K +6,721 +76%
Comerica Bank
112
Comerica Bank
Texas
$1.67M -$176K -1,617 -10%
Barclays
113
Barclays
United Kingdom
$1.64M -$2.31M -21,268 -59%
YCM
114
Yousif Capital Management
Michigan
$1.63M -$202K -1,859 -11%
QEI
115
QSV Equity Investors
Illinois
$1.63M -$9.35K -86 -0.6%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$1.58M – – –
AI
117
Atria Investments
North Carolina
$1.48M +$173K +1,591 +13%
TCA
118
Transcend Capital Advisors
New Jersey
$1.43M – – –
MSRPS
119
Maryland State Retirement & Pension System
Maryland
$1.42M -$41.2K -379 -3%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$1.4M -$139K -1,279 -9%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M – – –
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$1.32M +$1.32M +12,100 New
Renaissance Technologies
123
Renaissance Technologies
New York
$1.26M -$3.9M -35,900 -76%
AB
124
Amalgamated Bank
New York
$1.25M -$47.1K -433 -4%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$1.24M +$376K +3,457 +44%
3 4
5
6 7