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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 Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$2.14M +$2.95K +28 +0.1%
DCM
102
Dean Capital Management
Kansas
$2.12M +$1.5M +14,218 +240%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.92M -$63.1K -600 -3%
AAS
104
Avantax Advisory Services
Texas
$1.9M -$5.68K -54 -0.3%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$1.9M +$27.4K +260 +1%
KTA
106
Keeley-Teton Advisors
Illinois
$1.88M – – –
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.77M +$62.2K +592 +4%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$1.67M -$33.4K -317 -2%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.61M -$363K -3,450 -18%
Creative Planning
110
Creative Planning
Kansas
$1.59M -$48.9K -465 -3%
QEI
111
QSV Equity Investors
Illinois
$1.58M – – –
Comerica Bank
112
Comerica Bank
Texas
$1.56M -$53K -504 -3%
YCM
113
Yousif Capital Management
Michigan
$1.54M -$39K -371 -2%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$1.53M – – –
LCM
115
Legato Capital Management
California
$1.48M +$854K +8,116 +137%
TCA
116
Transcend Capital Advisors
New Jersey
$1.38M – – –
AI
117
Atria Investments
North Carolina
$1.36M -$71K -675 -5%
M&T Bank
118
M&T Bank
New York
$1.35M -$1.13M -10,698 -46%
MSRPS
119
Maryland State Retirement & Pension System
Maryland
$1.34M -$35K -333 -3%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$1.29M -$62.2K -591 -5%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M – – –
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$1.28M +$81.3K +773 +7%
AB
123
Amalgamated Bank
New York
$1.17M -$40.1K -381 -3%
Credit Agricole
124
Credit Agricole
France
$1.16M – – –
ASRS
125
Arizona State Retirement System
Arizona
$1.13M +$35K +333 +3%
3 4
5
6 7