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Advanced Energy
AEIS

Overview Fund Activity

310 hedge funds and large institutions have $4B invested in Advanced Energy in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
102
Reduced
123
Closed
24
Calls
$5.3M
Puts
$17.9M
Net Calls
-$12.6M
Net Calls Change
+$560K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$269M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$10.1M
4
CCM
4
Channing Capital Management
Illinois
$73.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.8M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$35.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$392M
5
Invesco
5
Invesco
Georgia
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$1.21M -$422K -4,135 -26%
Capstone Investment Advisors
127
Capstone Investment Advisors
New York
$1.2M +$1.2M +11,736 New
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$1.17M +$32K +314 +3%
TC
129
TwinBeech Capital
New York
$1.14M +$1.14M +11,139 New
American Century Companies
130
American Century Companies
Missouri
$1.13M -$250K -2,452 -18%
Two Sigma Investments
131
Two Sigma Investments
New York
$1.08M +$1.08M +10,628 New
GAA
132
Green Alpha Advisors
Colorado
$1.08M +$5K +49 +0.5%
ASRS
133
Arizona State Retirement System
Arizona
$1.04M -$28.6K -280 -3%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.02M -$16.9K -166 -2%
NP
135
NorthRock Partners
Minnesota
$1.02M +$1.02M +10,025 New
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$1.02M -$85.4K -837 -8%
QT
137
Quantbot Technologies
New York
$1M +$1M +9,833 New
NAM
138
NorthCrest Asset Manangement
Minnesota
$954K -$25.5K -250 -3%
Creative Planning
139
Creative Planning
Kansas
$902K +$212K +2,076 +31%
Stifel Financial
140
Stifel Financial
Missouri
$883K -$243K -2,382 -22%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$827K -$56.8K -557 -6%
TI
142
Trexquant Investment
Connecticut
$823K +$823K +8,067 New
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$821K +$612 +6 +0.1%
UM
144
UniSuper Management
Australia
$817K +$817K +8,008 New
TPI
145
Trust Point Inc
Wisconsin
$815K +$220K +2,154 +37%
OQS
146
Occudo Quantitative Strategies
Florida
$814K +$4.59K +45 +0.6%
QCM
147
QRG Capital Management
Illinois
$812K -$4.9K -48 -0.6%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$809K -$1.09M -10,690 -57%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$799K -$123K -1,202 -13%
GCP
150
GSA Capital Partners
United Kingdom
$799K +$799K +7,835 New
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