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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.

New
Increased
Maintained
Reduced
Closed
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 %
Credit Agricole
126
Credit Agricole
France
$1.2M +$1.2M +11,000 New
Verition Fund Management
127
Verition Fund Management
Connecticut
$1.17M +$931K +8,561 +388%
Stifel Financial
128
Stifel Financial
Missouri
$1.16M +$217K +1,994 +23%
ASRS
129
Arizona State Retirement System
Arizona
$1.14M +$22.1K +203 +2%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$1.12M -$707K -6,503 -39%
GAA
131
Green Alpha Advisors
Colorado
$1.05M -$101K -926 -9%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$1.04M -$51.3K -472 -5%
NP
133
NorthRock Partners
Minnesota
$1.03M -$63.8K -587 -6%
NAM
134
NorthCrest Asset Manangement
Minnesota
$1.02M – – –
PI
135
PEAK6 Investments
Illinois
$1M +$1M +9,235 New
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$992K -$97.9K -900 -9%
PP
137
PDT Partners
New York
$919K +$919K +8,454 New
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$918K +$36.4K +335 +4%
QCM
139
QRG Capital Management
Illinois
$899K +$33.1K +304 +4%
TPI
140
Trust Point Inc
Wisconsin
$878K +$9.14K +84 +1%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$877K +$1.85K +17 +0.2%
UM
142
UniSuper Management
Australia
$871K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$870K +$40.1K +369 +5%
CAM
144
ClariVest Asset Management
California
$844K -$2.07K -19 -0.2%
BBVA
145
Banco Bilbao Vizcaya Argentaria
Spain
$841K – – –
Vontobel Holding
146
Vontobel Holding
Switzerland
$840K -$8.38K -77 -1%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$839K +$87.2K +802 +12%
GT
148
Glenmede Trust
Pennsylvania
$821K +$311K +2,863 +61%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$798K -$2.33M -21,439 -75%
AAM
150
Azzad Asset Management
Virginia
$796K +$13.5K +124 +2%
4 5
6
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