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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.

New
Increased
Maintained
Reduced
Closed
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 %
Stifel Financial
126
Stifel Financial
Missouri
$1.13M +$10.7K +102 +1%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$1.09M – – –
Corient Private Wealth
128
Corient Private Wealth
Florida
$1.06M +$353K +3,356 +50%
GAA
129
Green Alpha Advisors
Colorado
$1.03M +$7.05K +67 +0.7%
EGM
130
Engineers Gate Manager
New York
$1.02M +$1.02M +9,701 New
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$992K -$13.9K -132 -1%
NAM
132
NorthCrest Asset Manangement
Minnesota
$984K – – –
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$983K +$232K +2,200 +31%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$975K +$86.8K +825 +10%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$933K -$26.9K -256 -3%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$911K +$99.6K +946 +12%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$851K +$9.68K +92 +1%
PWS
138
Peterson Wealth Services
Utah
$851K +$107K +1,018 +14%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$847K -$1.58K -15 -0.2%
CAM
140
ClariVest Asset Management
California
$844K – – –
TPI
141
Trust Point Inc
Wisconsin
$835K -$14.5K -138 -2%
ProShare Advisors
142
ProShare Advisors
Maryland
$822K +$213K +2,024 +35%
NRD
143
Nebula Research & Development
New York
$816K +$816K +7,757 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$790K +$21.6K +205 +3%
GT
145
Glenmede Trust
Pennsylvania
$785K -$10.2K -97 -1%
AAM
146
Azzad Asset Management
Virginia
$780K +$9.89K +94 +1%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$726K -$8.31K -79 -1%
SCM
148
Semanteon Capital Management
Massachusetts
$724K +$724K +6,879 New
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$719K +$55.1K +524 +8%
IIM
150
INTECH Investment Management
Florida
$718K +$718K +6,827 New
4 5
6
7 8