AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

319 hedge funds and large institutions have $4.73B invested in Advanced Energy in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
123
Reduced
106
Closed
38
Calls
$6.31M
Puts
$21.6M
Net Calls
-$15.3M
Net Calls Change
-$5.47M

Top Buyers

1
SPPAM
1
Summit Partners Public Asset Management
Massachusetts
$71.5M
2
Norges Bank
2
Norges Bank
Norway
$68.9M
3
SAM
3
Silvercrest Asset Management
New York
$58.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$458M
2
Ameriprise
2
Ameriprise
Minnesota
$270M
3
BAMCO Inc
3
BAMCO Inc
New York
$42.1M
4
GC
4
Guggenheim Capital
Illinois
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$1.3M 11,285 -1,657 -13%
ProShare Advisors
127
ProShare Advisors
Maryland
$1.3M 11,285 +3,471 +44%
Stifel Financial
128
Stifel Financial
Missouri
$1.28M 11,036 +284 +3%
AB
129
Amalgamated Bank
New York
$1.27M 11,019 -47 -0.4%
Credit Agricole
130
Credit Agricole
France
$1.27M 11,000 – –
ASRS
131
Arizona State Retirement System
Arizona
$1.26M 10,926 +144 +1%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$1.21M 10,437 +1,100 +12%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$1.17M 10,147 -170 -2%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.11M 9,629 +206 +2%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$1.11M 9,577 -2,587 -21%
NAM
136
NorthCrest Asset Manangement
Minnesota
$1.08M 9,350 – –
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$1.07M 9,222 -3,030 -25%
GAA
138
Green Alpha Advisors
Colorado
$1.06M 9,136 -613 -6%
GT
139
Glenmede Trust
Pennsylvania
$1.04M 8,960 +1,504 +20%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.03M 8,912 +49 +0.6%
NP
141
NorthRock Partners
Minnesota
$1.02M 8,798 +6,533 +288%
PSC
142
Portman Square Capital
United Kingdom
$1.01M 8,775 +8,775 New
PWS
143
Peterson Wealth Services
Utah
$996K 8,617 +528 +7%
CP
144
CenterBook Partners
Connecticut
$984K 8,512 +8,512 New
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$930K 8,043 -10 -0.1%
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$921K 7,969 +7,969 New
AAM
147
Azzad Asset Management
Virginia
$902K 7,803 +387 +5%
KK
148
KLP Kapitalforvaltning
Norway
$856K 7,400 +7,400 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$852K 7,364 -725 -9%
SF
150
Synovus Financial
Georgia
$850K 7,351 +682 +10%
4 5
6
7 8