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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 %
Vontobel Holding
151
Vontobel Holding
Switzerland
$796K +$88.1K +864 +12%
CAM
152
ClariVest Asset Management
California
$793K -$463K -4,538 -37%
BBVA
153
Banco Bilbao Vizcaya Argentaria
Spain
$788K -$135K -1,327 -15%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$778K +$15.3K +150 +2%
JFG
155
Jefferies Financial Group
New York
$776K -$29.7K -291 -4%
ProShare Advisors
156
ProShare Advisors
Maryland
$773K +$53.2K +522 +7%
AAM
157
Azzad Asset Management
Virginia
$734K +$19K +186 +3%
SG Americas Securities
158
SG Americas Securities
New York
$732K +$732K +7,173 New
SSWM
159
Sheets Smith Wealth Management
North Carolina
$711K +$102 +1 +0%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$705K -$251K -2,457 -26%
Corient Private Wealth
161
Corient Private Wealth
Florida
$704K +$6.43K +63 +0.9%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$687K – – –
PWS
163
Peterson Wealth Services
Utah
$637K +$444K +4,350 +229%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$616K +$2.75K +27 +0.4%
MML Investors Services
165
MML Investors Services
Massachusetts
$606K -$34.2K -335 -5%
SF
166
Synovus Financial
Georgia
$586K -$50.6K -496 -8%
HighTower Advisors
167
HighTower Advisors
Illinois
$576K +$26.8K +261 +5%
MM
168
MQS Management
New York
$574K +$574K +5,629 New
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$561K +$106K +1,044 +23%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$552K +$8.06K +79 +1%
KeyBank National Association
171
KeyBank National Association
Ohio
$540K +$6.63K +65 +1%
MFS
172
Mirabella Financial Services
United Kingdom
$532K +$532K +5,220 New
BCI
173
Brinker Capital Investments
Pennsylvania
$523K +$58.2K +571 +13%
OPS
174
Orion Portfolio Solutions
Nebraska
$523K +$58.2K +571 +13%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$515K +$38.4K +377 +8%
5 6
7
8 9