AEIS icon

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.

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 %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$794K -$58.8K -541 -7%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$776K +$43.5K +400 +6%
PWS
153
Peterson Wealth Services
Utah
$769K +$89.5K +823 +13%
SSWM
154
Sheets Smith Wealth Management
North Carolina
$759K – – –
Corient Private Wealth
155
Corient Private Wealth
Florida
$732K -$19.4K -178 -3%
Squarepoint
156
Squarepoint
New York
$688K +$688K +6,328 New
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$686K +$96.8K +890 +16%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$680K +$23.1K +212 +4%
US Bancorp
159
US Bancorp
Minnesota
$669K +$197K +1,810 +42%
LCM
160
Legato Capital Management
California
$643K +$643K +5,913 New
DCM
161
Dean Capital Management
Kansas
$643K +$643K +5,913 New
OPS
162
Orion Portfolio Solutions
Nebraska
$643K +$84.9K +781 +15%
BCI
163
Brinker Capital Investments
Pennsylvania
$643K +$84.9K +781 +15%
HighTower Advisors
164
HighTower Advisors
Illinois
$642K +$27.1K +247 +4%
ProShare Advisors
165
ProShare Advisors
Maryland
$630K -$195K -1,789 -24%
Amundi
166
Amundi
France
$623K +$623K +5,827 New
FNBOO
167
First National Bank of Omaha
Nebraska
$621K +$73.5K +676 +13%
MML Investors Services
168
MML Investors Services
Massachusetts
$618K -$28.3K -260 -4%
SF
169
Synovus Financial
Georgia
$605K -$19.6K -180 -3%
KeyBank National Association
170
KeyBank National Association
Ohio
$596K +$19.5K +179 +3%
TRCT
171
Tower Research Capital (TRC)
New York
$544K +$513K +4,720 +1,662%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$530K -$19K -175 -3%
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$520K – – –
RR
174
Robotti Robert
$514K – – –
P
175
Pitcairn
Pennsylvania
$511K +$31.9K +293 +7%
5 6
7
8 9