AEIS icon

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.

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 %
SF
151
Synovus Financial
Georgia
$702K +$117K +1,107 +20%
Amundi
152
Amundi
France
$701K +$85K +805 +14%
ECM
153
ExodusPoint Capital Management
New York
$673K -$3.9M -36,996 -85%
Vontobel Holding
154
Vontobel Holding
Switzerland
$665K -$148K -1,407 -18%
MM
155
MQS Management
New York
$664K +$664K +6,305 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$663K +$121K +1,093 +22%
ECM
157
Everence Capital Management
Indiana
$662K – – –
US Bancorp
158
US Bancorp
Minnesota
$651K +$4.1K +39 +0.6%
P
159
&Partners
Tennessee
$638K +$437K +4,150 +217%
HighTower Advisors
160
HighTower Advisors
Illinois
$623K +$6.74K +64 +1%
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
$603K -$5.41M -51,413 -90%
ACM
162
Aquatic Capital Management
Illinois
$600K +$600K +5,700 New
MML Investors Services
163
MML Investors Services
Massachusetts
$599K +$1.16K +11 +0.2%
OPS
164
Orion Portfolio Solutions
Nebraska
$589K -$32.5K -309 -5%
BCI
165
Brinker Capital Investments
Pennsylvania
$589K -$32.5K -309 -5%
SG Americas Securities
166
SG Americas Securities
New York
$581K +$159K +1,508 +38%
FNBOO
167
First National Bank of Omaha
Nebraska
$580K -$20.1K -191 -3%
QCM
168
QRG Capital Management
Illinois
$573K -$297K -2,822 -34%
Mariner
169
Mariner
Kansas
$539K +$156K +1,480 +41%
Squarepoint
170
Squarepoint
New York
$533K -$133K -1,265 -20%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$522K +$45.8K +435 +10%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$518K -$140K -1,329 -21%
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$503K – – –
RR
174
Robotti Robert
$497K – – –
COI
175
Connable Office Inc
Michigan
$489K – – –
5 6
7
8 9