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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 %
SSWM
151
Sheets Smith Wealth Management
North Carolina
$824K 7,127 +230 +3%
P
152
&Partners
Tennessee
$812K 6,851 +787 +13%
Corient Private Wealth
153
Corient Private Wealth
Florida
$794K 6,864 -3,222 -32%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$790K 6,835 -668 -9%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$781K 6,757 -72 -1%
BBVA
156
Banco Bilbao Vizcaya Argentaria
Spain
$763K 6,591 +6,591 New
MML Investors Services
157
MML Investors Services
Massachusetts
$700K 6,050 +357 +6%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$647K 5,597 +636 +13%
Vontobel Holding
159
Vontobel Holding
Switzerland
$647K 5,592 -728 -12%
Verition Fund Management
160
Verition Fund Management
Connecticut
$641K 5,544 +2,731 +97%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$627K 5,421 -547 -9%
BCI
162
Brinker Capital Investments
Pennsylvania
$626K 5,412 -188 -3%
OPS
163
Orion Portfolio Solutions
Nebraska
$626K 5,412 -188 -3%
SSA
164
Schonfeld Strategic Advisors
New York
$623K 5,389 +5,389 New
GCP
165
GSA Capital Partners
United Kingdom
$615K 5,322 +5,322 New
QCM
166
QRG Capital Management
Illinois
$609K 5,267 -178 -3%
Mariner
167
Mariner
Kansas
$600K 5,190 +63 +1%
HighTower Advisors
168
HighTower Advisors
Illinois
$590K 5,107 -810 -14%
FNBOO
169
First National Bank of Omaha
Nebraska
$580K 5,018 -497 -9%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$579K 5,008 +85 +2%
BF
171
BOK Financial
Oklahoma
$556K 4,699 +25 +0.5%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$553K 4,782 – –
RR
173
Robotti Robert
$546K 4,725 – –
US Bancorp
174
US Bancorp
Minnesota
$546K 4,723 -1,465 -24%
COI
175
Connable Office Inc
Michigan
$538K 4,649 – –
5 6
7
8 9