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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 %
NIM
176
Needham Investment Management
New York
$510K -$1.23M -12,082 -71%
FC
177
FORA Capital
Florida
$507K +$107K +1,045 +27%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$494K -$88.6K -869 -15%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$488K +$9.79K +96 +2%
AG
180
Algert Global
California
$485K -$206K -2,020 -30%
RR
181
Robotti Robert
$482K – – –
FNBOO
182
First National Bank of Omaha
Nebraska
$479K -$172K -1,804 -26%
GT
183
Glenmede Trust
Pennsylvania
$478K -$153K -1,497 -24%
BF
184
BOK Financial
Oklahoma
$472K -$5.07K -50 -1%
CL
185
CIM LLC
New York
$460K +$3.06K +30 +0.7%
P
186
Pitcairn
Pennsylvania
$449K +$16.7K +164 +4%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$443K +$443K +4,348 New
US Bancorp
188
US Bancorp
Minnesota
$442K -$211K -2,066 -32%
FCH
189
Freestone Capital Holdings
Washington
$439K – – –
Axa
190
Axa
France
$414K – – –
VPIM
191
Vanguard Personalized Indexing Management
California
$403K -$6.12K -60 -1%
COI
192
Connable Office Inc
Michigan
$402K -$31.6K -310 -7%
EI
193
Ethic Inc
New York
$400K -$27.3K -268 -6%
IIC
194
Integrated Investment Consultants
Michigan
$390K -$21.8K -214 -5%
CIM
195
CIM Investment Management
Pennsylvania
$384K – – –
AIP
196
Ameritas Investment Partners
Nebraska
$383K -$14.6K -143 -4%
NYLIM
197
New York Life Investment Management
New York
$369K +$9.28K +91 +3%
Mariner
198
Mariner
Kansas
$368K -$13.5K -132 -4%
VA
199
Vident Advisory
Georgia
$367K +$108K +1,059 +42%
PAS
200
Park Avenue Securities
New York
$366K -$13.4K -131 -4%
6 7
8
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