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.

New
Increased
Maintained
Reduced
Closed
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
GW&K Investment Management
Massachusetts
$25.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$443M
3
EARNEST Partners
EARNEST Partners
Georgia
$183M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.4M
5
Goldman Sachs
Goldman Sachs
New York
$26.5M

Top Sellers

1
BlackRock
BlackRock
New York
$624M
2
EP
Edgestream Partners
New Jersey
$0
3
Millennium Management
Millennium Management
New York
$0
4
State Street
State Street
Massachusetts
$183M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
176
American Century Companies
Missouri
$511K -$696K -6,395 -58%
BF
177
BOK Financial
Oklahoma
$508K +$1.85K +17 +0.4%
COI
178
Connable Office Inc
Michigan
$506K +$77K +708 +18%
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$492K -$106K -971 -18%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$484K -$42.7K -393 -8%
VPIM
181
Vanguard Personalized Indexing Management
California
$463K +$33.9K +312 +8%
VA
182
Vident Advisory
Georgia
$447K +$55.4K +509 +14%
SG Americas Securities
183
SG Americas Securities
New York
$436K -$344K -3,161 -44%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$433K -$40.4K -371 -9%
PAS
185
Park Avenue Securities
New York
$430K +$40.2K +370 +10%
FCH
186
Freestone Capital Holdings
Washington
$430K -$38.3K -352 -8%
AG
187
Algert Global
California
$409K -$109K -999 -21%
AIP
188
Ameritas Investment Partners
Nebraska
$408K – – –
AQR Capital Management
189
AQR Capital Management
Connecticut
$397K +$61.6K +566 +18%
Mariner
190
Mariner
Kansas
$397K +$4.24K +39 +1%
IIC
191
Integrated Investment Consultants
Michigan
$390K – – –
Osaic Holdings
192
Osaic Holdings
Arizona
$374K +$71.5K +657 +24%
EI
193
Ethic Inc
New York
$365K -$61.4K -565 -14%
FTDI
194
First Trust Direct Indexing
Massachusetts
$362K +$17.5K +161 +5%
II
195
Inspire Investing
Idaho
$351K -$31K -285 -8%
State of Wisconsin Investment Board
196
State of Wisconsin Investment Board
Wisconsin
$343K +$22K +202 +7%
OQS
197
Occudo Quantitative Strategies
Florida
$342K -$527K -4,842 -61%
CIM
198
CIM Investment Management
Pennsylvania
$331K -$78.6K -723 -19%
CWAG
199
Compton Wealth Advisory Group
Virginia
$318K – – –
BWM
200
Baron Wealth Management
Michigan
$313K +$326 +3 +0.1%
6 7
8
9 10