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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
$510M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$446M
3
BlackRock
BlackRock
New York
$618M
4
Goldman Sachs
Goldman Sachs
New York
$39.6M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$12.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$8.63M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$44.7M
3
Ameriprise
Ameriprise
Minnesota
$272M
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
GLA
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
BOK Financial
Oklahoma
$481K – – –
IIC
177
Integrated Investment Consultants
Michigan
$473K +$70.8K +673 +18%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$469K – – –
WAM
179
Weiss Asset Management
Massachusetts
$462K +$462K +4,390 New
P
180
Pitcairn
Pennsylvania
$451K -$43.5K -413 -9%
VPIM
181
Vanguard Personalized Indexing Management
California
$441K -$6.84K -65 -2%
Cerity Partners
182
Cerity Partners
New York
$436K +$137K +1,302 +46%
FCH
183
Freestone Capital Holdings
Washington
$416K +$526 +5 +0.1%
II
184
Inspire Investing
Idaho
$411K +$70.9K +674 +21%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$410K -$8.32K -79 -2%
Lazard Asset Management
186
Lazard Asset Management
New York
$409K +$204K +1,941 +99%
EI
187
Ethic Inc
New York
$400K +$57.6K +565 +17%
AIP
188
Ameritas Investment Partners
Nebraska
$399K +$4K +38 +1%
Millennium Management
189
Millennium Management
New York
$381K +$381K +3,619 New
PTC
190
Petrus Trust Company
Texas
$380K +$380K +3,614 New
SEC
191
Seven Eight Capital
New York
$377K +$377K +3,580 New
Osaic Holdings
192
Osaic Holdings
Arizona
$372K +$10.3K +98 +3%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$356K +$356K +3,384 New
CB
194
Commerce Bank
Missouri
$350K +$88.9K +845 +34%
FTDI
195
First Trust Direct Indexing
Massachusetts
$346K -$4K -38 -1%
PAS
196
Park Avenue Securities
New York
$344K -$71.7K -682 -17%
State of Wisconsin Investment Board
197
State of Wisconsin Investment Board
Wisconsin
$332K – – –
VA
198
Vident Advisory
Georgia
$324K -$109K -1,031 -25%
CIM
199
CIM Investment Management
Pennsylvania
$320K – – –
QCM
200
Quantinno Capital Management
New York
$315K +$38.2K +363 +14%
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8
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