Advanced Energy
AEIS
AEIS
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
17% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 123
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less call options, than puts
Call options by funds: $5.3M | Put options by funds: $17.9M
Holders
310
Holding in Top 10
1
Calls
$5.3M
Puts
$17.9M
Top Buyers
| 1 | +$15M | |
| 2 | +$14.2M | |
| 3 | +$9.69M | |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$8.85M |
| 5 |
JP Morgan Chase
New York
|
+$8.75M |
Top Sellers
| 1 | -$46M | |
| 2 | -$38.9M | |
| 3 | -$33.2M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$22.3M |