AEIS icon

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
Ameriprise
Minnesota
$269M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$10.1M
4
CCM
Channing Capital Management
Illinois
$73.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.8M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$0
2
Morgan Stanley
Morgan Stanley
New York
$35.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$22.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$392M
5
Invesco
Invesco
Georgia
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
201
Inspire Investing
Idaho
$359K -$510 -5 -0.1%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$357K +$97.4K +954 +38%
CCIA
203
Campbell & Co Investment Adviser
Maryland
$335K +$335K +3,284 New
FTDI
204
First Trust Direct Indexing
Massachusetts
$323K -$7.34K -72 -2%
AQR Capital Management
205
AQR Capital Management
Connecticut
$314K +$10.2K +100 +3%
EC
206
EntryPoint Capital
New York
$312K +$312K +3,058 New
CAN
207
Cetera Advisor Networks
California
$304K -$204K -2,005 -40%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$301K -$62.8K -616 -17%
CWAG
209
Compton Wealth Advisory Group
Virginia
$298K – – –
BWM
210
Baron Wealth Management
Michigan
$293K – – –
Cerity Partners
211
Cerity Partners
New York
$289K +$289K +2,839 New
CGH
212
Crossmark Global Holdings
Texas
$289K +$2.05K +20 +0.7%
VI
213
Vestcor Inc
New Brunswick, Canada
$286K – – –
AA
214
AlphaMark Advisors
Kentucky
$285K +$32.2K +316 +13%
Osaic Holdings
215
Osaic Holdings
Arizona
$284K -$757K -7,419 -73%
FRM
216
Fox Run Management
Connecticut
$268K +$268K +2,628 New
IFS
217
Ifrah Financial Services
Arkansas
$264K +$5.1K +50 +2%
NA
218
NewEdge Advisors
Louisiana
$262K -$7.04K -69 -3%
SPIA
219
Steward Partners Investment Advisory
New York
$251K +$45.1K +442 +22%
EGM
220
Engineers Gate Manager
New York
$251K +$251K +2,465 New
Truist Financial
221
Truist Financial
North Carolina
$249K -$320K -3,133 -56%
Walleye Trading
222
Walleye Trading
New York
$244K -$364K -3,566 -60%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$242K – – –
QCG
224
Quadrant Capital Group
Ohio
$237K +$24.3K +238 +11%
X
225
Xponance
Pennsylvania
$233K +$612 +6 +0.3%
7 8
9
10 11