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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 %
Cerity Partners
201
Cerity Partners
New York
$309K +$761 +7 +0.2%
Walleye Capital
202
Walleye Capital
New York
$308K +$308K +2,832 New
JF
203
Jump Financial
Illinois
$307K -$1.03M -9,510 -77%
VI
204
Vestcor Inc
New Brunswick, Canada
$305K – – –
SO
205
STRS Ohio
Ohio
$305K +$76.1K +700 +33%
QCG
206
Quadrant Capital Group
Ohio
$304K +$51K +469 +20%
QCM
207
Quantinno Capital Management
New York
$286K +$286K +2,632 New
IFS
208
Ifrah Financial Services
Arkansas
$280K -$653 -6 -0.2%
CGH
209
Crossmark Global Holdings
Texas
$274K -$33.1K -305 -11%
CB
210
Commerce Bank
Missouri
$270K +$270K +2,482 New
X
211
Xponance
Pennsylvania
$258K +$9.35K +86 +4%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$258K – – –
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$257K +$28.4K +261 +12%
CA
214
Clearstead Advisors
Ohio
$241K +$241K +2,218 New
Truist Financial
215
Truist Financial
North Carolina
$241K -$24.6K -226 -9%
DJYG
216
David J. Yvars Group
Florida
$240K +$10.9K +100 +5%
CG
217
Caprock Group
Idaho
$235K +$235K +2,162 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$224K -$10.9K -100 -5%
SA
219
Sanctuary Advisors
Indiana
$221K +$221K +2,301 New
ECM
220
Evergreen Capital Management
Washington
$220K +$220K +2,021 New
SCA
221
Snowden Capital Advisors
New York
$218K -$24.3K -223 -10%
Lazard Asset Management
222
Lazard Asset Management
New York
$212K +$24.2K +223 +13%
P
223
&Partners
Tennessee
$208K +$208K +1,914 New
PA
224
Profund Advisors
Maryland
$208K -$20.6K -189 -9%
SPIA
225
Steward Partners Investment Advisory
New York
$206K -$61.9K -569 -23%
7 8
9
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