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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 %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$313K -$459K -4,361 -59%
CWAG
202
Compton Wealth Advisory Group
Virginia
$308K – – –
BWM
203
Baron Wealth Management
Michigan
$303K -$316 -3 -0.1%
QCG
204
Quadrant Capital Group
Ohio
$302K +$8.1K +77 +3%
Verition Fund Management
205
Verition Fund Management
Connecticut
$296K -$837K -7,956 -74%
VI
206
Vestcor Inc
New Brunswick, Canada
$295K – – –
JFG
207
Jefferies Financial Group
New York
$271K +$271K +2,579 New
IFS
208
Ifrah Financial Services
Arkansas
$266K -$5.05K -48 -2%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$263K +$13.7K +130 +5%
X
210
Xponance
Pennsylvania
$256K +$6.53K +62 +3%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$249K – – –
CGH
212
Crossmark Global Holdings
Texas
$248K -$17.9K -170 -7%
NP
213
NorthRock Partners
Minnesota
$238K -$755K -7,173 -76%
CA
214
Clearstead Advisors
Ohio
$233K – – –
Truist Financial
215
Truist Financial
North Carolina
$232K -$737 -7 -0.3%
LJAC
216
L.J. Altfest & Co
New York
$223K +$223K +2,122 New
TRCT
217
Tower Research Capital (TRC)
New York
$221K -$305K -2,901 -58%
Walleye Capital
218
Walleye Capital
New York
$221K -$76.9K -731 -26%
SO
219
STRS Ohio
Ohio
$221K -$73.7K -700 -25%
DC
220
Diametric Capital
Massachusetts
$217K +$217K +2,059 New
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$213K -$3.58K -34 -2%
DJYG
222
David J. Yvars Group
Florida
$211K -$21K -200 -9%
Renaissance Technologies
223
Renaissance Technologies
New York
$210K -$1.01M -9,626 -83%
CG
224
Caprock Group
Idaho
$208K -$19.3K -183 -8%
ECM
225
Evergreen Capital Management
Washington
$207K -$5.79K -55 -3%
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