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Advanced Energy
AEIS

Overview Fund Activity

319 hedge funds and large institutions have $4.73B invested in Advanced Energy in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
123
Reduced
106
Closed
38
Calls
$6.31M
Puts
$21.6M
Net Calls
-$15.3M
Net Calls Change
-$5.47M

Top Buyers

1
SPPAM
1
Summit Partners Public Asset Management
Massachusetts
$71.5M
2
Norges Bank
2
Norges Bank
Norway
$68.9M
3
SAM
3
Silvercrest Asset Management
New York
$58.4M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$120M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$458M
2
Ameriprise
2
Ameriprise
Minnesota
$270M
3
BAMCO Inc
3
BAMCO Inc
New York
$42.1M
4
GC
4
Guggenheim Capital
Illinois
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
QCM
201
Quantinno Capital Management
New York
$376K 3,255 +260 +9%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$375K 3,241 +745 +30%
QCG
203
Quadrant Capital Group
Ohio
$360K 3,116 +245 +9%
CIM
204
CIM Investment Management
Pennsylvania
$352K 3,043 – –
CWAG
205
Compton Wealth Advisory Group
Virginia
$338K 2,926 – –
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$335K 2,901 +2,901 New
BWM
207
Baron Wealth Management
Michigan
$333K 2,877 – –
DFCM
208
Dark Forest Capital Management
Puerto Rico
$330K 2,856 +2,856 New
Millennium Management
209
Millennium Management
New York
$324K 2,801 -818 -23%
SO
210
STRS Ohio
Ohio
$312K 2,700 +600 +29%
X
211
Xponance
Pennsylvania
$311K 2,687 +251 +10%
IFS
212
Ifrah Financial Services
Arkansas
$289K 2,503 -27 -1%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$288K 2,487 +461 +23%
KAS
214
Kestra Advisory Services
Texas
$284K 2,459 +2,459 New
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$274K 2,370 – –
CGH
216
Crossmark Global Holdings
Texas
$268K 2,319 -33 -1%
CA
217
Clearstead Advisors
Ohio
$257K 2,225 +7 +0.3%
American Century Companies
218
American Century Companies
Missouri
$245K 2,118 +2,118 New
TRCT
219
Tower Research Capital (TRC)
New York
$244K 2,109 +6 +0.3%
Truist Financial
220
Truist Financial
North Carolina
$244K 2,107 -101 -5%
PA
221
Profund Advisors
Maryland
$243K 2,098 +134 +7%
ECM
222
Evergreen Capital Management
Washington
$239K 2,065 +99 +5%
HFO
223
Heritage Family Offices
Arizona
$233K 2,019 +116 +6%
DJYG
224
David J. Yvars Group
Florida
$232K 2,005 – –
SFA
225
Sequoia Financial Advisors
Ohio
$229K 1,982 +1,982 New
7 8
9
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