Advanced Energy
AEIS
305 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, 109 reducing their positions, and 45 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% more capital invested
Capital invested by funds: $4B → $4.33B (+$327M)
1.19% more ownership
Funds ownership: 105.08% → 106.27% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 109
4% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 45
2% less funds holding
Funds holding: 310 → 305 (-5)
62% less call options, than puts
Call options by funds: $4.49M | Put options by funds: $11.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$24.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.7M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$20.4M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$12.1M |
| 5 |
Goldman Sachs
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.83M |
| 2 |
EP
Edgestream Partners
Princeton,
New Jersey
|
-$6.36M |
| 3 |
Millennium Management
New York
|
-$5.99M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.49M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$5.03M |
AEIS Hedge Fund Activity: Q2 2024 in Review
305 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2024, worth a combined $4.33B — up 8.2% from $4B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of AEIS and 43 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 115 added.
The largest buyer was GW&K Investment Management, opening a new position worth an estimated $24.2M. The largest seller was BlackRock, cutting an estimated $7.83M.
- 305 institutional investors held Advanced Energy (AEIS) as of Q2 2024, down from 310 in Q1 2024.
- Funds reported $4.33B of Advanced Energy stock for Q2 2024, up 8.2% quarter-over-quarter.
- 43 funds opened new Advanced Energy positions in Q2 2024 and 45 closed out, a net change of -2 holders.
- The largest Advanced Energy buyer in Q2 2024 was GW&K Investment Management, an estimated $24.2M added.
- The largest Advanced Energy seller in Q2 2024 was BlackRock, an estimated $7.83M sold.
Based on aggregated 13F filings for Q2 2024.