Advanced Energy
AEIS
315 hedge funds and large institutions have $4.18B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 25 closing their positions.
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
3% more funds holding
Funds holding: 305 → 315 (+10)
0.9% less ownership
Funds ownership: 106.27% → 105.37% (-0.9%)
3% less capital invested
Capital invested by funds: $4.33B → $4.18B (-$149M)
8% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 115
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
66% less call options, than puts
Call options by funds: $5.13M | Put options by funds: $15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17M |
| 3 |
BlackRock
New York
|
+$14.6M |
| 4 |
Goldman Sachs
New York
|
+$14M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$103M |
| 2 |
Bank of New York Mellon
New York
|
-$12.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.1M |
| 4 |
ClearBridge Investments
New York
|
-$10.5M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$6.87M |
AEIS Hedge Fund Activity: Q3 2024 in Review
315 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2024, worth a combined $4.18B — down 3.4% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AEIS positions and 25 closed out — a net gain of 13 holders — while 106 added to existing stakes and 115 trimmed.
The largest buyer was Vanguard Group, adding an estimated $23.6M. The largest seller was Victory Capital Management, cutting an estimated $103M.
- 315 institutional investors held Advanced Energy (AEIS) as of Q3 2024, up from 305 in Q2 2024.
- Funds reported $4.18B of Advanced Energy stock for Q3 2024, down 3.4% quarter-over-quarter.
- 38 funds opened new Advanced Energy positions in Q3 2024 and 25 closed out, a net change of +13 holders.
- The largest Advanced Energy buyer in Q3 2024 was Vanguard Group, an estimated $23.6M added.
- The largest Advanced Energy seller in Q3 2024 was Victory Capital Management, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2024.