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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 %
BlackRock
1
BlackRock
New York
$690M 5,964,426 +89,192 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568M 4,913,669 +69,908 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$458M 3,959,531 -279,183 -7%
Ameriprise
4
Ameriprise
Minnesota
$270M 2,337,203 -243,351 -9%
State Street
5
State Street
Massachusetts
$204M 1,762,492 +59,376 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$190M 1,643,327 +2,020 +0.1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$120M 1,035,076 +157,811 +18%
Bank of America
8
Bank of America
North Carolina
$102M 881,753 -1,207 -0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$102M 878,630 -5,772 -0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$101M 877,563 -24,319 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.6M 774,586 +138,814 +22%
CCM
12
Channing Capital Management
Illinois
$84.7M 732,697 -16,264 -2%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$74.8M 647,060 -19,446 -3%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$71.5M 618,301 +618,301 New
Norges Bank
15
Norges Bank
Norway
$68.9M 596,291 +596,291 New
SAM
16
Silvercrest Asset Management
New York
$58.4M 505,001 +505,001 New
Principal Financial Group
17
Principal Financial Group
Iowa
$55M 475,672 -8,176 -2%
Goldman Sachs
18
Goldman Sachs
New York
$53.8M 465,048 +88,413 +23%
Charles Schwab
19
Charles Schwab
California
$53.2M 460,121 +18,533 +4%
Northern Trust
20
Northern Trust
Illinois
$52.9M 457,759 +53,692 +13%
SCM
21
Snyder Capital Management
California
$50.4M 435,751 -18,798 -4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$50.2M 434,335 -33,567 -7%
ACB
23
Aristotle Capital Boston
Massachusetts
$49.1M 424,501 -46,656 -10%
Morgan Stanley
24
Morgan Stanley
New York
$47.5M 410,966 +29,458 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$47.1M 407,064 -17,528 -4%
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