Advanced Energy
AEIS
322 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, 126 increasing their positions, 106 reducing their positions, and 38 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
86% more capital inflows, than outflows
Capital inflows: $324M | Capital outflows: $174M
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
19% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 106
3.23% more ownership
Funds ownership: 105.37% → 108.59% (+3.2%)
2% more funds holding
Funds holding: 317 → 322 (+5)
71% less call options, than puts
Call options by funds: $6.31M | Put options by funds: $21.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$69.5M |
| 2 |
Silvercrest Asset Management
New York
|
+$56.8M |
| 3 |
Neuberger Berman Group
New York
|
+$17.7M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$15.6M |
| 5 |
BlackRock
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.4M |
| 3 |
BAMCO Inc
New York
|
-$16.8M |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$11.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.6M |
AEIS Hedge Fund Activity: Q4 2024 in Review
322 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2024, worth a combined $4.73B — up 13% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new AEIS positions and 38 closed out — a net gain of 9 holders — while 126 added to existing stakes and 106 trimmed.
The largest buyer was Summit Partners Public Asset Management, opening a new position worth an estimated $69.5M. The largest seller was Fidelity Investments, cutting an estimated $31.4M.
- 322 institutional investors held Advanced Energy (AEIS) as of Q4 2024, up from 317 in Q3 2024.
- Funds reported $4.73B of Advanced Energy stock for Q4 2024, up 13% quarter-over-quarter.
- 47 funds opened new Advanced Energy positions in Q4 2024 and 38 closed out, a net change of +9 holders.
- The largest Advanced Energy buyer in Q4 2024 was Summit Partners Public Asset Management, an estimated $69.5M added.
- The largest Advanced Energy seller in Q4 2024 was Fidelity Investments, an estimated $31.4M sold.
Based on aggregated 13F filings for Q4 2024.