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Advanced Energy
AEIS

Overview Fund Activity

223 hedge funds and large institutions have $2.21B invested in Advanced Energy in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
223
Holders Change
-18
Holders Change %
-7.47%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
67
Reduced
82
Closed
40
Calls
$2.68M
Puts
$2.42M
Net Calls
+$263K
Net Calls Change
-$225K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$88.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$198M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$19.1M
4
Franklin Resources
4
Franklin Resources
California
$81.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.7M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$8.02M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$2.21M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$71M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$313M 5,566,198 -29,487 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$226M 4,016,258 -13,666 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$198M 3,511,480 +1,348,591 +62%
Ameriprise
4
Ameriprise
Minnesota
$111M 1,969,161 -58,236 -3%
Victory Capital Management
5
Victory Capital Management
Texas
$88.7M 1,575,825 +1,448,080 +1,134%
Franklin Resources
6
Franklin Resources
California
$81.4M 1,446,196 +207,700 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$74.2M 1,318,413 -8,333 -0.6%
Renaissance Technologies
8
Renaissance Technologies
New York
$71M 1,261,917 -183,805 -13%
State Street
9
State Street
Massachusetts
$63.6M 1,129,608 +15,495 +1%
EARNEST Partners
10
EARNEST Partners
Georgia
$56.5M 1,004,460 +20,772 +2%
Northern Trust
11
Northern Trust
Illinois
$49.2M 873,836 +2,243 +0.3%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$48.7M 866,215 +16 +0%
ACB
13
Aristotle Capital Boston
Massachusetts
$39.1M 694,797 +42,044 +6%
Norges Bank
14
Norges Bank
Norway
$34.3M 610,295 – –
Principal Financial Group
15
Principal Financial Group
Iowa
$32.6M 579,998 +7,916 +1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$30.6M 543,353 +15,658 +3%
RA
17
Royce & Associates
New York
$30.2M 536,477 -152,523 -22%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$30M 532,597 +3,173 +0.6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$28.5M 505,710 -12,295 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$28.2M 500,551 +34,314 +7%
ICOM
21
Investment Counselors of Maryland
Maryland
$27.6M 489,651 +5,419 +1%
ClearBridge Investments
22
ClearBridge Investments
New York
$26.4M 469,824 +53,207 +13%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$24M 426,041 +44,657 +12%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$23.7M 420,474 -19,486 -4%
DG
25
Delek Group
Israel
$21M 382,553 +50,000 +15%
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