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Advanced Energy
AEIS

Overview Fund Activity

258 hedge funds and large institutions have $2.35B invested in Advanced Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
258
Holders Change
+24
Holders Change %
+10.26%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
80
Reduced
88
Closed
26
Calls
$2.57M
Puts
$5.9M
Net Calls
-$3.32M
Net Calls Change
-$2.25M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$33.9M
2
FA
2
Friess Associates
Delaware
$13.3M
3
Ameriprise
3
Ameriprise
Minnesota
$185M
4
FP
4
Foundry Partners
Minnesota
$11.2M
5
Invesco
5
Invesco
Georgia
$31.8M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$208K
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.4M
3
PF
3
Phoenix Financial
Israel
$0
4
BlackRock
4
BlackRock
New York
$347M
5
CRCP
5
Copper Rock Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$347M 5,509,854 -192,250 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M 4,024,948 -104,748 -3%
Ameriprise
3
Ameriprise
Minnesota
$185M 2,945,684 +182,679 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$117M 1,852,135 +77,123 +4%
Victory Capital Management
5
Victory Capital Management
Texas
$88.4M 1,405,234 -306,102 -18%
EARNEST Partners
6
EARNEST Partners
Georgia
$75.2M 1,195,338 +51,821 +5%
State Street
7
State Street
Massachusetts
$71M 1,127,738 -42,971 -4%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$63M 1,000,795 +83,022 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$61.4M 975,411 -88,759 -8%
ACB
10
Aristotle Capital Boston
Massachusetts
$58.7M 932,145 +36,531 +4%
HJGA
11
Hardman Johnston Global Advisors
Connecticut
$43.8M 695,640 +7,530 +1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$39.4M 625,552 +597 +0.1%
Principal Financial Group
13
Principal Financial Group
Iowa
$35.8M 568,453 -6,051 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$35M 555,985 -13,591 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$33.9M 538,044 +538,044 New
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$32.3M 512,610 +52,764 +11%
Northern Trust
17
Northern Trust
Illinois
$31.8M 505,119 -30,938 -6%
Invesco
18
Invesco
Georgia
$31.8M 504,733 +139,551 +38%
Norges Bank
19
Norges Bank
Norway
$27.9M 442,667 -136,069 -24%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$27.3M 433,987 -12,856 -3%
Franklin Resources
21
Franklin Resources
California
$25.6M 406,284 -12,461 -3%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$22.9M 363,649 -12,300 -3%
RI
23
Redwood Investments
Massachusetts
$22M 349,053 -20,087 -5%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$19.4M 308,000 -2,966 -1%
Charles Schwab
25
Charles Schwab
California
$19.2M 304,839 -9,753 -3%
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