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Advanced Energy
AEIS

Overview Fund Activity

288 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

Holders
288
Holders Change
+30
Holders Change %
+11.63%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
59
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$53.4M
2
Invesco
2
Invesco
Georgia
$72.6M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$36.6M
4
BlackRock
4
BlackRock
New York
$552M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$68.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Franklin Resources
2
Franklin Resources
California
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$118M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$78M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$552M 5,694,297 +184,443 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$395M 4,073,171 +48,223 +1%
Ameriprise
3
Ameriprise
Minnesota
$258M 2,659,619 -286,065 -10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$179M 1,849,599 -2,536 -0.1%
Victory Capital Management
5
Victory Capital Management
Texas
$118M 1,215,828 -189,406 -13%
EARNEST Partners
6
EARNEST Partners
Georgia
$115M 1,185,257 -10,081 -0.8%
State Street
7
State Street
Massachusetts
$110M 1,132,889 +5,151 +0.5%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$100M 1,031,370 +30,575 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$85.3M 879,873 -95,538 -10%
ACB
10
Aristotle Capital Boston
Massachusetts
$78M 803,912 -128,233 -14%
Invesco
11
Invesco
Georgia
$72.6M 748,996 +244,263 +48%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$68.2M 703,555 +165,511 +31%
HJGA
13
Hardman Johnston Global Advisors
Connecticut
$62.4M 643,110 -52,530 -8%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$59.9M 618,043 -7,509 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$57.4M 592,301 +36,316 +7%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$53.4M 550,199 +262,010 +91%
Principal Financial Group
17
Principal Financial Group
Iowa
$48.8M 502,907 -65,546 -12%
Northern Trust
18
Northern Trust
Illinois
$47.7M 491,758 -13,361 -3%
Norges Bank
19
Norges Bank
Norway
$46.7M 481,778 +39,111 +9%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$44.1M 454,272 -58,338 -11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.7M 440,732 +6,745 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$36.6M 377,437 +201,426 +114%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$35.5M 365,746 +2,097 +0.6%
RA
24
Royce & Associates
New York
$31.1M 320,936 +24,017 +8%
Charles Schwab
25
Charles Schwab
California
$30.5M 314,461 +9,622 +3%
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