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Advanced Energy
AEIS

Overview Fund Activity

298 hedge funds and large institutions have $4.02B invested in Advanced Energy in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
85
Reduced
123
Closed
34
Calls
$18M
Puts
$6.73M
Net Calls
+$11.2M
Net Calls Change
+$11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$252M
2
BlackRock
2
BlackRock
New York
$641M
3
Goldman Sachs
3
Goldman Sachs
New York
$32.7M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$32.5M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$14.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.2M
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$44.6M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$25.7M
4
FA
4
Friess Associates
Delaware
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$59.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$641M 5,872,497 +178,200 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$456M 4,176,594 +103,423 +3%
Ameriprise
3
Ameriprise
Minnesota
$298M 2,731,837 +72,218 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$252M 2,303,959 +454,360 +25%
Victory Capital Management
5
Victory Capital Management
Texas
$141M 1,295,730 +79,902 +7%
EARNEST Partners
6
EARNEST Partners
Georgia
$128M 1,176,389 -8,868 -0.7%
State Street
7
State Street
Massachusetts
$124M 1,139,726 +6,837 +0.6%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$108M 988,154 -43,216 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$94.6M 865,555 -14,318 -2%
Invesco
10
Invesco
Georgia
$78.3M 716,895 -32,101 -4%
ACB
11
Aristotle Capital Boston
Massachusetts
$76.9M 704,074 -99,838 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.2M 634,258 +41,957 +7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$66M 604,682 -13,361 -2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$59.3M 543,304 -160,251 -23%
Principal Financial Group
15
Principal Financial Group
Iowa
$56.7M 519,741 +16,834 +3%
Northern Trust
16
Northern Trust
Illinois
$51.4M 470,373 -21,385 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$50.6M 463,658 +86,221 +23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.5M 435,071 -5,661 -1%
HJGA
19
Hardman Johnston Global Advisors
Connecticut
$44.6M 408,640 -234,470 -36%
Norges Bank
20
Norges Bank
Norway
$44.2M 404,495 -77,283 -16%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$39.3M 360,365 -5,381 -1%
Charles Schwab
22
Charles Schwab
California
$37.5M 343,314 +28,853 +9%
RA
23
Royce & Associates
New York
$37M 339,226 +18,290 +6%
BAMCO Inc
24
BAMCO Inc
New York
$34.9M 320,000 +20,000 +7%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$33.7M 308,443 -4,676 -1%
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