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Advanced Energy
AEIS

Overview Fund Activity

257 hedge funds and large institutions have $3.23B invested in Advanced Energy in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 109 reducing their positions, and 40 closing their positions.

Holders
257
Holders Change
-20
Holders Change %
-7.22%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
81
Reduced
109
Closed
40
Calls
$6.01M
Puts
$5M
Net Calls
+$1.01M
Net Calls Change
-$13.2M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$134M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$24.3M
3
Capital International Investors
3
Capital International Investors
California
$68.5M
4
State Street
4
State Street
Massachusetts
$164M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$71.2M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$1.11M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.39M
4
RI
4
Redwood Investments
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$491M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$491M 5,599,803 -116,719 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M 4,250,011 -10,799 -0.3%
Ameriprise
3
Ameriprise
Minnesota
$284M 3,238,997 +91,673 +3%
State Street
4
State Street
Massachusetts
$164M 1,863,901 +134,554 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$157M 1,794,609 +52,504 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$134M 1,522,647 +329,988 +28%
EARNEST Partners
7
EARNEST Partners
Georgia
$131M 1,489,325 -18,631 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$76.6M 872,967 +5,129 +0.6%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$72.1M 821,979 +1,280 +0.2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$71.2M 811,285 +93,108 +13%
Capital International Investors
11
Capital International Investors
California
$68.5M 780,511 +234,498 +43%
ACB
12
Aristotle Capital Boston
Massachusetts
$60.8M 692,651 +25,319 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$57M 649,055 -13,138 -2%
Principal Financial Group
14
Principal Financial Group
Iowa
$49.4M 562,503 +2,571 +0.5%
Invesco
15
Invesco
Georgia
$43.9M 500,760 -10,301 -2%
BAMCO Inc
16
BAMCO Inc
New York
$43.5M 496,048 +86,048 +21%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$43.2M 491,859 -90,346 -16%
Northern Trust
18
Northern Trust
Illinois
$39.8M 453,523 -12,920 -3%
First Trust Advisors
19
First Trust Advisors
Illinois
$38.5M 439,171 -26,336 -6%
SCM
20
Snyder Capital Management
California
$37.1M 422,954 +71,980 +21%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$32.7M 372,118 -30,763 -8%
Charles Schwab
22
Charles Schwab
California
$30.9M 351,713 +3,609 +1%
HJGA
23
Hardman Johnston Global Advisors
Connecticut
$30M 342,198 -2,680 -0.8%
Norges Bank
24
Norges Bank
Norway
$28.9M 329,672 -55,856 -14%
American Century Companies
25
American Century Companies
Missouri
$28.1M 319,817 +21,394 +7%
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