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Advanced Energy
AEIS

Overview Fund Activity

270 hedge funds and large institutions have $3.33B invested in Advanced Energy in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
4.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
94
Reduced
100
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$183M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$30.6M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$11.9M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$32.6M
5
RA
5
Royce & Associates
New York
$18.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
EAM
5
Erste Asset Management
Austria
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$511M 5,609,092 +9,289 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M 4,148,451 -101,560 -2%
Ameriprise
3
Ameriprise
Minnesota
$275M 3,017,176 -221,821 -7%
Victory Capital Management
4
Victory Capital Management
Texas
$183M 2,004,508 +481,861 +32%
State Street
5
State Street
Massachusetts
$168M 1,847,069 -16,832 -0.9%
EARNEST Partners
6
EARNEST Partners
Georgia
$138M 1,512,765 +23,440 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$119M 1,310,973 -483,636 -27%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$76.8M 843,808 -29,159 -3%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$73.6M 808,279 -13,700 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$73.3M 804,772 -6,513 -0.8%
Capital International Investors
11
Capital International Investors
California
$71.1M 780,511 – –
ACB
12
Aristotle Capital Boston
Massachusetts
$61.2M 672,150 -20,501 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$59.4M 652,023 +2,968 +0.5%
Principal Financial Group
14
Principal Financial Group
Iowa
$48.9M 537,339 -25,164 -4%
BAMCO Inc
15
BAMCO Inc
New York
$45.2M 496,048 – –
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$45M 494,590 +2,731 +0.6%
First Trust Advisors
17
First Trust Advisors
Illinois
$42M 461,637 +22,466 +5%
Invesco
18
Invesco
Georgia
$41M 450,407 -50,353 -10%
Northern Trust
19
Northern Trust
Illinois
$40.5M 445,162 -8,361 -2%
SCM
20
Snyder Capital Management
California
$38.5M 422,900 -54 -0%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.3M 387,628 +15,510 +4%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$34.2M 375,238 +33,040 +10%
VNIM
23
Vaughan Nelson Investment Management
Texas
$32.6M 358,295 +81,810 +30%
American Century Companies
24
American Century Companies
Missouri
$31.2M 342,715 +22,898 +7%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$30.6M 336,500 +306,370 +1,017%
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