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Advanced Energy
AEIS

Overview Fund Activity

267 hedge funds and large institutions have $3.21B invested in Advanced Energy in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 30 closing their positions.

Holders
267
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
109
Reduced
96
Closed
30
Calls
$2.51M
Puts
$2.13M
Net Calls
+$386K
Net Calls Change
-$2.27M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$81.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Bank of America
3
Bank of America
North Carolina
$31.9M
4
TCM
4
Tributary Capital Management
Nebraska
$11.1M
5
Victory Capital Management
5
Victory Capital Management
Texas
$183M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$22.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11M
3
FP
3
Foundry Partners
Minnesota
$3.88M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$486M 5,649,921 +40,829 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$358M 4,153,425 +4,974 +0.1%
Ameriprise
3
Ameriprise
Minnesota
$252M 2,931,972 -85,204 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$183M 2,123,301 +118,793 +6%
State Street
5
State Street
Massachusetts
$160M 1,855,952 +8,883 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$146M 1,694,739 +383,766 +29%
EARNEST Partners
7
EARNEST Partners
Georgia
$126M 1,469,311 -43,454 -3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$81.3M 944,202 +944,202 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$72.1M 837,470 -6,338 -0.8%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$71.2M 826,727 +21,955 +3%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$69.3M 805,499 -2,780 -0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$58.1M 674,640 +22,617 +3%
ACB
13
Aristotle Capital Boston
Massachusetts
$56.9M 660,571 -11,579 -2%
Principal Financial Group
14
Principal Financial Group
Iowa
$45.5M 528,946 -8,393 -2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$42.1M 489,273 -5,317 -1%
BAMCO Inc
16
BAMCO Inc
New York
$39.4M 458,048 -38,000 -8%
Invesco
17
Invesco
Georgia
$37.9M 440,170 -10,237 -2%
Northern Trust
18
Northern Trust
Illinois
$36.7M 425,795 -19,367 -4%
SCM
19
Snyder Capital Management
California
$35.6M 413,987 -8,913 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$34.1M 395,624 +7,996 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$33.3M 387,357 -74,280 -16%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$32.4M 376,853 +1,615 +0.4%
Bank of America
23
Bank of America
North Carolina
$31.9M 370,861 +172,241 +87%
VNIM
24
Vaughan Nelson Investment Management
Texas
$29.9M 347,305 -10,990 -3%
Charles Schwab
25
Charles Schwab
California
$29.1M 337,825 +6,639 +2%
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