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Advanced Energy
AEIS

260 hedge funds and large institutions have $2.7B invested in Advanced Energy in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $8.83M | Put options by funds: $2.59M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0.92% less ownership

Funds ownership: 99.45% → 98.53% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 102

3% less funds holding

Funds holding: 268 → 260 (-8)

16% less capital invested

Capital invested by funds: $3.21B → $2.7B (-$514M)

Holders
260
Holders Change
-8
Holders Change %
-2.99%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
97
Reduced
102
Closed
25
Calls
$8.83M
Puts
$2.59M
Net Calls
+$6.24M
Net Calls Change
+$5.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.98M
2
BAMCO Inc
BAMCO Inc
New York
+$8.66M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.59M
4
CSS
Cubist Systematic Strategies
Connecticut
+$7.49M
5
Bank of America
Bank of America
North Carolina
+$6.41M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$22.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$18.6M
3
Fidelity International
Fidelity International
Bermuda
-$11.2M
4
AIM
Artemis Investment Management
United Kingdom
-$9.76M
5
Invesco
Invesco
Georgia
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$412M -$68.3K -883 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$303M -$476K -6,152 -0.1%
Ameriprise
3
Ameriprise
Minnesota
$214M +$207K +2,671 +0.1%
Victory Capital Management
4
Victory Capital Management
Texas
$137M -$18.6M -240,222 -11%
State Street
5
State Street
Massachusetts
$135M -$428K -5,531 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$132M +$8.59M +111,086 +7%
EARNEST Partners
7
EARNEST Partners
Georgia
$110M +$3.42M +44,265 +3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$73.4M +$4.79M +61,913 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$63.6M +$2.68M +34,625 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$60M -$388K -5,018 -0.6%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$58.7M -$128K -1,661 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$48.5M -$729K -9,429 -1%
ACB
13
Aristotle Capital Boston
Massachusetts
$48M -$221K -2,861 -0.4%
BAMCO Inc
14
BAMCO Inc
New York
$41.6M +$8.66M +112,000 +24%
Principal Financial Group
15
Principal Financial Group
Iowa
$36.5M -$2.24M -28,933 -5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$34.7M -$1.04M -13,492 -3%
Bank of America
17
Bank of America
North Carolina
$33.1M +$6.41M +82,929 +22%
Northern Trust
18
Northern Trust
Illinois
$30.1M -$1.04M -13,509 -3%
SCM
19
Snyder Capital Management
California
$29.8M -$488K -6,315 -2%
Invesco
20
Invesco
Georgia
$28.9M -$3.42M -44,251 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.6M -$339K -4,385 -1%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$27.4M -$56.5K -730 -0.2%
American Century Companies
23
American Century Companies
Missouri
$27.3M +$5.7M +73,654 +25%
First Trust Advisors
24
First Trust Advisors
Illinois
$27.1M -$1.19M -15,382 -4%
Charles Schwab
25
Charles Schwab
California
$25.1M +$483K +6,247 +2%
1
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AEIS Hedge Fund Activity: Q2 2022 in Review

260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2022, worth a combined $2.7B — down 16% from $3.21B a quarter earlier.

Fund positioning in AEIS was balanced in Q2 2022: 25 funds opened new positions, 25 closed out, 97 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.98M. The largest seller was Capital International Investors, exiting entirely with an estimated $22.5M sold.

  • 260 institutional investors held Advanced Energy (AEIS) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $2.7B of Advanced Energy stock for Q2 2022, down 16% quarter-over-quarter.
  • 25 funds opened new Advanced Energy positions in Q2 2022 and 25 closed out, a net change of 0 holders.
  • The largest Advanced Energy buyer in Q2 2022 was Morgan Stanley, an estimated $8.98M added.
  • The largest Advanced Energy seller in Q2 2022 was Capital International Investors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2022.