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Advanced Energy
AEIS

Overview Fund Activity

259 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.

Holders
259
Holders Change
-8
Holders Change %
-3%
% 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
1
Morgan Stanley
New York
$20.2M
2
BAMCO Inc
2
BAMCO Inc
New York
$41.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.07M
5
Bank of America
5
Bank of America
North Carolina
$33.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$137M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$412M 5,649,038 -883 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$303M 4,147,273 -6,152 -0.1%
Ameriprise
3
Ameriprise
Minnesota
$214M 2,934,643 +2,671 +0.1%
Victory Capital Management
4
Victory Capital Management
Texas
$137M 1,883,079 -240,222 -11%
State Street
5
State Street
Massachusetts
$135M 1,850,421 -5,531 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$132M 1,805,825 +111,086 +7%
EARNEST Partners
7
EARNEST Partners
Georgia
$110M 1,513,576 +44,265 +3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$73.4M 1,006,115 +61,913 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$63.6M 872,095 +34,625 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$60M 821,709 -5,018 -0.6%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$58.7M 803,838 -1,661 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$48.5M 665,211 -9,429 -1%
ACB
13
Aristotle Capital Boston
Massachusetts
$48M 657,710 -2,861 -0.4%
BAMCO Inc
14
BAMCO Inc
New York
$41.6M 570,048 +112,000 +24%
Principal Financial Group
15
Principal Financial Group
Iowa
$36.5M 500,013 -28,933 -5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$34.7M 475,781 -13,492 -3%
Bank of America
17
Bank of America
North Carolina
$33.1M 453,790 +82,929 +22%
Northern Trust
18
Northern Trust
Illinois
$30.1M 412,286 -13,509 -3%
SCM
19
Snyder Capital Management
California
$29.8M 407,672 -6,315 -2%
Invesco
20
Invesco
Georgia
$28.9M 395,919 -44,251 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.6M 391,239 -4,385 -1%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$27.4M 376,123 -730 -0.2%
American Century Companies
23
American Century Companies
Missouri
$27.3M 374,025 +73,654 +25%
First Trust Advisors
24
First Trust Advisors
Illinois
$27.1M 371,975 -15,382 -4%
Charles Schwab
25
Charles Schwab
California
$25.1M 344,072 +6,247 +2%
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