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Advanced Energy
AEIS

Overview Fund Activity

276 hedge funds and large institutions have $2.88B invested in Advanced Energy in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
276
Holders Change
+17
Holders Change %
+6.56%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
101
Reduced
104
Closed
18
Calls
$4.85M
Puts
$3.86M
Net Calls
+$983K
Net Calls Change
-$5.25M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$17.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$157M
3
SCM
3
Snyder Capital Management
California
$38.2M
4
BlackRock
4
BlackRock
New York
$443M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$30.3M

Top Sellers

1
State Street
1
State Street
Massachusetts
$136M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$55.8M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$1.56M
5
American Century Companies
5
American Century Companies
Missouri
$24M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$443M 5,724,063 +75,025 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$323M 4,178,154 +30,881 +0.7%
Ameriprise
3
Ameriprise
Minnesota
$225M 2,909,656 -24,987 -0.9%
Victory Capital Management
4
Victory Capital Management
Texas
$157M 2,027,298 +144,219 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$136M 1,758,790 -47,035 -3%
State Street
6
State Street
Massachusetts
$136M 1,752,652 -97,769 -5%
EARNEST Partners
7
EARNEST Partners
Georgia
$121M 1,556,855 +43,279 +3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$77.4M 1,000,176 -5,939 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$68.5M 884,841 +12,746 +1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$64.2M 829,376 +7,667 +0.9%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$55.8M 721,376 -82,462 -10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$52.2M 674,238 +9,027 +1%
ACB
13
Aristotle Capital Boston
Massachusetts
$46.5M 600,692 -57,018 -9%
BAMCO Inc
14
BAMCO Inc
New York
$44.1M 570,048 – –
SCM
15
Snyder Capital Management
California
$38.2M 494,001 +86,329 +21%
Principal Financial Group
16
Principal Financial Group
Iowa
$38M 490,326 -9,687 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$35.8M 463,048 -12,733 -3%
Bank of America
18
Bank of America
North Carolina
$35.8M 462,045 +8,255 +2%
Northern Trust
19
Northern Trust
Illinois
$31.7M 410,016 -2,270 -0.6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.2M 403,188 +11,949 +3%
VNIM
21
Vaughan Nelson Investment Management
Texas
$30.3M 390,810 +56,610 +17%
Invesco
22
Invesco
Georgia
$29.9M 385,923 -9,996 -3%
HJGA
23
Hardman Johnston Global Advisors
Connecticut
$29.5M 380,933 +4,810 +1%
Charles Schwab
24
Charles Schwab
California
$27.4M 353,428 +9,356 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$25.5M 329,355 +19,821 +6%
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