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Advanced Energy
AEIS

Overview Fund Activity

287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 111 increasing their positions, 115 reducing their positions, and 37 closing their positions.

Holders
287
Holders Change
-19
Holders Change %
-6.21%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
111
Reduced
115
Closed
37
Calls
$4.67M
Puts
$4.54M
Net Calls
+$128K
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$49.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$51.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.69M
2
Ameriprise
2
Ameriprise
Minnesota
$262M
3
Victory Capital Management
3
Victory Capital Management
Texas
$159M
4
American Century Companies
4
American Century Companies
Missouri
$10.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$571M 5,825,356 -47,439 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M 4,262,759 +24,802 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M 2,704,228 +623,433 +30%
Ameriprise
4
Ameriprise
Minnesota
$262M 2,673,887 -202,920 -7%
State Street
5
State Street
Massachusetts
$172M 1,756,577 +54,025 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$159M 1,623,031 -199,944 -11%
EARNEST Partners
7
EARNEST Partners
Georgia
$152M 1,549,443 +14,156 +0.9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$95.3M 972,648 -16,738 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$87.6M 893,585 +5,126 +0.6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$74.1M 756,434 +2,360 +0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$71.6M 731,041 +36,202 +5%
ACB
12
Aristotle Capital Boston
Massachusetts
$58.4M 595,801 +10,945 +2%
Principal Financial Group
13
Principal Financial Group
Iowa
$55.5M 566,267 +58,342 +11%
Bank of America
14
Bank of America
North Carolina
$55.3M 564,092 +41,163 +8%
BAMCO Inc
15
BAMCO Inc
New York
$51.6M 526,748 +6,000 +1%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$51.1M 521,228 +133,032 +34%
First Trust Advisors
17
First Trust Advisors
Illinois
$49.6M 505,753 +180,232 +55%
SCM
18
Snyder Capital Management
California
$48.1M 491,134 -1,080 -0.2%
Northern Trust
19
Northern Trust
Illinois
$41.7M 425,700 +7,991 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$38.4M 392,346 -10,664 -3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$37.4M 381,442 -51,693 -12%
VNIM
22
Vaughan Nelson Investment Management
Texas
$37.1M 379,025 -8,035 -2%
Norges Bank
23
Norges Bank
Norway
$36.6M 373,048 -2,212 -0.6%
Charles Schwab
24
Charles Schwab
California
$36M 367,371 +7,254 +2%
Morgan Stanley
25
Morgan Stanley
New York
$31.6M 322,502 +1,245 +0.4%
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