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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% 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
33
Increased
96
Reduced
119
Closed
28
Calls
$8.4M
Puts
$4.51M
Net Calls
+$3.89M
Net Calls Change
+$3.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$384M
2
Invesco
2
Invesco
Georgia
$50.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$490M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$67.5M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$170M
4
American Century Companies
4
American Century Companies
Missouri
$1.33M
5
HA
5
Heartland Advisors
Wisconsin
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$651M 5,836,994 +11,638 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M 4,400,314 +137,555 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$384M 3,449,214 +744,986 +28%
Ameriprise
4
Ameriprise
Minnesota
$289M 2,596,395 -77,492 -3%
State Street
5
State Street
Massachusetts
$198M 1,778,337 +21,760 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$174M 1,560,859 +11,416 +0.7%
Victory Capital Management
7
Victory Capital Management
Texas
$170M 1,523,056 -99,975 -6%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$105M 944,011 -28,637 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$102M 917,194 +23,609 +3%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$85.2M 764,247 +7,813 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$84.3M 756,701 +25,660 +4%
ACB
12
Aristotle Capital Boston
Massachusetts
$67.9M 609,648 +13,847 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$67.5M 605,912 +84,684 +16%
Bank of America
14
Bank of America
North Carolina
$61.8M 554,811 -9,281 -2%
BAMCO Inc
15
BAMCO Inc
New York
$61.3M 550,408 +23,660 +4%
Principal Financial Group
16
Principal Financial Group
Iowa
$57.8M 518,430 -47,837 -8%
SCM
17
Snyder Capital Management
California
$54.6M 489,572 -1,562 -0.3%
First Trust Advisors
18
First Trust Advisors
Illinois
$54M 484,384 -21,369 -4%
Invesco
19
Invesco
Georgia
$50.5M 453,450 +150,873 +50%
Northern Trust
20
Northern Trust
Illinois
$47.8M 429,191 +3,491 +0.8%
VNIM
21
Vaughan Nelson Investment Management
Texas
$44.1M 395,953 +16,928 +4%
Norges Bank
22
Norges Bank
Norway
$42.8M 384,071 +11,023 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$42.6M 382,497 -9,849 -3%
Charles Schwab
24
Charles Schwab
California
$41.1M 368,843 +1,472 +0.4%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$40.1M 359,516 -21,926 -6%
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