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Advanced Energy
AEIS

Overview Fund Activity

295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 34 closing their positions.

Holders
295
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
119
Reduced
105
Closed
34
Calls
$9.46M
Puts
$10.4M
Net Calls
-$896K
Net Calls Change
-$4.79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$415M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M
3
Macquarie Group
3
Macquarie Group
Australia
$21.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24M
5
Jane Street
5
Jane Street
New York
$7.79M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$113M
2
Ameriprise
2
Ameriprise
Minnesota
$255M
3
Comerica Bank
3
Comerica Bank
Texas
$1.94M
4
State Street
4
State Street
Massachusetts
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$605M 5,869,648 +32,654 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M 4,437,545 +37,231 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$415M 4,026,979 +577,765 +17%
Ameriprise
4
Ameriprise
Minnesota
$255M 2,475,302 -121,093 -5%
State Street
5
State Street
Massachusetts
$174M 1,687,034 -91,303 -5%
EARNEST Partners
6
EARNEST Partners
Georgia
$162M 1,568,560 +7,701 +0.5%
Victory Capital Management
7
Victory Capital Management
Texas
$113M 1,092,541 -430,515 -28%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$97M 940,683 -3,328 -0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$95M 920,867 +3,673 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$81.1M 785,960 +29,259 +4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$77.8M 754,313 -9,934 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$62.6M 606,985 +1,073 +0.2%
ACB
13
Aristotle Capital Boston
Massachusetts
$58.8M 570,080 -39,568 -6%
Bank of America
14
Bank of America
North Carolina
$55.5M 538,395 -16,416 -3%
BAMCO Inc
15
BAMCO Inc
New York
$53M 514,408 -36,000 -7%
Principal Financial Group
16
Principal Financial Group
Iowa
$52.3M 506,950 -11,480 -2%
SCM
17
Snyder Capital Management
California
$52M 503,801 +14,229 +3%
First Trust Advisors
18
First Trust Advisors
Illinois
$50.3M 487,469 +3,085 +0.6%
Northern Trust
19
Northern Trust
Illinois
$44.3M 429,804 +613 +0.1%
Invesco
20
Invesco
Georgia
$44.2M 428,278 -25,172 -6%
VNIM
21
Vaughan Nelson Investment Management
Texas
$41.8M 404,963 +9,010 +2%
Charles Schwab
22
Charles Schwab
California
$40.8M 395,884 +27,041 +7%
Norges Bank
23
Norges Bank
Norway
$40M 387,768 +3,697 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$38.3M 371,818 -10,679 -3%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$37.1M 359,600 +84 +0%
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