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Advanced Energy
AEIS

Overview Fund Activity

291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
105
Reduced
116
Closed
29
Calls
$6.07M
Puts
$19.2M
Net Calls
-$13.1M
Net Calls Change
-$12.2M

Top Buyers

1
CCM
1
Channing Capital Management
Illinois
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$32.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$40.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Axa
2
Axa
France
$443K
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.69M
4
SCM
4
Snyder Capital Management
California
$51.9M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$637M 5,846,940 -22,708 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$487M 4,470,367 +32,822 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$447M 4,103,727 +76,748 +2%
Ameriprise
4
Ameriprise
Minnesota
$271M 2,489,694 +14,392 +0.6%
State Street
5
State Street
Massachusetts
$199M 1,824,883 +137,849 +8%
EARNEST Partners
6
EARNEST Partners
Georgia
$165M 1,510,562 -57,998 -4%
Victory Capital Management
7
Victory Capital Management
Texas
$127M 1,167,892 +75,351 +7%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$101M 930,301 -10,382 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$101M 923,960 +3,093 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$89.4M 820,697 +34,737 +4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$80.5M 739,311 -15,002 -2%
Morgan Stanley
12
Morgan Stanley
New York
$79.4M 729,108 +403,533 +124%
Bank of America
13
Bank of America
North Carolina
$75.8M 696,105 +157,710 +29%
CCM
14
Channing Capital Management
Illinois
$68.7M 630,746 +630,746 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$60.9M 558,674 -48,311 -8%
First Trust Advisors
16
First Trust Advisors
Illinois
$59.4M 545,079 +57,610 +12%
ACB
17
Aristotle Capital Boston
Massachusetts
$58.9M 540,892 -29,188 -5%
BAMCO Inc
18
BAMCO Inc
New York
$55.9M 512,921 -1,487 -0.3%
Principal Financial Group
19
Principal Financial Group
Iowa
$54.1M 496,684 -10,266 -2%
SCM
20
Snyder Capital Management
California
$51.9M 439,410 -64,391 -13%
Invesco
21
Invesco
Georgia
$47.4M 435,576 +7,298 +2%
Northern Trust
22
Northern Trust
Illinois
$46.6M 427,586 -2,218 -0.5%
VNIM
23
Vaughan Nelson Investment Management
Texas
$46M 422,253 +17,290 +4%
Charles Schwab
24
Charles Schwab
California
$44.6M 409,261 +13,377 +3%
Norges Bank
25
Norges Bank
Norway
$43.5M 399,520 +11,752 +3%
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