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Advanced Energy
AEIS

Overview Fund Activity

310 hedge funds and large institutions have $4B invested in Advanced Energy in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
102
Reduced
123
Closed
24
Calls
$5.3M
Puts
$17.9M
Net Calls
-$12.6M
Net Calls Change
+$560K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$269M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$10.1M
4
CCM
4
Channing Capital Management
Illinois
$73.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.8M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$35.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$392M
5
Invesco
5
Invesco
Georgia
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$593M 5,812,407 -34,533 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$463M 4,543,395 +73,028 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$392M 3,845,714 -258,013 -6%
Ameriprise
4
Ameriprise
Minnesota
$269M 2,636,316 +146,622 +6%
State Street
5
State Street
Massachusetts
$177M 1,732,727 -92,156 -5%
EARNEST Partners
6
EARNEST Partners
Georgia
$151M 1,482,198 -28,364 -2%
Victory Capital Management
7
Victory Capital Management
Texas
$111M 1,086,718 -81,174 -7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$95.4M 935,400 +11,440 +1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$91.9M 901,228 -29,073 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$86M 843,104 +22,407 +3%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$73.9M 725,047 -14,264 -2%
CCM
12
Channing Capital Management
Illinois
$73.2M 717,502 +86,756 +14%
Bank of America
13
Bank of America
North Carolina
$73.1M 717,081 +20,976 +3%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M 529,354 +139,116 +36%
ACB
15
Aristotle Capital Boston
Massachusetts
$53.6M 525,800 -15,092 -3%
BAMCO Inc
16
BAMCO Inc
New York
$52.3M 512,921 – –
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$51M 500,457 -58,217 -10%
SCM
18
Snyder Capital Management
California
$47.3M 463,704 +24,294 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$44.6M 437,554 +59,355 +16%
Principal Financial Group
20
Principal Financial Group
Iowa
$44.5M 436,346 -60,338 -12%
Norges Bank
21
Norges Bank
Norway
$43.3M 424,404 +24,884 +6%
Charles Schwab
22
Charles Schwab
California
$43.2M 423,938 +14,677 +4%
Northern Trust
23
Northern Trust
Illinois
$42.2M 414,280 -13,306 -3%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$39.2M 384,648 +12,025 +3%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$37.6M 368,378 -1,497 -0.4%
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