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Advanced Energy
AEIS

Overview Fund Activity

314 hedge funds and large institutions have $4.12B invested in Advanced Energy in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
105
Reduced
115
Closed
27
Calls
$5.14M
Puts
$15M
Net Calls
-$9.82M
Net Calls Change
-$2.57M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$446M
3
BlackRock
3
BlackRock
New York
$618M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.6M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$12.3M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.63M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$44.7M
4
Ameriprise
4
Ameriprise
Minnesota
$272M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$618M 5,875,234 +139,328 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$510M 4,843,761 +224,398 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$446M 4,238,714 +161,863 +4%
Ameriprise
4
Ameriprise
Minnesota
$272M 2,580,554 -114,924 -4%
State Street
5
State Street
Massachusetts
$179M 1,703,116 +24,061 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$173M 1,641,307 -40,469 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$94.9M 901,882 -49,095 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$93.1M 884,402 +15,030 +2%
Bank of America
9
Bank of America
North Carolina
$92.9M 882,960 +60,514 +7%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$92.3M 877,265 -4,187 -0.5%
CCM
11
Channing Capital Management
Illinois
$78.8M 748,961 +8,793 +1%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$70.1M 666,506 -9,444 -1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.9M 635,772 -11,910 -2%
BAMCO Inc
14
BAMCO Inc
New York
$54M 513,071 – –
Principal Financial Group
15
Principal Financial Group
Iowa
$50.9M 483,848 +53,566 +12%
ACB
16
Aristotle Capital Boston
Massachusetts
$49.6M 471,157 -15,897 -3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$49.2M 467,902 -46,522 -9%
SCM
18
Snyder Capital Management
California
$47.8M 454,549 +31,406 +7%
Charles Schwab
19
Charles Schwab
California
$46.5M 441,588 -3,434 -0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$44.7M 424,592 -115,621 -21%
Northern Trust
21
Northern Trust
Illinois
$42.5M 404,067 +2,776 +0.7%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$42.5M 403,679 +23,395 +6%
Morgan Stanley
23
Morgan Stanley
New York
$40.2M 381,508 +65,907 +21%
Goldman Sachs
24
Goldman Sachs
New York
$39.6M 376,635 +133,342 +55%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$39.4M 373,981 -8,894 -2%
1
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