AEIS NASDAQ
Advanced Energy Industries, Inc.
1W: -6.0%
1M: -14.2%
3M: -2.2%
YTD: +45.9%
1Y: +173.5%
3Y: +272.6%
5Y: +251.8%
$324.86
+1.07 (+0.33%)
After Hours: $318.00 (-6.86, -2.11%)
Weekly Expected Move ±8.4%
$269
$296
$323
$351
$378
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Income Statement
Cash Flow
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — AEIS
620
Institutional Holders
+112 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
152
New Positions
151
Increased
269
Reduced
89
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (665 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,470,740 | $2.1B | +385,714 | +6.3% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 4,737,657 | $1.5B | -135,358 | -2.8% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 3,384,754 | $1.1B | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 2,319,376 | $$753M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Invesco Ltd. | 1,832,738 | $$595M | +258,729 | +16.4% | 13Q | SEC ↗ |
| 6 | FMR LLC | 1,586,650 | $$515M | -285,971 | -15.3% | 13Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,451,136 | $$471M | -86,752 | -5.6% | 13Q | SEC ↗ |
| 8 | EARNEST PARTNERS LLC | 1,408,368 | $$458M | -133,599 | -8.7% | 12Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 1,310,558 | $$426M | -331,595 | -20.2% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,120,237 | $$364M | +163,258 | +17.1% | 13Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 1,061,129 | $$345M | +151,381 | +16.6% | 13Q | SEC ↗ |
| 12 | Whale Rock Capital Management LLC NEW | 1,022,112 | $$332M | — | +0.0% | 1Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 652,107 | $$212M | -26,794 | -3.9% | 13Q | SEC ↗ |
| 14 | GW&K Investment Management, LLC | 601,105 | $$195M | -80,455 | -11.8% | 8Q | SEC ↗ |
| 15 | NORGES BANK NEW | 589,400 | $$191M | — | +0.0% | 1Q | SEC ↗ |
| 16 | NEUBERGER BERMAN GROUP LLC | 583,343 | $$190M | -170,410 | -22.6% | 13Q | SEC ↗ |
| 17 | ALLIANCEBERNSTEIN L.P. | 563,547 | $$183M | +517,796 | +1131.8% | 12Q | SEC ↗ |
| 18 | FRANKLIN RESOURCES INC | 532,529 | $$173M | +45,035 | +9.2% | 4Q | SEC ↗ |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 504,435 | $$164M | -75,107 | -13.0% | 13Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 480,894 | $$156M | +76,811 | +19.0% | 13Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 469,942 | $$153M | -595,188 | -55.9% | 13Q | SEC ↗ |
| 22 | FULLER & THALER ASSET MANAGEMENT, INC. | 469,935 | $$153M | -385,413 | -45.1% | 13Q | SEC ↗ |
| 23 | Analog Century Management LP | 463,939 | $$151M | -470,663 | -50.4% | 2Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 417,805 | $$136M | -53,705 | -11.4% | 13Q | SEC ↗ |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 406,171 | $$132M | -160,247 | -28.3% | 13Q | SEC ↗ |
| 26 | MORGAN STANLEY | 391,641 | $$127M | +42,612 | +12.2% | 12Q | SEC ↗ |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 387,476 | $$126M | -40,422 | -9.4% | 3Q | SEC ↗ |
| 28 | Fisher Asset Management, LLC | 344,155 | $$112M | -50,031 | -12.7% | 13Q | SEC ↗ |
| 29 | LOOMIS SAYLES & CO L P | 336,351 | $$109M | -153,149 | -31.3% | 13Q | SEC ↗ |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 335,591 | $$109M | +48,842 | +17.0% | 3Q | SEC ↗ |
| 31 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 304,209 | $$99M | -78,353 | -20.5% | 6Q | SEC ↗ |
| 32 | BAMCO INC /NY | 299,141 | $$97M | -92,844 | -23.7% | 12Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN | 291,931 | $$95M | -18,950 | -6.1% | 12Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 291,430 | $$95M | +166,931 | +134.1% | 13Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 281,624 | $$91M | +23,252 | +9.0% | 13Q | SEC ↗ |
| 36 | NEW YORK STATE COMMON RETIREMENT FUND | 266,606 | $$87M | -10,187 | -3.7% | 13Q | SEC ↗ |
| 37 | SNYDER CAPITAL MANAGEMENT L P | 263,357 | $$86M | -59,718 | -18.5% | 13Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO NEW | 262,744 | $$85M | — | +0.0% | 1Q | SEC ↗ |
| 39 | PRICE T ROWE ASSOCIATES INC /MD | 254,394 | $$83M | +184,249 | +262.7% | 13Q | SEC ↗ |
| 40 | T. Rowe Price Investment Management, I | 231,240 | $$75M | -89,073 | -27.8% | 3Q | SEC ↗ |
| 41 | Channing Capital Management, LLC | 230,533 | $$75M | -67,048 | -22.5% | 10Q | SEC ↗ |
| 42 | MANUFACTURERS LIFE INSURANCE COMPANY, | 227,890 | $$74M | -77,249 | -25.3% | 13Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 223,293 | $$73M | +19,830 | +9.7% | 13Q | SEC ↗ |
| 44 | TD Asset Management Inc | 215,142 | $$70M | +206,814 | +2483.4% | 3Q | SEC ↗ |
| 45 | CONGRESS ASSET MANAGEMENT CO | 207,371 | $$67M | -19,511 | -8.6% | 2Q | SEC ↗ |
| 46 | BNP PARIBAS ASSET MANAGEMENT Holding S | 204,192 | $$66M | -5,530 | -2.6% | 7Q | SEC ↗ |
| 47 | AQR CAPITAL MANAGEMENT LLC | 203,986 | $$66M | +173,399 | +566.9% | 5Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 203,880 | $$66M | -43,906 | -17.7% | 13Q | SEC ↗ |
| 49 | MILLENNIUM MANAGEMENT LLC | 201,369 | $$65M | +31,572 | +18.6% | 6Q | SEC ↗ |
| 50 | UBS Group AG | 177,392 | $$58M | -10,671 | -5.7% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3,384,754 | $1.1B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,319,376 | $$753M |
| Whale Rock Capital Management LLC | 1,022,112 | $$332M |
| NORGES BANK | 589,400 | $$191M |
| VANGUARD FIDUCIARY TRUST CO | 262,744 | $$85M |
| Driehaus Capital Management LLC | 177,018 | $$58M |
| Oribel Capital Management, LP | 113,800 | $$37M |
| Senator Investment Group LP | 100,000 | $$32M |
| AXIOM INVESTORS LLC /DE | 70,543 | $$23M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 48,243 | $$16M |
| Retirement Systems of Alabama | 46,274 | $$15M |
| Ardmore Road Asset Management LP | 44,000 | $$14M |
| Nicholas Investment Partners, LP | 40,359 | $$13M |
| THAMES CAPITAL MANAGEMENT LLC | 38,267 | $$12M |
| VANGUARD ASSET MANAGEMENT, Ltd | 33,894 | $$11M |
| TD Waterhouse Canada Inc. | 32,379 | $$11M |
| RENAISSANCE GROUP LLC | 29,359 | $$10M |
| KENNEDY CAPITAL MANAGEMENT LLC | 28,628 | $$9M |
| NATIXIS | 22,000 | $$7M |
| VMS Asset Management Limited | 16,796 | $$5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACQUARIE GROUP LTD | 195,177 | $$63M |
| ISTHMUS PARTNERS, LLC | 30,058 | $$10M |
| NEOS Investment Management LLC | 25,895 | $$8M |
| Roubaix Capital, LLC | 25,857 | $$8M |
| Illinois Municipal Retirement Fund | 19,481 | $$6M |
| Andar Capital Management HK Ltd | 18,950 | $$6M |
| Trexquant Investment LP | 15,917 | $$5M |
| DARK FOREST CAPITAL MANAGEMENT LP | 14,231 | $$5M |
| TEXAS PERMANENT SCHOOL FUND CORP | 12,134 | $$4M |
| Andra AP-fonden | 11,152 | $$4M |
| CAMBIAR INVESTORS LLC | 10,781 | $$4M |
| Verition Fund Management LLC | 10,319 | $$3M |
| Weiss Asset Management LP | 10,168 | $$3M |
| ExodusPoint Capital Management, LP | 9,144 | $$3M |
| Fieldview Capital Management, LLC | 8,396 | $$3M |
| Dynamic Technology Lab Private Ltd | 6,890 | $$2M |
| Brevan Howard Capital Management LP | 6,670 | $$2M |
| Aquatic Capital Management LLC | 6,162 | $$2M |
| Maryland State Retirement & Pension | 5,530 | $$2M |
| Virtu Financial LLC | 5,131 | $$2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | +517,796 | +1131.8% | 563,547 |
| BlackRock, Inc. | +385,714 | +6.3% | 6,470,740 |
| Invesco Ltd. | +258,729 | +16.4% | 1,832,738 |
| TD Asset Management Inc | +206,814 | +2483.4% | 215,142 |
| PRICE T ROWE ASSOCIATES INC /MD | +184,249 | +262.7% | 254,394 |
| AQR CAPITAL MANAGEMENT LLC | +173,399 | +566.9% | 203,986 |
| BNP PARIBAS FINANCIAL MARKETS | +166,931 | +134.1% | 291,430 |
| GEODE CAPITAL MANAGEMENT, LLC | +163,258 | +17.1% | 1,120,237 |
| BANK OF AMERICA CORP /DE | +151,381 | +16.6% | 1,061,129 |
| SORA INVESTORS LLC | +144,894 | +473.0% | 175,528 |
| JANE STREET GROUP, LLC | +94,861 | +484.9% | 114,423 |
| JPMORGAN CHASE & CO | +81,861 | +120.0% | 150,054 |
| ACADIAN ASSET MANAGEMENT LLC | +78,716 | +563.9% | 92,675 |
| NORTHERN TRUST CORP | +76,811 | +19.0% | 480,894 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +73,094 | +2669.6% | 75,832 |
| First Eagle Investment Management, | +65,163 | +66.2% | 163,636 |
| FEDERATED HERMES, INC. | +62,420 | +137.1% | 107,951 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +48,842 | +17.0% | 335,591 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | +46,000 | +1033.2% | 50,452 |
| FRANKLIN RESOURCES INC | +45,035 | +9.2% | 532,529 |