AEIS Institutional Ownership
Advanced Energy Industries, Inc.
1W: +8.8%
1M: +13.5%
3M: -2.1%
YTD: +37.1%
1Y: +72.8%
3Y: +206.3%
5Y: +241.1%
$304.28
+10.17 (+3.46%)
Weekly Expected Move ±8.1%
$255
$280
$304
$329
$354
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Institutional Ownership — AEIS
757
Institutional Holders
+130 vs prior quarter
0.0%
Ownership
+0.00pp
$15B
Total Invested
182
New Positions
213
Increased
289
Reduced
70
Closed
1.36
Put/Call Ratio
Ownership Trends
Top Institutional Holders (789 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,626,399 | $1.4B | -1,844,341 | -28.5% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,143,658 | $652M | -175,718 | -7.6% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,714,026 | $522M | +21,649 | +1.3% | 2Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 1,559,661 | $475M | +249,103 | +19.0% | 16Q | SEC ↗ |
| 5 | FMR LLC | 1,416,875 | $431M | -169,775 | -10.7% | 35Q | SEC ↗ |
| 6 | STATE STREET CORP | 1,272,597 | $387M | -178,539 | -12.3% | 43Q | SEC ↗ |
| 7 | Invesco Ltd. | 1,188,258 | $362M | -644,480 | -35.2% | 77Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 1,025,403 | $312M | -35,726 | -3.4% | 15Q | SEC ↗ |
| 9 | EARNEST PARTNERS LLC | 954,262 | $290M | -272,225 | -22.2% | 44Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 938,239 | $285M | -181,998 | -16.2% | 92Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 815,680 | $248M | +701,257 | +612.9% | 19Q | SEC ↗ |
| 12 | FRANKLIN RESOURCES INC | 686,434 | $209M | +153,905 | +28.9% | 5Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 655,584 | $199M | +3,477 | +0.5% | 102Q | SEC ↗ |
| 14 | D. E. Shaw & Co., Inc. | 585,573 | $178M | +583,973 | +36498.3% | 44Q | SEC ↗ |
| 15 | GW&K Investment Management, LLC | 577,834 | $176M | -23,271 | -3.9% | 9Q | SEC ↗ |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 509,090 | $155M | +121,614 | +31.4% | 4Q | SEC ↗ |
| 17 | NORGES BANK NEW | 486,582 | $148M | — | +0.0% | 1Q | SEC ↗ |
| 18 | AQR CAPITAL MANAGEMENT LLC | 478,794 | $146M | +274,808 | +134.7% | 6Q | SEC ↗ |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, | 445,629 | $136M | +217,739 | +95.5% | 53Q | SEC ↗ |
| 20 | NEUBERGER BERMAN GROUP LLC | 414,656 | $126M | -168,687 | -28.9% | 18Q | SEC ↗ |
| 21 | MORGAN STANLEY | 390,534 | $119M | +74,029 | +23.4% | 60Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC NEW | 387,850 | $118M | — | +0.0% | 1Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 381,740 | $116M | +78,560 | +25.9% | 8Q | SEC ↗ |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 375,982 | $114M | -30,189 | -7.4% | 24Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 363,080 | $110M | -106,862 | -22.7% | 15Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 344,997 | $105M | -135,897 | -28.3% | 110Q | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 340,102 | $103M | +271,223 | +393.8% | 3Q | SEC ↗ |
| 28 | Curated Wealth Partners LLC NEW | 340,000 | $103M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Analog Century Management LP | 332,945 | $101M | +8,294 | +2.6% | 4Q | SEC ↗ |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 329,331 | $100M | -175,104 | -34.7% | 83Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 325,723 | $99M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 325,723 | $99M | -92,082 | -22.0% | 15Q | SEC ↗ |
| 33 | LOOMIS SAYLES & CO L P | 318,553 | $97M | -17,798 | -5.3% | 46Q | SEC ↗ |
| 34 | Fisher Asset Management, LLC | 304,471 | $93M | -39,684 | -11.5% | 44Q | SEC ↗ |
| 35 | ALLIANCEBERNSTEIN L.P. | 283,983 | $86M | -173,560 | -37.9% | 63Q | SEC ↗ |
| 36 | BNP PARIBAS ASSET MANAGEMENT Holding S | 278,288 | $85M | +74,096 | +36.3% | 8Q | SEC ↗ |
| 37 | SNYDER CAPITAL MANAGEMENT L P | 256,814 | $78M | -6,543 | -2.5% | 21Q | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 256,709 | $78M | -24,915 | -8.8% | 76Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 251,219 | $76M | +101,165 | +67.4% | 103Q | SEC ↗ |
| 40 | VANGUARD FIDUCIARY TRUST CO | 245,190 | $75M | -17,554 | -6.7% | 2Q | SEC ↗ |
| 41 | HRT FINANCIAL LP NEW | 244,468 | $74M | — | +0.0% | 1Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 241,232 | $73M | +165,400 | +218.1% | 29Q | SEC ↗ |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 240,845 | $73M | -94,746 | -28.2% | 4Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 240,345 | $73M | +149,215 | +163.7% | 7Q | SEC ↗ |
| 45 | FIRST TRUST ADVISORS LP | 235,394 | $72M | +90,643 | +62.6% | 61Q | SEC ↗ |
| 46 | PRICE T ROWE ASSOCIATES INC /MD | 219,468 | $67M | -34,926 | -13.7% | 16Q | SEC ↗ |
| 47 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 207,316 | $63M | -96,893 | -31.9% | 7Q | SEC ↗ |
| 48 | MARSHALL WACE, LLP | 204,788 | $62M | +129,517 | +172.1% | 6Q | SEC ↗ |
| 49 | LOS ANGELES CAPITAL MANAGEMENT LLC | 190,097 | $58M | +167,945 | +758.1% | 6Q | SEC ↗ |
| 50 | Driehaus Capital Management LLC | 184,957 | $56M | +7,939 | +4.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 486,582 | $148M |
| CITADEL ADVISORS LLC | 387,850 | $118M |
| Curated Wealth Partners LLC | 340,000 | $103M |
| Sixth Street Partners Management Co | 325,723 | $99M |
| HRT FINANCIAL LP | 244,468 | $74M |
| Munro Partners | 135,051 | $41M |
| TUDOR INVESTMENT CORP ET AL | 126,182 | $38M |
| Artemis Investment Management LLP | 118,889 | $36M |
| Squarepoint Ops LLC | 103,429 | $31M |
| Jump Financial, LLC | 96,690 | $29M |
| CI INVESTMENTS INC. | 86,122 | $26M |
| DENDUR CAPITAL LP | 75,000 | $23M |
| TWO SIGMA INVESTMENTS, LP | 74,131 | $23M |
| Aperture Investors, LLC | 65,602 | $20M |
| Troluce Capital Advisors LLC | 65,000 | $20M |
| CANADA PENSION PLAN INVESTMENT BOAR | 57,840 | $18M |
| STEELHEAD PARTNERS LLC | 55,174 | $17M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 55,106 | $17M |
| Alberta Investment Management Corp | 50,700 | $15M |
| E20 Capital Ltd | 50,051 | $15M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Whale Rock Capital Management LLC | 1,022,112 | $311M |
| T. Rowe Price Investment Management | 231,240 | $70M |
| Channing Capital Management, LLC | 230,533 | $70M |
| Oribel Capital Management, LP | 113,800 | $35M |
| Senator Investment Group LP | 100,000 | $30M |
| Point72 Asset Management, L.P. | 96,548 | $29M |
| Informed Momentum Co LLC | 44,577 | $14M |
| Ardmore Road Asset Management LP | 44,000 | $13M |
| NEOS Investment Management LLC | 25,895 | $8M |
| Lisanti Capital Growth, LLC | 23,736 | $7M |
| NATIXIS | 22,000 | $7M |
| Illinois Municipal Retirement Fund | 19,481 | $6M |
| Andar Capital Management HK Ltd | 18,950 | $6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 17,709 | $5M |
| VMS Asset Management Limited | 16,796 | $5M |
| 1832 Asset Management L.P. | 14,700 | $4M |
| Science & Technology Partners, L.P. | 12,950 | $4M |
| SummitTX Capital, L.P. | 12,484 | $4M |
| Moody Aldrich Partners LLC | 12,174 | $4M |
| DEAN INVESTMENT ASSOCIATES, LLC | 11,172 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +701,257 | +612.9% | 815,680 |
| D. E. Shaw & Co., Inc. | +583,973 | +36498.3% | 585,573 |
| AQR CAPITAL MANAGEMENT LLC | +274,808 | +134.7% | 478,794 |
| Qube Research & Technologies Ltd | +271,223 | +393.8% | 340,102 |
| AMERIPRISE FINANCIAL INC | +249,103 | +19.0% | 1,559,661 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +217,739 | +95.5% | 445,629 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +167,945 | +758.1% | 190,097 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +165,400 | +218.1% | 241,232 |
| FRANKLIN RESOURCES INC | +153,905 | +28.9% | 686,434 |
| RAYMOND JAMES FINANCIAL INC | +149,215 | +163.7% | 240,345 |
| MARSHALL WACE, LLP | +129,517 | +172.1% | 204,788 |
| WELLINGTON MANAGEMENT GROUP LLP | +121,614 | +31.4% | 509,090 |
| JPMORGAN CHASE & CO | +101,165 | +67.4% | 251,219 |
| RENAISSANCE TECHNOLOGIES LLC | +96,240 | +4144.7% | 98,562 |
| FIRST TRUST ADVISORS LP | +90,643 | +62.6% | 235,394 |
| ACADIAN ASSET MANAGEMENT LLC | +81,653 | +88.1% | 174,328 |
| Tidal Investments LLC | +79,915 | +150.6% | 132,991 |
| MILLENNIUM MANAGEMENT LLC | +78,560 | +25.9% | 381,740 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +74,096 | +36.3% | 278,288 |
| MORGAN STANLEY | +74,029 | +23.4% | 390,534 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -1,844,341 | -28.5% | 4,626,399 |
| Invesco Ltd. | -644,480 | -35.2% | 1,188,258 |
| FULLER & THALER ASSET MANAGEMENT, I | -386,591 | -82.3% | 83,344 |
| EARNEST PARTNERS LLC | -272,225 | -22.2% | 954,262 |
| BNP PARIBAS FINANCIAL MARKETS | -228,152 | -78.3% | 63,278 |
| GEODE CAPITAL MANAGEMENT, LLC | -181,998 | -16.2% | 938,239 |
| STATE STREET CORP | -178,539 | -12.3% | 1,272,597 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -175,718 | -7.6% | 2,143,658 |
| PRINCIPAL FINANCIAL GROUP INC | -175,104 | -34.7% | 329,331 |
| ALLIANCEBERNSTEIN L.P. | -173,560 | -37.9% | 283,983 |
| FMR LLC | -169,775 | -10.7% | 1,416,875 |
| NEUBERGER BERMAN GROUP LLC | -168,687 | -28.9% | 414,656 |
| NORTHERN TRUST CORP | -135,897 | -28.3% | 344,997 |
| BAMCO INC /NY | -129,358 | -48.1% | 139,367 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | -111,418 | -67.0% | 55,000 |
| NEW YORK STATE COMMON RETIREMENT FU | -108,032 | -40.5% | 158,574 |
| GOLDMAN SACHS GROUP INC | -106,862 | -22.7% | 363,080 |
| Aristotle Capital Boston, LLC | -100,540 | -66.4% | 50,851 |
| SILVERCREST ASSET MANAGEMENT GROUP | -96,893 | -31.9% | 207,316 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -94,746 | -28.2% | 240,845 |