Advanced Energy Industries Inc: which funds bought and sold
Institutions that bought and sold Advanced Energy Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 381 institutions that filed 13F reports for both quarters added to or opened positions in Advanced Energy Industries, and 287 cut or closed them. Together they sold a net 1.2M shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.1M shares (+10.3%); index fund managers were net sellers of 2.6M shares (−18.2%). 170 opened a new position and 68 sold out entirely.
Bought, Q2 2026 381 institutions, 170 of them new holders Sold, Q2 2026 287 institutions, 68 of them sold out
Net change, all compared −1.2M shares (−2.8%)
Net change, active managers +1.1M shares (+10.3%), 58 bought, 29 sold
Buyers versus sellers
381 bought 68 287 sold
Active managers and hedge funds 58 bought · 29 sold · +1.1M
Index fund managers 2 bought · 10 sold · −2.6M
Other institutions 321 bought · 248 sold · +373K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jane Street Group, LLC | +701K +612.9% | 816K | $304M |
| D. E. Shaw & Co., Inc. Hedge fund | +584K +36498.3% | 586K | $218M |
| Citadel Advisors LLC Hedge fund | +388K New position | 388K | $145M |
| AQR Capital Management LLC Hedge fund | +275K +134.7% | 479K | $178M |
| Qube Research & Technologies Ltd Hedge fund | +271K +393.8% | 340K | $127M |
| Ameriprise Financial Inc | +249K +19.0% | 1.6M | $581M |
| HRT Financial LP | +244K New position | 244K | $91.2M |
| Manufacturers Life Insurance Company, The | +218K +95.5% | 446K | $166M |
| Los Angeles Capital Management LLC Active manager | +168K +758.1% | 190K | $70.9M |
| Susquehanna International Group, LLP | +165K +218.1% | 241K | $89.9M |
| Franklin Resources Inc Active manager | +154K +28.9% | 686K | $256M |
| Raymond James Financial Inc | +149K +163.7% | 240K | $89.6M |
| Munro Partners Active manager | +135K New position | 135K | $50.4M |
| Marshall Wace, LLP Hedge fund | +130K +172.1% | 205K | $76.4M |
| Tudor Investment Corp Et Al Hedge fund | +126K New position | 126K | $47M |
| Wellington Management Group LLP Active manager | +122K +31.4% | 509K | $190M |
| Artemis Investment Management LLP Active manager | +119K New position | 119K | $44.3M |
| Squarepoint Ops LLC Hedge fund | +103K New position | 103K | $38.6M |
| First Eagle Investment Management, LLC Active manager | +101K +123.8% | 183K | $68.3M |
| Jpmorgan Chase & Co | +101K +67.4% | 251K | $88.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | +584K +36498.3% | 586K | $218M |
| Citadel Advisors LLC Hedge fund | +388K New position | 388K | $145M |
| AQR Capital Management LLC Hedge fund | +275K +134.7% | 479K | $178M |
| Qube Research & Technologies Ltd Hedge fund | +271K +393.8% | 340K | $127M |
| Los Angeles Capital Management LLC Active manager | +168K +758.1% | 190K | $70.9M |
| Franklin Resources Inc Active manager | +154K +28.9% | 686K | $256M |
| Munro Partners Active manager | +135K New position | 135K | $50.4M |
| Marshall Wace, LLP Hedge fund | +130K +172.1% | 205K | $76.4M |
| Tudor Investment Corp Et Al Hedge fund | +126K New position | 126K | $47M |
| Wellington Management Group LLP Active manager | +122K +31.4% | 509K | $190M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | −1.8M −28.5% | 4.6M | $1.7B |
| Whale Rock Capital Management LLC Hedge fund | −1.0M Sold out | 0 | — |
| Invesco Ltd. | −644K −35.2% | 1.2M | $443M |
| Fuller & Thaler Asset Management, Inc. | −387K −82.3% | 83K | $31.1M |
| Earnest Partners LLC Active manager | −272K −22.2% | 954K | $356M |
| T. Rowe Price Investment Management, Inc. Active manager | −231K Sold out | 0 | — |
| Channing Capital Management, LLC | −231K Sold out | 0 | — |
| BNP Paribas Financial Markets | −228K −78.3% | 63K | $23.6M |
| Geode Capital Management, LLC Index funds | −182K −16.2% | 938K | $351M |
| State Street Corp Index funds | −179K −12.3% | 1.3M | $474M |
| Vanguard Portfolio Management LLC Index funds | −176K −7.6% | 2.1M | $799M |
| Principal Financial Group Inc | −175K −34.7% | 329K | $123M |
| Alliancebernstein L.P. Active manager | −174K −37.9% | 284K | $91.6M |
| FMR LLC Active manager | −170K −10.7% | 1.4M | $528M |
| Neuberger Berman Group LLC Active manager | −169K −28.9% | 415K | $155M |
| Northern Trust Corp Index funds | −136K −28.3% | 345K | $129M |
| BAMCO Inc Active manager | −129K −48.1% | 139K | $52M |
| Oribel Capital Management, LP | −114K Sold out | 0 | — |
| Summit Partners Public Asset Management, LLC | −111K −67.0% | 55K | $20.5M |
| New York State Common Retirement Fund | −108K −40.5% | 159K | $59.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Whale Rock Capital Management LLC Hedge fund | −1.0M Sold out | 0 | — |
| Earnest Partners LLC Active manager | −272K −22.2% | 954K | $356M |
| T. Rowe Price Investment Management, Inc. Active manager | −231K Sold out | 0 | — |
| Alliancebernstein L.P. Active manager | −174K −37.9% | 284K | $91.6M |
| FMR LLC Active manager | −170K −10.7% | 1.4M | $528M |
| Neuberger Berman Group LLC Active manager | −169K −28.9% | 415K | $155M |
| BAMCO Inc Active manager | −129K −48.1% | 139K | $52M |
| Point72 Asset Management, L.P. Hedge fund | −97K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −95K −28.2% | 241K | $89.8M |
| Congress Asset Management Co Active manager | −57K −27.4% | 151K | $56.1M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Citadel Advisors LLCHedge fund | 388K | $145M |
| HRT Financial LP | 244K | $91.2M |
| Munro PartnersActive manager | 135K | $50.4M |
| Tudor Investment Corp Et AlHedge fund | 126K | $47M |
| Artemis Investment Management LLPActive manager | 119K | $44.3M |
| Squarepoint Ops LLCHedge fund | 103K | $38.6M |
| Jump Financial, LLC | 97K | $36.1M |
| CI Investments Inc. | 86K | $32.1M |
| Dendur Capital LPHedge fund | 75K | $28M |
| Two Sigma Investments, LPHedge fund | 74K | $27.6M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Whale Rock Capital Management LLCHedge fund | 1.0M | $330M |
| T. Rowe Price Investment Management, Inc.Active manager | 231K | $74.6M |
| Channing Capital Management, LLC | 231K | $74.4M |
| Oribel Capital Management, LP | 114K | $36.7M |
| Point72 Asset Management, L.P.Hedge fund | 97K | $31.2M |
| Informed Momentum Co LLC | 45K | $14.4M |
| Ardmore Road Asset Management LP | 44K | $14.2M |
| Lisanti Capital Growth, LLC | 24K | $7.7M |
| Natixis | 22K | $7.1M |
| Mirae Asset Global Etfs Holdings Ltd. | 18K | $5.7M |
Who holds the shares
- Institutions reporting
- 678
- Ten largest holders
- 41.8% of 13F-reported shares
- Index fund managers
- 29.1% of 13F-reported shares
- Active managers and hedge funds
- 29.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 58 | 29 | 27 | 5 | +1.1M | +10.3% |
| Index fund managers | 2 | 10 | 1 | 0 | −2.6M | −18.2% |
| Other institutions | 321 | 248 | 142 | 63 | +373K | +2.4% |
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