Advanced Energy Industries Inc
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+15.19%
vs ±13.6% implied · ×1.12
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $1.7B | 11.32% | −28.50% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $799.3M | 5.24% | −7.58% | |
| 3 | Vanguard Capital ManagementVanguardindex-like | $639.1M | 4.19% | +1.28% | |
| 4 | Ameriprise FinancialAmeriprise Financial | $581.4M | 3.81% | +19.01% | |
| 5 | FMRFMR | $528.3M | 3.47% | −10.70% | |
| 6 | State StreetState Streetindex-like | $474.4M | 3.11% | −12.30% | |
| 7 | InvescoInvesco | $443.1M | 2.91% | new | |
| 8 | Jane Street GroupJane Street | $432.7M | 2.84% | +188.02% | |
| 9 | Bank of AmericaBank of America | $382.3M | 2.51% | −3.37% | |
| 10 | Earnest PartnersEarnest Partners | $355.8M | 2.33% | −22.20% | |
| 11 | Geode Capital ManagementGeodeindex-like | $351.0M | 2.30% | −16.25% | |
| 12 | Franklin ResourcesFranklin Resources | $256.0M | 1.68% | +28.90% | |
| 13 | Dimensional Fund AdvisorsDimensional | $244.4M | 1.60% | +0.53% | |
| 14 | D. E. ShawD. E. Shaw | $218.3M | 1.43% | +36498.31% | |
| 15 | GW&K Investment ManagementGW&K | $215.5M | 1.41% | −3.87% | |
| 16 | Citadel AdvisorsCitadel | $195.8M | 1.28% | +42.28% | |
| 17 | Wellington Management GroupWellington | $189.8M | 1.25% | +31.39% | |
| 18 | Norges BankNorges Bankindex-like | $181.4M | 1.19% | — | |
| 19 | AQR Capital ManagementAQR | $177.9M | 1.17% | +134.72% | |
| 20 | Manufacturers Life Insurance Company, theManufacturers Life Insurance Company, the | $166.2M | 1.09% | +95.55% | |
| 21 | Susquehanna International GroupSusquehanna International | $162.9M | 1.07% | −0.18% | |
| 22 | Neuberger Berman GroupNeuberger Berman | $154.6M | 1.01% | −28.92% | |
| 23 | Millennium ManagementMillennium | $146.4M | 0.96% | +29.54% | |
| 24 | Morgan StanleyMorgan Stanley | $145.6M | 0.96% | +23.39% | |
| 25 | Massachusetts Financial ServicesMassachusetts Financial Services | $140.2M | 0.92% | −7.43% |
Advanced Energy Industries Inc
222.00
680 managers report $15.2B of Advanced Energy Industries on form 13F for the quarter ended Jun 30 '26. 58 of them hold 80% of it; BlackRock is largest at 11.32%.
Expected move
Inputs8Q avg ±9.4%·×0.94·fair
straddle ±13.2%
spot 222.06exp Nov 20ATM strike 220ATM straddle 34.50IV 82%