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Advanced Energy
AEIS

Overview Fund Activity

288 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+30
Holders Change %
+11.63%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
59
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.4M
2
Invesco
Invesco
Georgia
$72.6M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.6M
4
BlackRock
BlackRock
New York
$552M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$258M
2
Franklin Resources
Franklin Resources
California
$0
3
Victory Capital Management
Victory Capital Management
Texas
$118M
4
ACB
Aristotle Capital Boston
Massachusetts
$78M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJYG
226
David J. Yvars Group
Florida
$214K +$214K +2,205 New
CIP
227
Cornerstone Investment Partners
Georgia
$201K +$201K +2,075 New
LSV Asset Management
228
LSV Asset Management
Illinois
$184K +$184K +1,900 New
WEC
229
Winslow Evans & Crocker
Massachusetts
$177K +$92.1K +950 +109%
Macquarie Group
230
Macquarie Group
Australia
$168K – – –
PHK
231
Point72 Hong Kong
Hong Kong
$164K +$121K +1,252 +285%
PP
232
Peconic Partners
New York
$126K +$126K +1,300 New
IFAM
233
Institutional & Family Asset Management
Colorado
$116K – – –
FTDI
234
First Trust Direct Indexing
Massachusetts
$116K +$116K +1,197 New
FPS
235
Fieldpoint Private Securities
Connecticut
$108K +$108K +1,110 New
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K -$3.59K -37 -4%
QT
237
Quantbot Technologies
New York
$93K +$93K +964 New
SWA
238
Sutton Wealth Advisors
Florida
$86.7K – – –
CFD
239
Creative Financial Designs
Indiana
$86K – – –
IA
240
IFP Advisors
Florida
$81K -$1.25K -13 -2%
FBT
241
First Bank & Trust
South Dakota
$62K -$17.4K -180 -22%
RWA
242
Ropes Wealth Advisors
Massachusetts
$58K – – –
SPIA
243
Steward Partners Investment Advisory
New York
$54K – – –
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$51K -$3.19K -33 -6%
VCG
245
Vantage Consulting Group
Virginia
$49K +$49K +505 New
FHA
246
First Horizon Advisors
Tennessee
$42K – – –
QCG
247
Quadrant Capital Group
Ohio
$39K -$2.13K -22 -5%
AIC
248
Archer Investment Corporation
Indiana
$38.8K +$38.8K +400 New
GRP
249
Global Retirement Partners
California
$30K -$7.4K -76 -20%
PCG
250
Private Capital Group
Connecticut
$28K -$98 -1 -0.3%
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