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Advanced Energy
AEIS

Overview Fund Activity

257 hedge funds and large institutions have $3.23B invested in Advanced Energy in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 109 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-20
Holders Change %
-7.22%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
81
Reduced
109
Closed
40
Calls
$6.01M
Puts
$5M
Net Calls
+$1.01M
Net Calls Change
-$13.2M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$134M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$24.3M
3
Capital International Investors
3
Capital International Investors
California
$68.5M
4
State Street
4
State Street
Massachusetts
$164M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$71.2M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$1.11M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.39M
4
RI
4
Redwood Investments
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$491M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
226
Cullen/Frost Bankers
Texas
$18K – – –
FPS
227
Fieldpoint Private Securities
Connecticut
$16K -$62.1K -703 -80%
PCG
228
Private Capital Group
Connecticut
$16K – – –
PA
229
Parallel Advisors
California
$15K +$5.78K +64 +63%
TWA
230
TCI Wealth Advisors
Arizona
$15K +$7.46K +85 +99%
LJHT
231
Laurie J. Hall Trustee
$14K -$9.63K -110 -41%
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$1.67K +19 +18%
GAM
233
Gemmer Asset Management
California
$10K – – –
CFA
234
Carroll Financial Associates
North Carolina
$7K – – –
MGIM
235
M&G Investment Management
United Kingdom
$5.85K +$2 +25 +0%
HI
236
Harbour Investments
Wisconsin
$5K -$446 -5 -8%
IA
237
IFP Advisors
Florida
$4K -$74K -944 -95%
TFO
238
Tarbox Family Office
California
$4K – – –
AssetMark Inc
239
AssetMark Inc
California
$4K +$549 +7 +16%
CFGS
240
Concourse Financial Group Securities
Alabama
$3K -$9.62K -93 -76%
VCM
241
Versant Capital Management
Arizona
$3K – – –
AWM
242
Atticus Wealth Management
Florida
$3K – – –
CWC
243
Carolinas Wealth Consulting
North Carolina
$3K – – –
KIG
244
Kowal Investment Group
Wisconsin
$3K +$3K +38 New
WPA
245
West Paces Advisors
Georgia
$2.19K – – –
Lazard Asset Management
246
Lazard Asset Management
New York
$2K -$174K -2,169 -99%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$2K -$1.48K -20 -43%
AF
248
Allworth Financial
California
$2K – – –
BWA
249
BDO Wealth Advisors
Florida
$2K – – –
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$2K – – –
8 9
10
11 12