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Advanced Energy
AEIS

Overview Fund Activity

298 hedge funds and large institutions have $4.02B invested in Advanced Energy in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
85
Reduced
123
Closed
34
Calls
$18M
Puts
$6.73M
Net Calls
+$11.2M
Net Calls Change
+$11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$252M
2
BlackRock
2
BlackRock
New York
$641M
3
Goldman Sachs
3
Goldman Sachs
New York
$32.7M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$32.5M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$14.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.2M
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$44.6M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$25.7M
4
FA
4
Friess Associates
Delaware
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$60.9K – – –
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$58K – – –
FHA
253
First Horizon Advisors
Tennessee
$50K +$2.04K +19 +4%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$45K +$19.6K +179 +77%
QCG
255
Quadrant Capital Group
Ohio
$44K – – –
AIC
256
Archer Investment Corporation
Indiana
$43.7K – – –
GRP
257
Global Retirement Partners
California
$40K +$6.25K +57 +19%
FC
258
FORA Capital
Florida
$32K +$32K +296 New
LJHT
259
Laurie J. Hall Trustee
$29K – – –
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$29K +$12.7K +119 +78%
AIC
261
Ameritas Investment Company
Nebraska
$27.7K +$27.7K +254 New
Walleye Trading
262
Walleye Trading
New York
$22K +$22K +197 New
SFS
263
Sowell Financial Services
Arkansas
$21K +$8.99K +101 +75%
PCG
264
Private Capital Group
Connecticut
$20K -$11.5K -104 -36%
S
265
SignatureFD
Georgia
$19K +$2.16K +20 +13%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$13K -$19.3K -171 -60%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
GAM
268
Gemmer Asset Management
California
$12K – – –
LFG
269
Larson Financial Group
Missouri
$11K – – –
CFGS
270
Concourse Financial Group Securities
Alabama
$10K +$1.08K +10 +12%
APA
271
American Portfolios Advisors
New York
$9.39K +$9.39K +86 New
TWA
272
TCI Wealth Advisors
Arizona
$9K +$2.74K +25 +44%
PFBT
273
Parkside Financial Bank & Trust
Missouri
$8K – – –
CFA
274
Carroll Financial Associates
North Carolina
$8K – – –
HI
275
Harbour Investments
Wisconsin
$7K +$7K +62 New
9 10
11
12 13