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Advanced Energy
AEIS

Overview Fund Activity

277 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-21
Holders Change %
-7.05%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
110
Reduced
97
Closed
53
Calls
$20.1M
Puts
$5.91M
Net Calls
+$14.2M
Net Calls Change
+$2.97M

Top Buyers

1
State Street
State Street
Massachusetts
$195M
2
Capital International Investors
Capital International Investors
California
$61.5M
3
Ameriprise
Ameriprise
Minnesota
$355M
4
SCM
Snyder Capital Management
California
$39.6M
5
EARNEST Partners
EARNEST Partners
Georgia
$170M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
Invesco
Invesco
Georgia
$57.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$92.5M
4
ICOM
Investment Counselors of Maryland
Maryland
$3.18M
5
BlackRock
BlackRock
New York
$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$11K +$7.98K +74 +264%
TWA
252
TCI Wealth Advisors
Arizona
$10K +$465 +4 +5%
CFA
253
Carroll Financial Associates
North Carolina
$9K – – –
MGIM
254
M&G Investment Management
United Kingdom
$7.51K +$7.51K +66,465 New
HI
255
Harbour Investments
Wisconsin
$7K -$115 -1 -2%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$5K -$2.87K -27 -36%
AssetMark Inc
257
AssetMark Inc
California
$5K -$341 -3 -6%
TFO
258
Tarbox Family Office
California
$5K – – –
VCM
259
Versant Capital Management
Arizona
$4K -$353 -3 -8%
CWC
260
Carolinas Wealth Consulting
North Carolina
$4K +$1.08K +10 +37%
EI
261
Ellevest Inc
New York
$4K +$4K +32 New
BWA
262
BDO Wealth Advisors
Florida
$3K – – –
SL
263
Savior LLC
Massachusetts
$3K – – –
AWM
264
Atticus Wealth Management
Florida
$3K +$3K +30 New
WPA
265
West Paces Advisors
Georgia
$2.82K +$2.82K +25 New
AIG
266
American International Group
New York
$2.82K -$38 -338 -1%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$2K – – –
AF
269
Allworth Financial
California
$2K – – –
SB
270
Strategic Blueprint
Georgia
$2K +$2K +19 New
GWS
271
Glassman Wealth Services
Virginia
$1K +$400 +2 +67%
MAM
272
Meeder Asset Management
Ohio
$1K +$667 +8 +200%
PMAS
273
PNC Managed Account Solutions
Texas
$1K +$1K +10 New
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$630 -$440 -3,900 -41%
Assenagon Asset Management
275
Assenagon Asset Management
Luxembourg
– -$4.42M -40,509 Closed
9 10
11
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