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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 %
FHA
251
First Horizon Advisors
Tennessee
$1K -$19.8K -376 -95%
BCA
252
Berman Capital Advisors
Georgia
$1K -$6.86K -144 -87%
GWS
253
Glassman Wealth Services
Virginia
$1K +$167 +1 +20%
NFSG
254
Newbridge Financial Services Group
Florida
$1K +$1K +14 New
BEI
255
Benjamin Edwards Inc
Missouri
$1K +$1K +16 New
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$491 – – –
Westfield Capital Management
257
Westfield Capital Management
Massachusetts
– -$39.2M -347,601 Closed
RI
258
Redwood Investments
Massachusetts
– -$21.1M -186,934 Closed
MPM
259
Meritage Portfolio Management
Kansas
– -$6.01M -53,358 Closed
Calamos Advisors
260
Calamos Advisors
Illinois
– -$4.07M -36,112 Closed
NIP
261
Nicholas Investment Partners
California
– -$2.81M -24,953 Closed
PP
262
PDT Partners
New York
– -$2.12M -18,836 Closed
CCMG
263
Clark Capital Management Group
Pennsylvania
– -$2.09M -18,579 Closed
CAM
264
ClariVest Asset Management
California
– -$1.44M -12,790 Closed
RG
265
Renaissance Group
Kentucky
– -$1.26M -11,175 Closed
WB
266
WesBanco Bank
West Virginia
– -$744K -6,604 Closed
E
267
Ergoteles
New York
– -$667K -5,917 Closed
HW
268
Hancock Whitney
Mississippi
– -$558K -4,949 Closed
Squarepoint
269
Squarepoint
New York
– -$544K -4,828 Closed
TCM
270
Teza Capital Management
Illinois
– -$514K -4,557 Closed
BC
271
Burney Company
Virginia
– -$468K -4,155 Closed
BRWA
272
B. Riley Wealth Advisors
Florida
– -$419K -3,715 Closed
GCP
273
GSA Capital Partners
United Kingdom
– -$414K -3,673 Closed
DCM
274
Dupont Capital Management
Delaware
– -$383K -3,397 Closed
AA
275
ALPS Advisors
Colorado
– -$356K -3,155 Closed
8 9 10
11
12