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Advanced Energy
AEIS

Overview Fund Activity

270 hedge funds and large institutions have $3.33B invested in Advanced Energy in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 27 closing their positions.

Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
4.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
94
Reduced
100
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$183M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$30.6M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$11.9M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$32.6M
5
RA
5
Royce & Associates
New York
$18.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
EAM
5
Erste Asset Management
Austria
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
251
Harbour Investments
Wisconsin
$3K 30 -26 -46%
VCM
252
Versant Capital Management
Arizona
$3K 34 – –
CFGS
253
Concourse Financial Group Securities
Alabama
$3K 29 – –
CWC
254
Carolinas Wealth Consulting
North Carolina
$3K 38 +1 +3%
CA
255
Centerpoint Advisors
Massachusetts
$3K 32 +32 New
WPA
256
West Paces Advisors
Georgia
$2.55K 28 +3 +12%
BWA
257
BDO Wealth Advisors
Florida
$2K 23 – –
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$2K 23 – –
EI
259
Ellevest Inc
New York
$2K 22 +22 New
VRS
260
Virginia Retirement Systems
Virginia
$1.5K 16,500 -1,800 -10%
CFB
261
Cullen/Frost Bankers
Texas
$1K 8 -201 -96%
FHA
262
First Horizon Advisors
Tennessee
$1K 19 – –
BIA
263
Bell Investment Advisors
California
$1K 6 +6 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$1K 7 +7 New
GWS
265
Glassman Wealth Services
Virginia
$1K 15 +9 +150%
SWM
266
Spire Wealth Management
Virginia
$1K 16 +16 New
ACM
267
Absolute Capital Management
Pennsylvania
$637 7 +7 New
MP
268
McDonald Partners
Ohio
$637 7 +7 New
PCH
269
Polar Capital Holdings
United Kingdom
$269 2,950 +2,950 New
Arrowstreet Capital
270
Arrowstreet Capital
Massachusetts
– – -93,808 Closed
EAM
271
Erste Asset Management
Austria
– – -88,660 Closed
MGIM
272
M&G Investment Management
United Kingdom
– – -66,490 Closed
IECM
273
Intrinsic Edge Capital Management
Illinois
– – -34,125 Closed
SLG
274
Stanley-Laman Group
Pennsylvania
– – -19,199 Closed
Simplex Trading
275
Simplex Trading
Illinois
– – -5,920 Closed
8 9 10
11
12