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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 %
AssetMark Inc
276
AssetMark Inc
California
$5K -$106 -1 -2%
TFO
277
Tarbox Family Office
California
$5K – – –
VCM
278
Versant Capital Management
Arizona
$4K – – –
TF
279
TimeScale Financial
Massachusetts
$4K +$4K +38 New
ADIM
280
Alpha DNA Investment Management
Maryland
$3K -$613K -6,945 -100%
HR
281
Howe & Rusling
New York
$3K -$750 -8 -20%
CWC
282
Carolinas Wealth Consulting
North Carolina
$3K -$111 -1 -4%
BWA
283
BDO Wealth Advisors
Florida
$3K – – –
PA
284
Parallel Advisors
California
$3K – – –
SL
285
Savior LLC
Massachusetts
$3K – – –
SWM
286
Spire Wealth Management
Virginia
$3K +$3K +28 New
AIG
287
American International Group
New York
$2.76K -$31 -288 -1%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$2K -$2.09K -24 -51%
AF
289
Allworth Financial
California
$2K – – –
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BWL
291
Bogart Wealth LLC
Virginia
$2K – – –
GFPC
292
Global Financial Private Client
Florida
$1.63K +$1.63K +14 New
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$1.04K -$666 -6,100 -39%
NFG
294
Next Financial Group
Texas
$1K +$1K +7 New
SIS
295
Sound Income Strategies
Florida
$328 – – –
FA
296
Friess Associates
Delaware
– -$20.7M -212,979 Closed
CCP
297
Clough Capital Partners
Massachusetts
– -$14.9M -153,800 Closed
LCG
298
Lisanti Capital Growth
New York
– -$7.16M -73,790 Closed
CI
299
Cambiar Investors
Colorado
– -$2.57M -26,454 Closed
EI
300
EAM Investors
California
– -$2.24M -23,108 Closed
10 11
12
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