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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 %
QT
276
Quantbot Technologies
New York
– – -5,861 Closed
Nisa Investment Advisors
277
Nisa Investment Advisors
Missouri
– – -5,590 Closed
BSG
278
Black Swift Group
Colorado
– – -5,500 Closed
PFC
279
Poplar Forest Capital
California
– – -4,778 Closed
YMRC
280
Yorktown Management & Research Company
Virginia
– – -4,600 Closed
EGM
281
Engineers Gate Manager
New York
– – -3,817 Closed
MYIA
282
Mount Yale Investment Advisors
Colorado
– – -3,220 Closed
Two Sigma Advisers
283
Two Sigma Advisers
New York
– – -3,200 Closed
MML Investors Services
284
MML Investors Services
Massachusetts
– – -2,527 Closed
AIA
285
Angeles Investment Advisors
California
– – -2,424 Closed
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
– – -1,932 Closed
CFD
287
Creative Financial Designs
Indiana
– – -882 Closed
AWA
288
Arkadios Wealth Advisors
Georgia
– – -623 Closed
OSAM
289
O'Shaughnessy Asset Management
Connecticut
– – -527 Closed
ED
290
Exane Derivatives
France
– – -508 Closed
GRP
291
Global Retirement Partners
California
– – -357 Closed
IA
292
IFP Advisors
Florida
– – -51 Closed
KIG
293
Kowal Investment Group
Wisconsin
– – -38 Closed
AWM
294
Atticus Wealth Management
Florida
– – -30 Closed
NFSG
295
Newbridge Financial Services Group
Florida
– – -14 Closed
MAM
296
Meeder Asset Management
Ohio
– – -3 Closed
Group One Trading
297
Group One Trading
Illinois
– – – –
SC
298
Schubert & Co
Texas
$0 5 +5 New
8 9 10 11
12