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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 %
MSA
301
Mason Street Advisors
Wisconsin
– -$1.38M -14,272 Closed
HIM
302
Hillsdale Investment Management
Ontario, Canada
– -$1.16M -12,000 Closed
JCIA
303
Jackson Creek Investment Advisors
Colorado
– -$1.04M -10,679 Closed
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
– -$948K -9,779 Closed
Balyasny Asset Management
305
Balyasny Asset Management
Illinois
– -$630K -6,500 Closed
AWM
306
AE Wealth Management
Kansas
– -$618K -6,373 Closed
GCP
307
GSA Capital Partners
United Kingdom
– -$540K -5,573 Closed
CC
308
Centiva Capital
New York
– -$444K -4,583 Closed
PP
309
Paloma Partners
Connecticut
– -$375K -3,864 Closed
VIA
310
Vident Investment Advisory
Georgia
– -$354K -3,648 Closed
ACM
311
AlphaCrest Capital Management
New York
– -$340K -3,509 Closed
MWNA
312
Marshall Wace North America
New York
– -$338K -3,484 Closed
CCIA
313
Campbell & Co Investment Adviser
Maryland
– -$284K -2,924 Closed
ED
314
Exane Derivatives
France
– -$266K -2,739 Closed
QIM
315
Quantitative Investment Management
Virginia
– -$235K -2,432 Closed
LGA
316
Lebenthal Global Advisors
New York
– -$235K -2,427 Closed
GH
317
GAM Holding
Switzerland
– -$221K -2,272 Closed
LSV Asset Management
318
LSV Asset Management
Illinois
– -$184K -1,900 Closed
PP
319
Peconic Partners
New York
– -$126K -1,300 Closed
FTDI
320
First Trust Direct Indexing
Massachusetts
– -$116K -1,197 Closed
QT
321
Quantbot Technologies
New York
– -$93K -964 Closed
RWA
322
Ropes Wealth Advisors
Massachusetts
– -$58K -600 Closed
VCG
323
Vantage Consulting Group
Virginia
– -$49K -505 Closed
ICP
324
Interchange Capital Partners
Pennsylvania
– -$14K -148 Closed
PWPS
325
Pinnacle Wealth Planning Services
Ohio
– -$11K -113 Closed
10 11 12
13
14