AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

277 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-21
Holders Change %
-7.05%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
110
Reduced
97
Closed
53
Calls
$20.1M
Puts
$5.91M
Net Calls
+$14.2M
Net Calls Change
+$2.97M

Top Buyers

1
State Street
State Street
Massachusetts
$195M
2
Capital International Investors
Capital International Investors
California
$61.5M
3
Ameriprise
Ameriprise
Minnesota
$355M
4
SCM
Snyder Capital Management
California
$39.6M
5
EARNEST Partners
EARNEST Partners
Georgia
$170M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
Invesco
Invesco
Georgia
$57.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$92.5M
4
ICOM
Investment Counselors of Maryland
Maryland
$3.18M
5
BlackRock
BlackRock
New York
$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
301
ExodusPoint Capital Management
New York
– -$367K -3,359 Closed
B
302
Bailard
California
– -$338K -3,100 Closed
GAM
303
Gotham Asset Management
New York
– -$324K -2,972 Closed
CANY
304
Caxton Associates (New York)
New York
– -$315K -2,881 Closed
LIA
305
LS Investment Advisors
Michigan
– -$311K -2,849 Closed
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
– -$311K -2,845 Closed
OAM
307
Oberweis Asset Management
Illinois
– -$273K -2,500 Closed
WCM
308
Weld Capital Management
New York
– -$270K -2,472 Closed
XT
309
XTX Topco
Cayman Islands
– -$264K -2,417 Closed
VPIM
310
Vanguard Personalized Indexing Management
California
– -$249K -2,278 Closed
LFAS
311
Level Four Advisory Services
Texas
– -$242K -2,216 Closed
BAM
312
Blueshift Asset Management
New Jersey
– -$236K -2,166 Closed
SIP
313
Stoneridge Investment Partners
Pennsylvania
– -$219K -2,009 Closed
VF
314
Virtu Financial
New York
– -$213K -1,952 Closed
SSA
315
Schonfeld Strategic Advisors
New York
– -$207K -1,900 Closed
Barrow, Hanley, Mewhinney & Strauss
316
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$179K -1,640 Closed
FC
317
FORA Capital
Florida
– -$32K -296 Closed
AIC
318
Ameritas Investment Company
Nebraska
– -$27.7K -254 Closed
SFS
319
Sowell Financial Services
Arkansas
– -$21K -236 Closed
Walleye Trading
320
Walleye Trading
New York
– -$22K -197 Closed
LFG
321
Larson Financial Group
Missouri
– -$11K -101 Closed
TF
322
TimeScale Financial
Massachusetts
– -$4K -38 Closed
ADIM
323
Alpha DNA Investment Management
Maryland
– -$3K -34 Closed
HR
324
Howe & Rusling
New York
– -$3K -32 Closed
SWM
325
Spire Wealth Management
Virginia
– -$3K -28 Closed
10 11 12
13
14