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Advanced Energy
AEIS

Overview Fund Activity

258 hedge funds and large institutions have $2.35B invested in Advanced Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+24
Holders Change %
+10.26%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
80
Reduced
88
Closed
26
Calls
$2.57M
Puts
$5.9M
Net Calls
-$3.32M
Net Calls Change
-$2.25M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$33.9M
2
FA
2
Friess Associates
Delaware
$13.3M
3
Ameriprise
3
Ameriprise
Minnesota
$185M
4
FP
4
Foundry Partners
Minnesota
$11.2M
5
Invesco
5
Invesco
Georgia
$31.8M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$208K
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.4M
3
PF
3
Phoenix Financial
Israel
$0
4
BlackRock
4
BlackRock
New York
$347M
5
CRCP
5
Copper Rock Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$18.9M +$6.7M +106,500 +55%
RA
27
Royce & Associates
New York
$18.7M -$696K -11,062 -4%
ICOM
28
Investment Counselors of Maryland
Maryland
$18.5M -$2.92M -46,402 -14%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$18.1M +$281K +4,464 +2%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$18.1M +$5.16M +81,956 +40%
American Century Companies
31
American Century Companies
Missouri
$17.6M -$317K -5,031 -2%
PA
32
Pinnacle Associates
New York
$16.8M -$734K -11,665 -4%
ClearBridge Investments
33
ClearBridge Investments
New York
$16.4M -$2.81M -44,705 -15%
FA
34
Friess Associates
Delaware
$13.3M +$13.3M +211,918 New
Goldman Sachs
35
Goldman Sachs
New York
$13.1M -$2.14M -34,033 -14%
Wells Fargo
36
Wells Fargo
California
$12.1M +$264K +4,201 +2%
Bank of America
37
Bank of America
North Carolina
$11.7M +$261K +4,140 +2%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$11.4M +$91.6K +1,455 +0.8%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$11.2M +$898K +14,262 +9%
FP
40
Foundry Partners
Minnesota
$11.2M +$11.2M +177,467 New
First Trust Advisors
41
First Trust Advisors
Illinois
$11.1M +$3.71M +58,926 +50%
SEI Investments
42
SEI Investments
Pennsylvania
$11M +$1.23M +19,487 +13%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.8M +$4.27M +67,892 +65%
AIM
44
Artemis Investment Management
United Kingdom
$9.75M -$7.07M -112,383 -42%
Deutsche Bank
45
Deutsche Bank
Germany
$9.26M -$3.26M -51,779 -26%
SGCIA
46
Smith Graham & Co Investment Advisors
Texas
$8.86M -$137K -2,180 -2%
Fisher Asset Management
47
Fisher Asset Management
Washington
$8.82M -$1.83M -29,141 -17%
Morgan Stanley
48
Morgan Stanley
New York
$8.75M +$1.47M +23,337 +20%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$8.29M -$2.43M -38,623 -23%
PPA
50
Parametric Portfolio Associates
Washington
$8.05M +$750K +11,923 +10%
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