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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$33.2M 304,354 -245,845 -45%
Goldman Sachs
27
Goldman Sachs
New York
$32.7M 299,341 +141,372 +89%
American Century Companies
28
American Century Companies
Missouri
$32.7M 299,305 +75,493 +34%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$32.5M 297,925 +127,867 +75%
RI
30
Redwood Investments
Massachusetts
$29.1M 266,125 -43,564 -14%
Bank of America
31
Bank of America
North Carolina
$28.2M 258,317 +66,249 +34%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$28.2M 257,956 +20,690 +9%
Morgan Stanley
33
Morgan Stanley
New York
$26.1M 238,907 +13,044 +6%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$25.7M 235,376 -218,896 -48%
PA
35
Pinnacle Associates
New York
$24.6M 225,487 -22,540 -9%
Wells Fargo
36
Wells Fargo
California
$22.1M 202,288 +199 +0.1%
ICOM
37
Investment Counselors of Maryland
Maryland
$20.5M 188,010 -114,288 -38%
Deutsche Bank
38
Deutsche Bank
Germany
$19.2M 176,158 +19,785 +13%
ClearBridge Investments
39
ClearBridge Investments
New York
$18.7M 171,481 -49,043 -22%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$18.5M 169,136 -131,717 -44%
AIM
41
Artemis Investment Management
United Kingdom
$18.4M 168,041 -10,659 -6%
Fisher Asset Management
42
Fisher Asset Management
Washington
$15.9M 145,777 +5,726 +4%
SEI Investments
43
SEI Investments
Pennsylvania
$15.6M 144,201 -14,909 -9%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M 139,477 +3,881 +3%
BCIM
45
British Columbia Investment Management
British Columbia, Canada
$14.8M 135,400 +112,900 +502%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$14.6M 133,460 -17,137 -11%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$14.2M 129,964 +32,261 +33%
Legal & General Group
48
Legal & General Group
United Kingdom
$13.5M 123,925 +205 +0.2%
Prudential Financial
49
Prudential Financial
New Jersey
$13.2M 120,677 +28,646 +31%
SGCIA
50
Smith Graham & Co Investment Advisors
Texas
$12.6M 115,317 -5,030 -4%
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