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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
Invesco
2
Invesco
Georgia
$57.6M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$92.5M
4
ICOM
4
Investment Counselors of Maryland
Maryland
$3.18M
5
BlackRock
5
BlackRock
New York
$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$39.2M +$12.6M +112,225 +48%
HJGA
27
Hardman Johnston Global Advisors
Connecticut
$38.9M -$7.19M -63,762 -16%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$35.7M +$1.37M +12,139 +4%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$35.2M +$1.59M +14,067 +5%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$35.1M +$6.02M +53,368 +21%
American Century Companies
31
American Century Companies
Missouri
$33.6M -$99.4K -882 -0.3%
RA
32
Royce & Associates
New York
$27.4M -$10.9M -96,468 -28%
Bank of America
33
Bank of America
North Carolina
$26.9M -$2.17M -19,277 -7%
PA
34
Pinnacle Associates
New York
$25.7M +$309K +2,744 +1%
Goldman Sachs
35
Goldman Sachs
New York
$23.7M -$10M -88,876 -30%
Fidelity International
36
Fidelity International
Bermuda
$22.3M +$9.5M +84,284 +74%
RI
37
Redwood Investments
Massachusetts
$21.1M -$8.93M -79,191 -30%
ClearBridge Investments
38
ClearBridge Investments
New York
$21M +$1.69M +15,020 +9%
AIM
39
Artemis Investment Management
United Kingdom
$20M +$1.06M +9,425 +6%
Morgan Stanley
40
Morgan Stanley
New York
$20M -$6.94M -61,558 -26%
Wells Fargo
41
Wells Fargo
California
$18.9M -$3.93M -34,859 -17%
NAM
42
NorthCoast Asset Management
Connecticut
$17M +$5.36M +47,508 +46%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$16.7M +$2.07M +18,341 +14%
Deutsche Bank
44
Deutsche Bank
Germany
$16.6M -$3.23M -28,654 -16%
Fisher Asset Management
45
Fisher Asset Management
Washington
$16.5M +$102K +907 +0.6%
BCIM
46
British Columbia Investment Management
British Columbia, Canada
$16.4M +$1.13M +10,000 +7%
SEI Investments
47
SEI Investments
Pennsylvania
$15.5M -$804K -7,130 -5%
PPA
48
Parametric Portfolio Associates
Washington
$13.5M +$600K +5,320 +5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.4M -$119K -1,057 -0.9%
FP
50
Foundry Partners
Minnesota
$11.9M -$358K -3,175 -3%
1
2
3 4 5