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Advanced Energy
AEIS

Overview Fund Activity

257 hedge funds and large institutions have $3.23B invested in Advanced Energy in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 109 reducing their positions, and 40 closing their positions.

Holders
257
Holders Change
-20
Holders Change %
-7.22%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
81
Reduced
109
Closed
40
Calls
$6.01M
Puts
$5M
Net Calls
+$1.01M
Net Calls Change
-$13.2M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$134M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$24.3M
3
Capital International Investors
3
Capital International Investors
California
$68.5M
4
State Street
4
State Street
Massachusetts
$164M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$71.2M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$1.11M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.39M
4
RI
4
Redwood Investments
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$491M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$27.2M -$553K -6,301 -2%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$26.2M -$1.1M -12,537 -4%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$24.8M -$7.65M -87,135 -24%
VNIM
29
Vaughan Nelson Investment Management
Texas
$24.3M +$24.3M +276,485 New
PA
30
Pinnacle Associates
New York
$19.2M -$835K -9,511 -4%
Goldman Sachs
31
Goldman Sachs
New York
$17.9M -$599K -6,829 -3%
Bank of America
32
Bank of America
North Carolina
$17.2M -$3.78M -43,069 -18%
ClearBridge Investments
33
ClearBridge Investments
New York
$15M -$1.39M -15,835 -8%
Morgan Stanley
34
Morgan Stanley
New York
$13.8M -$1.79M -20,375 -11%
Fisher Asset Management
35
Fisher Asset Management
Washington
$13.7M +$838K +9,554 +7%
Fidelity International
36
Fidelity International
Bermuda
$13.1M -$4.27M -48,700 -25%
NAM
37
NorthCoast Asset Management
Connecticut
$12.8M -$423K -4,812 -3%
BCIM
38
British Columbia Investment Management
British Columbia, Canada
$12.8M – – –
AIM
39
Artemis Investment Management
United Kingdom
$12.3M -$3.24M -36,863 -21%
RA
40
Royce & Associates
New York
$11.9M -$9.37M -106,831 -44%
Wells Fargo
41
Wells Fargo
California
$11.8M -$2.92M -33,303 -20%
SEI Investments
42
SEI Investments
Pennsylvania
$11.7M -$324K -3,690 -3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$10M -$3M -34,160 -23%
PPA
44
Parametric Portfolio Associates
Washington
$9.64M -$881K -10,040 -8%
HA
45
Heartland Advisors
Wisconsin
$9.6M +$5.21M +59,365 +119%
Legal & General Group
46
Legal & General Group
United Kingdom
$9.36M +$661K +7,531 +8%
FP
47
Foundry Partners
Minnesota
$8.81M -$420K -4,790 -5%
SI
48
Scout Investments
Missouri
$8.42M -$93.5K -1,066 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$8.39M -$1.3M -14,866 -13%
SGCIA
50
Smith Graham & Co Investment Advisors
Texas
$8.27M -$713K -8,126 -8%
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