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Advanced Energy
AEIS

271 hedge funds and large institutions have $3.33B invested in Advanced Energy in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

61% more call options, than puts

Call options by funds: $7.04M | Put options by funds: $4.38M

5% more funds holding

Funds holding: 258 → 271 (+13)

1.34% more ownership

Funds ownership: 96.01% → 97.35% (+1.3%)

3% more capital invested

Capital invested by funds: $3.23B → $3.33B (+$107M)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

Holders
271
Holders Change
+13
Holders Change %
+5.04%
% of All Funds
4.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
94
Reduced
101
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$42.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$27.3M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$11.6M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$7.28M
5
RA
Royce & Associates
New York
+$5.97M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43M
2
Ameriprise
Ameriprise
Minnesota
-$19.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$9.04M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.23M
5
EAM
Erste Asset Management
Austria
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$30.2M -$1.83M -20,527 -6%
Norges Bank
27
Norges Bank
Norway
$29.7M -$267K -3,000 -0.9%
N
28
Nuveen
North Carolina
$28.7M +$1.44M +16,139 +5%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$27.2M -$1.07M -12,001 -4%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$22.2M -$3.52M -39,602 -14%
PA
31
Pinnacle Associates
New York
$19.8M -$139K -1,558 -0.7%
RA
32
Royce & Associates
New York
$18.5M +$5.97M +67,100 +49%
Bank of America
33
Bank of America
North Carolina
$18.1M +$236K +2,649 +1%
Goldman Sachs
34
Goldman Sachs
New York
$18.1M -$450K -5,061 -2%
Morgan Stanley
35
Morgan Stanley
New York
$16.6M +$2.24M +25,159 +16%
ClearBridge Investments
36
ClearBridge Investments
New York
$15.1M -$472K -5,300 -3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$14.4M +$179K +2,012 +1%
FP
38
Foundry Partners
Minnesota
$13.1M +$3.85M +43,257 +43%
Wells Fargo
39
Wells Fargo
California
$12.8M +$619K +6,953 +5%
SEI Investments
40
SEI Investments
Pennsylvania
$12.5M +$299K +3,357 +3%
Fidelity International
41
Fidelity International
Bermuda
$11.9M -$1.6M -17,950 -12%
FWIA
42
Fort Washington Investment Advisors
Ohio
$11.9M +$11.6M +130,318 New
PPA
43
Parametric Portfolio Associates
Washington
$11.2M +$1.18M +13,247 +12%
AIM
44
Artemis Investment Management
United Kingdom
$11.2M -$1.55M -17,463 -12%
BCIM
45
British Columbia Investment Management
British Columbia, Canada
$11M -$2.17M -24,400 -17%
JP Morgan Chase
46
JP Morgan Chase
New York
$10.6M +$242K +2,725 +2%
HA
47
Heartland Advisors
Wisconsin
$10M +$72.1K +810 +0.7%
Legal & General Group
48
Legal & General Group
United Kingdom
$9.89M +$168K +1,891 +2%
Axa
49
Axa
France
$8.74M +$365K +4,105 +4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$8.55M -$150K -1,682 -2%
1
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AEIS Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2021, worth a combined $3.33B — up 3.3% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AEIS positions and 27 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $43M.

  • 271 institutional investors held Advanced Energy (AEIS) as of Q4 2021, up from 258 in Q3 2021.
  • Funds reported $3.33B of Advanced Energy stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 44 funds opened new Advanced Energy positions in Q4 2021 and 27 closed out, a net change of +17 holders.
  • The largest Advanced Energy buyer in Q4 2021 was Victory Capital Management, an estimated $42.9M added.
  • The largest Advanced Energy seller in Q4 2021 was Fidelity Investments, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2021.