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Advanced Energy
AEIS

Overview Fund Activity

288 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+30
Holders Change %
+11.63%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
59
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$53.4M
2
Invesco
2
Invesco
Georgia
$72.6M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$36.6M
4
BlackRock
4
BlackRock
New York
$552M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$68.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Franklin Resources
2
Franklin Resources
California
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$118M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$78M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$12.8M +$4.71M +48,573 +58%
Legal & General Group
52
Legal & General Group
United Kingdom
$12M -$679 -7 -0%
SGCIA
53
Smith Graham & Co Investment Advisors
Texas
$11.7M -$1.98M -20,369 -14%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$10.7M +$128K +1,317 +1%
Citigroup
55
Citigroup
New York
$10.2M +$8.07M +83,260 +388%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$9.48M -$3.31M -34,113 -26%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$9.31M +$954K +9,841 +11%
Prudential Financial
58
Prudential Financial
New Jersey
$8.92M +$4.46M +45,948 +100%
Swiss National Bank
59
Swiss National Bank
Switzerland
$8.41M – – –
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$8.3M +$242K +2,492 +3%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.21M -$19.4K -200 -0.2%
Axa
62
Axa
France
$7.99M +$5.1M +52,605 +176%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$7.91M -$145K -1,500 -2%
SI
64
Scout Investments
Missouri
$7.78M +$7.78M +80,209 New
LCG
65
Lisanti Capital Growth
New York
$7.16M +$7.16M +73,790 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$6.82M +$1.05M +9,206 +18%
EAM
67
Erste Asset Management
Austria
$6.48M +$2.56M +26,850 +65%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$6.28M -$941K -9,700 -13%
Renaissance Technologies
69
Renaissance Technologies
New York
$6.22M -$4.9M -50,500 -44%
AllianceBernstein
70
AllianceBernstein
Tennessee
$6.18M -$4.85K -50 -0.1%
HA
71
Homestead Advisers
Virginia
$5.97M -$107K -1,100 -2%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$5.88M +$4.13M +42,651 +237%
SBH
73
Segall Bryant & Hamill
Illinois
$5.72M -$2.65M -27,343 -32%
PFC
74
Phocas Financial Corp
California
$5.67M -$2.83M -29,237 -33%
Federated Hermes
75
Federated Hermes
Pennsylvania
$5.64M +$2.12M +21,895 +60%
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