AEIS icon

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 %
PPA
51
Parametric Portfolio Associates
Washington
$12.5M 114,561 -26,856 -19%
Fidelity International
52
Fidelity International
Bermuda
$12.4M 113,144 -18,612 -14%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$12.2M 111,493 +961 +0.9%
FP
54
Foundry Partners
Minnesota
$11.8M 108,376 -67,837 -38%
NAM
55
NorthCoast Asset Management
Connecticut
$11.2M 103,039 +100,782 +4,465%
EAM
56
Erste Asset Management
Austria
$11M 103,740 +35,740 +53%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$9.96M 91,246 -4,797 -5%
SI
58
Scout Investments
Missouri
$9.7M 88,829 +8,620 +11%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.55M 87,500 +800 +0.9%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.56M 78,373 -6,290 -7%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$8.47M 77,588 -4,014 -5%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$7.1M 65,050 +300 +0.5%
AllianceBernstein
63
AllianceBernstein
Tennessee
$6.85M 62,715 -974 -2%
Axa
64
Axa
France
$6.76M 61,902 -20,523 -25%
HA
65
Homestead Advisers
Virginia
$6.72M 61,562 – –
Russell Investments Group
66
Russell Investments Group
United Kingdom
$6.6M 60,608 -69 -0.1%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$6.58M 55,470 -4,403 -7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$6.26M 57,297 -156 -0.3%
Federated Hermes
69
Federated Hermes
Pennsylvania
$6.19M 56,725 -1,415 -2%
PFC
70
Phocas Financial Corp
California
$6.16M 56,416 -2,089 -4%
Calamos Advisors
71
Calamos Advisors
Illinois
$5.81M 53,191 -3,666 -6%
Barclays
72
Barclays
United Kingdom
$5.76M 52,750 +6,320 +14%
UBS AM
73
UBS AM
Illinois
$5.54M 50,705 -1,302 -3%
Citadel Advisors
74
Citadel Advisors
Florida
$4.99M 45,718 +38,501 +533%
Renaissance Technologies
75
Renaissance Technologies
New York
$4.98M 45,622 -18,500 -29%
1 2
3
4 5