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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 %
SGCIA
51
Smith Graham & Co Investment Advisors
Texas
$11.5M -$1.46M -12,993 -11%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$11.3M -$3.72M -32,967 -25%
Legal & General Group
53
Legal & General Group
United Kingdom
$11.2M -$2.79M -24,766 -20%
SI
54
Scout Investments
Missouri
$10.9M +$917K +8,132 +9%
Prudential Financial
55
Prudential Financial
New Jersey
$10.7M -$2.87M -25,469 -21%
EAM
56
Erste Asset Management
Austria
$10.1M -$1.71M -15,080 -15%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$9.86M -$427K -3,792 -4%
Swiss National Bank
58
Swiss National Bank
Switzerland
$9.51M -$349K -3,100 -4%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.85M +$14.7K +130 +0.2%
Axa
60
Axa
France
$8.34M +$1.36M +12,071 +20%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$8.07M -$676K -6,000 -8%
Arrowstreet Capital
62
Arrowstreet Capital
Massachusetts
$7.35M -$11.7M -103,933 -61%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$7.33M – – –
IECM
64
Intrinsic Edge Capital Management
Illinois
$7.23M +$3.38M +30,000 +88%
AllianceBernstein
65
AllianceBernstein
Tennessee
$7.02M -$44.6K -396 -0.6%
HA
66
Homestead Advisers
Virginia
$6.97M +$26.1K +232 +0.4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$6.53M +$221K +1,944 +4%
UBS Group
68
UBS Group
Switzerland
$6.14M +$2.13M +18,940 +53%
PFC
69
Phocas Financial Corp
California
$6.08M -$278K -2,463 -4%
MPM
70
Meritage Portfolio Management
Kansas
$6.01M +$2.35M +20,806 +64%
RJA
71
Raymond James & Associates
Florida
$5.98M +$1.24M +11,005 +26%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$5.98M -$480K -4,258 -7%
UBS AM
73
UBS AM
Illinois
$5.8M +$87.9K +780 +2%
HA
74
Heartland Advisors
Wisconsin
$5.64M +$5.64M +50,000 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$5.62M +$1.16M +10,322 +26%
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