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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 %
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$8.23M +$2.51M +28,605 +44%
Axa
52
Axa
France
$8.06M +$1.57M +17,882 +24%
EAM
53
Erste Asset Management
Austria
$8M – – –
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$7.78M +$103K +1,173 +1%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.45M +$43.9K +500 +0.6%
Deutsche Bank
56
Deutsche Bank
Germany
$7.26M -$5.68M -64,721 -44%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.8M -$84.2K -960 -1%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$6.39M -$24.3M -276,622 -79%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$6.31M +$26.3K +300 +0.4%
Renaissance Technologies
60
Renaissance Technologies
New York
$6.14M +$3.17M +36,100 +107%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$5.71M – – –
HA
62
Homestead Advisers
Virginia
$5.58M +$156K +1,774 +3%
Prudential Financial
63
Prudential Financial
New Jersey
$5.5M -$2.78M -31,990 -34%
GC
64
Guggenheim Capital
Illinois
$5.5M +$4.82M +54,918 +710%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$5.48M +$280K +3,093 +5%
AllianceBernstein
66
AllianceBernstein
Tennessee
$5.31M -$158K -1,798 -3%
SG Americas Securities
67
SG Americas Securities
New York
$4.73M +$3.99M +45,443 +538%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.59M -$61.1K -696 -1%
NIM
69
Needham Investment Management
New York
$4.39M +$4.39M +50,000 New
UBS AM
70
UBS AM
Illinois
$4.3M -$222K -2,529 -5%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$3.96M -$412K -4,700 -9%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$3.78M +$2.18M +24,869 +137%
MIP
73
Mondrian Investment Partners
United Kingdom
$3.73M +$1.05M +11,935 +39%
UBS Group
74
UBS Group
Switzerland
$3.54M -$1.25M -14,194 -26%
RJA
75
Raymond James & Associates
Florida
$3.47M -$1.19M -13,517 -25%
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