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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
PFC
76
Phocas Financial Corp
California
$3.3M -$74.2K -834 -2%
OA
77
Oak Associates
Ohio
$3.26M +$465K +5,232 +17%
Federated Hermes
78
Federated Hermes
Pennsylvania
$3.25M -$100K -1,125 -3%
YCM
79
Yousif Capital Management
Michigan
$3.17M +$3.09M +34,753 New
OAM
80
Oppenheimer Asset Management
New York
$3.15M +$169K +1,896 +6%
Canada Life
81
Canada Life
Manitoba, Canada
$2.97M -$33.5K -377 -1%
Holocene Advisors
82
Holocene Advisors
New York
$2.91M +$1.19M +13,324 +71%
Citigroup
83
Citigroup
New York
$2.86M +$783K +8,801 +39%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$2.85M -$27.2K -306 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.77M +$2.71M +30,435 New
CS
86
Credit Suisse
Switzerland
$2.76M -$84.6K -951 -3%
Comerica Bank
87
Comerica Bank
Texas
$2.73M -$219K -2,458 -7%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$2.7M -$42.8K -481 -2%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.59M -$55.5K -624 -2%
CI
90
Cambiar Investors
Colorado
$2.54M -$193K -2,165 -7%
RJA
91
Raymond James & Associates
Florida
$2.49M -$1.09M -12,218 -31%
TPSF
92
Texas Permanent School Fund
Texas
$2.48M -$98.6K -1,108 -4%
PI
93
PEAK6 Investments
Illinois
$2.47M +$2.33M +26,226 +3,014%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$2.43M -$113K -1,275 -5%
AIG
95
American International Group
New York
$2.09M -$107K -1,202 -5%
LPL Financial
96
LPL Financial
California
$2M -$21.4K -240 -1%
SCM
97
Shelton Capital Management
Colorado
$1.96M – – –
HF
98
HRT Financial
New York
$1.95M +$1.13M +12,713 +146%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1.87M – – –
DIA
100
Dean Investment Associates
Ohio
$1.85M -$54K -607 -3%
2 3
4
5 6

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.