AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

270 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, 100 reducing their positions, and 27 closing their positions.

Holders
270
Holders Change
+13
Holders Change %
+5.06%
% 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
100
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$183M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$30.6M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$11.9M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$32.6M
5
RA
5
Royce & Associates
New York
$18.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
EAM
5
Erste Asset Management
Austria
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
76
Phocas Financial Corp
California
$3.3M 36,207 -834 -2%
OA
77
Oak Associates
Ohio
$3.26M 35,802 +5,232 +17%
Federated Hermes
78
Federated Hermes
Pennsylvania
$3.25M 35,640 -1,125 -3%
YCM
79
Yousif Capital Management
Michigan
$3.17M 34,753 +34,753 New
OAM
80
Oppenheimer Asset Management
New York
$3.15M 34,627 +1,896 +6%
Canada Life
81
Canada Life
Manitoba, Canada
$2.97M 32,692 -377 -1%
Holocene Advisors
82
Holocene Advisors
New York
$2.91M 31,985 +13,324 +71%
Citigroup
83
Citigroup
New York
$2.86M 31,425 +8,801 +39%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$2.86M 31,350 -306 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.77M 30,435 +30,435 New
CS
86
Credit Suisse
Switzerland
$2.76M 30,281 -951 -3%
Comerica Bank
87
Comerica Bank
Texas
$2.73M 32,398 -2,458 -7%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$2.7M 29,606 -481 -2%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.59M 28,471 -624 -2%
CI
90
Cambiar Investors
Colorado
$2.54M 27,868 -2,165 -7%
RJA
91
Raymond James & Associates
Florida
$2.49M 27,344 -12,218 -31%
TPSF
92
Texas Permanent School Fund
Texas
$2.48M 27,278 -1,108 -4%
PI
93
PEAK6 Investments
Illinois
$2.47M 27,096 +26,226 +3,014%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$2.43M 26,672 -1,275 -5%
AIG
95
American International Group
New York
$2.09M 22,940 -1,202 -5%
LPL Financial
96
LPL Financial
California
$2M 21,984 -240 -1%
SCM
97
Shelton Capital Management
Colorado
$1.96M 21,477 – –
HF
98
HRT Financial
New York
$1.95M 21,422 +12,713 +146%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1.87M 20,555 – –
DIA
100
Dean Investment Associates
Ohio
$1.85M 20,321 -607 -3%
2 3
4
5 6