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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 %
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$2.73M 24,983 +24,983 New
MSL
102
Mackay Shields LLC
New York
$2.72M 24,899 -21,676 -47%
NIP
103
Nicholas Investment Partners
California
$2.65M 24,259 +24,259 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.4M 21,940 +2,600 +13%
SCM
105
Shelton Capital Management
Colorado
$2.36M 21,577 – –
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$2.3M 21,061 -3,924 -16%
LPL Financial
107
LPL Financial
California
$2.23M 20,440 -460 -2%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$2.07M 18,946 -28,558 -60%
CCMG
109
Clark Capital Management Group
Pennsylvania
$2.07M 18,925 -6,056 -24%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2M 18,307 -10,076 -36%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$1.97M 18,063 -8,065 -31%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$1.9M 17,400 -200 -1%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$1.86M 17,065 +8,941 +110%
TPCM
114
Three Peaks Capital Management
Colorado
$1.84M 16,870 +16,870 New
AQR Capital Management
115
AQR Capital Management
Connecticut
$1.82M 16,664 +638 +4%
HIS
116
Horizon Investment Services
Indiana
$1.79M 16,378 +8,076 +97%
DTL
117
Dynamic Technology Lab
Singapore
$1.74M 15,892 +7,805 +97%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.72M 15,731 +300 +2%
SLG
119
Stanley-Laman Group
Pennsylvania
$1.71M 15,659 +15,659 New
Stifel Financial
120
Stifel Financial
Missouri
$1.66M 15,225 +794 +6%
MIM
121
MetLife Investment Management
New Jersey
$1.51M 13,824 -1,118 -7%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$1.49M 13,675 -14,521 -52%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$1.48M 13,541 -50 -0.4%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$1.44M 13,195 +147 +1%
CAM
125
ClariVest Asset Management
California
$1.39M 12,758 -692 -5%
3 4
5
6 7