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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 %
SCM
101
Shelton Capital Management
Colorado
$1.89M – – –
DA
102
Duality Advisers
Florida
$1.85M +$995K +11,334 +116%
DIA
103
Dean Investment Associates
Ohio
$1.84M -$580K -6,608 -24%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$1.81M -$114K -1,299 -6%
AB
105
Amalgamated Bank
New York
$1.77M -$48.6K -554 -3%
SLG
106
Stanley-Laman Group
Pennsylvania
$1.69M +$141K +1,602 +9%
Holocene Advisors
107
Holocene Advisors
New York
$1.64M +$1.64M +18,661 New
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$1.62M +$105K +1,200 +7%
VRS
109
Virginia Retirement Systems
Virginia
$1.61M -$404K -4,600 -20%
GAA
110
Green Alpha Advisors
Colorado
$1.49M +$161K +1,838 +12%
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$1.47M +$482K +5,498 +49%
AQR Capital Management
112
AQR Capital Management
Connecticut
$1.42M -$253K -2,885 -15%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$1.37M +$1.37M +15,099 New
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.36M -$8.77K -100 -0.6%
BCI
115
Brinker Capital Investments
Pennsylvania
$1.31M – – –
Vontobel Holding
116
Vontobel Holding
Switzerland
$1.29M +$258K +2,936 +25%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$1.28M +$2.63K +30 +0.2%
KBC Group
118
KBC Group
Belgium
$1.27M -$1.64M -18,646 -56%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$1.24M +$592K +6,750 +91%
MIM
120
MetLife Investment Management
New Jersey
$1.21M – – –
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$1.18M +$1.18M +13,448 New
RJFSA
122
Raymond James Financial Services Advisors
Florida
$1.14M +$117K +1,338 +11%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$1.12M -$14.5K -165 -1%
Lord, Abbett & Co
124
Lord, Abbett & Co
New Jersey
$1.11M -$26.3M -299,357 -96%
TA
125
Teton Advisors
New York
$1.1M – – –
3 4
5
6 7