We are live on ! Find out more
AEIS icon

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
AB
101
Amalgamated Bank
New York
$1.78M -$58.3K -655 -3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.68M -$3.77M -42,404 -70%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.66M -$26.7K -300 -2%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$1.63M +$1.59M +17,866 New
GAA
105
Green Alpha Advisors
Colorado
$1.6M +$58.9K +662 +4%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$1.58M -$1.8M -20,278 -54%
SG Americas Securities
107
SG Americas Securities
New York
$1.43M -$3.4M -38,225 -71%
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$1.37M -$7.21K -81 -0.5%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$62.3K -700 -5%
TA
110
Teton Advisors
New York
$1.3M +$160K +1,800 +14%
Vontobel Holding
111
Vontobel Holding
Switzerland
$1.29M -$45.4K -510 -3%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.29M -$38.2K -429 -3%
NIPH
113
NN Investment Partners Holdings
Netherlands
$1.28M +$179K +2,016 +17%
MIM
114
MetLife Investment Management
New Jersey
$1.18M -$81.8K -919 -7%
DA
115
Duality Advisers
Florida
$1.15M -$747K -8,399 -40%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$1.15M – – –
M&T Bank
117
M&T Bank
New York
$1.14M +$5.78K +65 +0.5%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$1.13M -$54.7K -615 -5%
First Eagle Investment Management
119
First Eagle Investment Management
New York
$1.1M +$569K +6,400 +112%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$1.1M -$1.49M -16,700 -58%
Millennium Management
121
Millennium Management
New York
$1.08M -$1.79M -20,147 -63%
Citadel Advisors
122
Citadel Advisors
Florida
$1.05M -$1.16M -12,991 -53%
DCM
123
Dupont Capital Management
Delaware
$1.04M +$1.02M +11,445 New
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$1.03M -$193K -2,165 -16%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$1.01M +$2.05K +23 +0.2%
3 4
5
6 7

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.