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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$252M
2
BlackRock
BlackRock
New York
$641M
3
Goldman Sachs
Goldman Sachs
New York
$32.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$32.5M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
$14.8M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.2M
2
HJGA
Hardman Johnston Global Advisors
Connecticut
$44.6M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25.7M
4
FA
Friess Associates
Delaware
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
126
Teton Advisors
New York
$1.37M -$1.43M -13,100 -51%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$1.27M +$51.5K +472 +4%
GC
128
Globeflex Capital
California
$1.27M – – –
RG
129
Renaissance Group
Kentucky
$1.23M -$185K -1,695 -13%
ProShare Advisors
130
ProShare Advisors
Maryland
$1.23M +$233K +2,133 +23%
ASRS
131
Arizona State Retirement System
Arizona
$1.22M +$2.73K +25 +0.2%
DA
132
Duality Advisers
Florida
$1.21M +$1.21M +11,080 New
SSWM
133
Sheets Smith Wealth Management
North Carolina
$1.21M – – –
BCI
134
Brinker Capital Investments
Pennsylvania
$1.2M -$1.17M -10,679 -49%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M +$98.3K +900 +9%
GAA
136
Green Alpha Advisors
Colorado
$1.18M +$360K +3,294 +44%
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$1.18M +$1.18M +10,765 New
Squarepoint
138
Squarepoint
New York
$1.12M -$864K -7,915 -44%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$1.1M -$43.2K -396 -4%
DA
140
DCM Advisors
New York
$1.09M +$433K +3,963 +66%
TCA
141
Transcend Capital Advisors
New Jersey
$1.08M – – –
BUB
142
BBVA USA Bancshares
Texas
$1.04M -$45.5K -417 -4%
VRS
143
Virginia Retirement Systems
Virginia
$1M +$720K +6,600 +254%
PAM
144
Panagora Asset Management
Massachusetts
$1M +$531K +4,866 +113%
FIM
145
Freedom Investment Management
Connecticut
$982K +$53.6K +491 +6%
Jane Street
146
Jane Street
New York
$971K +$362K +3,310 +59%
Osaic Holdings
147
Osaic Holdings
Arizona
$950K +$174K +1,591 +22%
OAM
148
Origin Asset Management
United Kingdom
$923K -$87.3K -800 -9%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$868K -$35K -321 -4%
WAM
150
Wakefield Asset Management
Colorado
$832K -$38.4K -352 -4%
4 5
6
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