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Advanced Energy
AEIS

Overview Fund Activity

288 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+30
Holders Change %
+11.63%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
59
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.4M
2
Invesco
Invesco
Georgia
$72.6M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.6M
4
BlackRock
BlackRock
New York
$552M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$258M
2
Franklin Resources
Franklin Resources
California
$0
3
Victory Capital Management
Victory Capital Management
Texas
$118M
4
ACB
Aristotle Capital Boston
Massachusetts
$78M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
151
Quadrature Capital
United Kingdom
$786K +$786K +8,091 New
DTL
152
Dynamic Technology Lab
Singapore
$784K +$142K +1,463 +22%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$774K -$132K -1,362 -15%
WAM
154
Wakefield Asset Management
Colorado
$773K +$970 +10 +0.1%
GAA
155
Green Alpha Advisors
Colorado
$726K +$726K +7,487 New
SFI
156
Susquehanna Fundamental Investments
Pennsylvania
$723K +$723K +7,453 New
CGH
157
Crossmark Global Holdings
Texas
$712K +$126K +1,300 +22%
Citadel Advisors
158
Citadel Advisors
Florida
$699K -$3.47M -35,810 -83%
Osaic Holdings
159
Osaic Holdings
Arizona
$689K +$67.7K +698 +11%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$682K – – –
ADIM
161
Alpha DNA Investment Management
Maryland
$676K +$676K +6,979 New
SF
162
Synovus Financial
Georgia
$669K -$347K -3,543 -34%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$664K +$576K +5,943 +657%
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$630K +$630K +6,500 New
FCH
165
Freestone Capital Holdings
Washington
$618K -$88.9K -917 -13%
AWM
166
AE Wealth Management
Kansas
$618K -$280K -2,883 -31%
KeyBank National Association
167
KeyBank National Association
Ohio
$615K -$269K -2,780 -30%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$612K +$97K +995 +19%
ECM
169
Everence Capital Management
Indiana
$610K – – –
AB
170
Amalgamated Bank
New York
$608K +$5.33K +55 +0.9%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$596K -$57K -588 -9%
DA
172
DCM Advisors
New York
$582K +$582K +6,000 New
SG Americas Securities
173
SG Americas Securities
New York
$575K +$147K +1,512 +34%
Jane Street
174
Jane Street
New York
$541K -$560K -5,768 -51%
GCP
175
GSA Capital Partners
United Kingdom
$540K -$545K -5,621 -50%
5 6
7
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