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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 %
CGH
151
Crossmark Global Holdings
Texas
$825K +$24K +220 +3%
Man Group
152
Man Group
United Kingdom
$781K -$3.38M -31,010 -81%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$768K – – –
ECM
154
Everence Capital Management
Indiana
$687K – – –
PFO
155
Pathstone Family Office
New Jersey
$687K +$687K +6,296 New
SFI
156
Susquehanna Fundamental Investments
Pennsylvania
$674K -$140K -1,280 -17%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$671K – – –
SG Americas Securities
158
SG Americas Securities
New York
$666K +$19.2K +176 +3%
Nomura Holdings
159
Nomura Holdings
Japan
$656K +$656K +6,001 New
Citigroup
160
Citigroup
New York
$650K -$10.8M -98,784 -94%
AB
161
Amalgamated Bank
New York
$626K -$58.1K -533 -8%
KeyBank National Association
162
KeyBank National Association
Ohio
$617K -$75.3K -690 -11%
Two Sigma Advisers
163
Two Sigma Advisers
New York
$611K -$513K -4,700 -46%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$609K -$263K -2,410 -30%
PPCM
165
Pillar Pacific Capital Management
California
$600K -$458K -4,200 -43%
E
166
Ergoteles
New York
$600K +$600K +5,500 New
TRCT
167
Tower Research Capital (TRC)
New York
$589K +$255K +2,330 +76%
FCH
168
Freestone Capital Holdings
Washington
$586K -$110K -1,005 -16%
SM
169
Sciencast Management
New Jersey
$586K +$586K +5,000 New
TCM
170
Teza Capital Management
Illinois
$566K +$566K +5,188 New
MOACM
171
Mutual of America Capital Management
New York
$558K +$37.3K +342 +7%
GC
172
Guggenheim Capital
Illinois
$544K -$425K -3,896 -44%
Fuller & Thaler Asset Management
173
Fuller & Thaler Asset Management
California
$522K -$56.8K -520 -10%
SF
174
Synovus Financial
Georgia
$520K -$239K -2,151 -31%
RR
175
Robotti Robert
$516K – – –
5 6
7
8 9