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Advanced Energy
AEIS

Overview Fund Activity

270 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, 100 reducing their positions, and 27 closing their positions.

Holders
270
Holders Change
+13
Holders Change %
+5.06%
% 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
100
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$183M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$30.6M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$11.9M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$32.6M
5
RA
5
Royce & Associates
New York
$18.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
EAM
5
Erste Asset Management
Austria
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$560K 6,149 – –
DCM
152
Dean Capital Management
Kansas
$558K 6,123 +2,476 +68%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$554K 6,082 -316 -5%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$539K 5,914 +5,914 New
GCP
155
GSA Capital Partners
United Kingdom
$531K 5,831 +5,831 New
SFI
156
Susquehanna Fundamental Investments
Pennsylvania
$518K 5,693 +5,693 New
Man Group
157
Man Group
United Kingdom
$498K 5,466 +212 +4%
LNB
158
Ledyard National Bank
$498K 5,473 +1,098 +25%
CAM
159
Cresset Asset Management
Illinois
$489K 5,378 +5,378 New
EVM
160
Eaton Vance Management
Massachusetts
$477K 5,245 +365 +7%
FCH
161
Freestone Capital Holdings
Washington
$471K 5,174 -84 -2%
MOACM
162
Mutual of America Capital Management
New York
$469K 5,147 +30 +0.6%
RR
163
Robotti Robert
$430K 4,725 – –
OQS
164
Occudo Quantitative Strategies
Florida
$423K 4,640 +426 +10%
CAN
165
Cetera Advisor Networks
California
$417K 4,579 -1,040 -19%
DTL
166
Dynamic Technology Lab
Singapore
$417K 4,574 +4,574 New
Voloridge Investment Management
167
Voloridge Investment Management
Florida
$406K 4,458 -29,813 -87%
Fuller & Thaler Asset Management
168
Fuller & Thaler Asset Management
California
$384K 4,219 -274 -6%
COI
169
Connable Office Inc
Michigan
$384K 4,214 +169 +4%
AQR Capital Management
170
AQR Capital Management
Connecticut
$383K 4,207 -11,979 -74%
CIM
171
CIM Investment Management
Pennsylvania
$370K 4,061 – –
FA
172
FDx Advisors
Illinois
$363K 3,990 +281 +8%
BC
173
Bridgefront Capital
Texas
$363K 3,983 +3,983 New
IIC
174
Integrated Investment Consultants
Michigan
$361K 3,961 -5 -0.1%
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$350K 3,841 – –
5 6
7
8 9