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Advanced Energy
AEIS

Overview Fund Activity

277 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-21
Holders Change %
-7.05%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
110
Reduced
97
Closed
53
Calls
$20.1M
Puts
$5.91M
Net Calls
+$14.2M
Net Calls Change
+$2.97M

Top Buyers

1
State Street
State Street
Massachusetts
$195M
2
Capital International Investors
Capital International Investors
California
$61.5M
3
Ameriprise
Ameriprise
Minnesota
$355M
4
SCM
Snyder Capital Management
California
$39.6M
5
EARNEST Partners
EARNEST Partners
Georgia
$170M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
Invesco
Invesco
Georgia
$57.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$92.5M
4
ICOM
Investment Counselors of Maryland
Maryland
$3.18M
5
BlackRock
BlackRock
New York
$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Burney Company
Virginia
$468K -$8.45K -75 -2%
CIM
177
CIM Investment Management
Pennsylvania
$458K +$162K +1,432 +54%
COI
178
Connable Office Inc
Michigan
$446K +$30.2K +268 +7%
IIC
179
Integrated Investment Consultants
Michigan
$442K +$117K +1,040 +36%
II
180
Inspire Investing
Idaho
$431K +$13.1K +116 +3%
SAM
181
Shell Asset Management
Netherlands
$431K +$431K +3,823 New
BRWA
182
B. Riley Wealth Advisors
Florida
$419K +$152K +1,344 +57%
GCP
183
GSA Capital Partners
United Kingdom
$414K +$414K +3,673 New
US Bancorp
184
US Bancorp
Minnesota
$387K +$101K +902 +36%
DCM
185
Dupont Capital Management
Delaware
$383K – – –
MYIA
186
Mount Yale Investment Advisors
Colorado
$361K -$7.66K -68 -2%
KeyBank National Association
187
KeyBank National Association
Ohio
$356K -$282K -2,500 -44%
AA
188
ALPS Advisors
Colorado
$356K – – –
AIP
189
Ameritas Investment Partners
Nebraska
$348K – – –
FTDI
190
First Trust Direct Indexing
Massachusetts
$339K +$339K +3,011 New
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$335K – – –
CAN
192
Cetera Advisor Networks
California
$320K +$320K +2,835 New
PI
193
PEAK6 Investments
Illinois
$312K +$125K +1,111 +67%
IFS
194
Ifrah Financial Services
Arkansas
$306K -$3.84K -34 -1%
FCBT
195
First Citizens Bank & Trust
North Carolina
$300K +$14.5K +129 +5%
PAMU
196
Pictet Asset Management (UK)
United Kingdom
$293K -$33.8K -300 -10%
HighTower Advisors
197
HighTower Advisors
Illinois
$282K +$46.3K +412 +20%
PCM
198
Prelude Capital Management
New York
$264K +$31.3K +278 +13%
MML Investors Services
199
MML Investors Services
Massachusetts
$257K +$49.5K +439 +24%
LCM
200
Legato Capital Management
California
$256K +$256K +2,267 New
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