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Advanced Energy
AEIS

Overview Fund Activity

257 hedge funds and large institutions have $3.23B invested in Advanced Energy in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 109 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-20
Holders Change %
-7.22%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
81
Reduced
109
Closed
40
Calls
$6.01M
Puts
$5M
Net Calls
+$1.01M
Net Calls Change
-$13.2M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$134M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$24.3M
3
Capital International Investors
3
Capital International Investors
California
$68.5M
4
State Street
4
State Street
Massachusetts
$164M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$71.2M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$1.11M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.39M
4
RI
4
Redwood Investments
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$491M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Profund Advisors
Maryland
$326K -$41.5K -473 -11%
FA
177
FDx Advisors
Illinois
$325K -$46.6K -532 -13%
SAM
178
Shell Asset Management
Netherlands
$321K -$14K -160 -4%
DCM
179
Dean Capital Management
Kansas
$320K -$341K -3,888 -52%
FLPIM
180
F.L. Putnam Investment Management
Massachusetts
$293K +$31.9K +364 +12%
MYIA
181
Mount Yale Investment Advisors
Colorado
$283K +$1.23K +14 +0.4%
Two Sigma Advisers
182
Two Sigma Advisers
New York
$281K +$96.6K +1,100 +52%
FTDI
183
First Trust Direct Indexing
Massachusetts
$268K +$4.12K +47 +2%
AIP
184
Ameritas Investment Partners
Nebraska
$259K -$12.3K -140 -5%
IFS
185
Ifrah Financial Services
Arkansas
$246K +$7.73K +88 +3%
FM
186
Freemont Management
Switzerland
$236K +$236K +2,688 New
PAMS
187
Pictet Asset Management (Switzerland)
Switzerland
$228K +$228K +2,600 New
II
188
Inspire Investing
Idaho
$226K -$110K -1,254 -33%
FCBT
189
First Citizens Bank & Trust
North Carolina
$226K -$6.64K -76 -3%
MML Investors Services
190
MML Investors Services
Massachusetts
$222K +$21.9K +249 +11%
HighTower Advisors
191
HighTower Advisors
Illinois
$216K -$3.77K -43 -2%
VIA
192
Vident Investment Advisory
Georgia
$216K +$216K +2,458 New
AIA
193
Angeles Investment Advisors
California
$213K +$213K +2,424 New
FIM
194
Freedom Investment Management
Connecticut
$208K -$518K -5,898 -71%
US Bancorp
195
US Bancorp
Minnesota
$207K -$96.1K -1,091 -32%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$207K +$165K +1,885 +394%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$204K -$384K -4,344 -65%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$203K +$6.77K +77 +3%
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
$170K -$1.05M -11,887 -86%
SPIA
200
Steward Partners Investment Advisory
New York
$164K +$15.1K +173 +10%
6 7
8
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