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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 %
SAM
176
Shell Asset Management
Netherlands
$334K 3,673 +10 +0.3%
FLPIM
177
F.L. Putnam Investment Management
Massachusetts
$321K 3,524 +185 +6%
PA
178
Profund Advisors
Maryland
$316K 3,473 -245 -7%
CGH
179
Crossmark Global Holdings
Texas
$315K 3,460 -3,960 -53%
VIA
180
Vident Investment Advisory
Georgia
$312K 3,426 +968 +39%
BCI
181
Brinker Capital Investments
Pennsylvania
$305K 3,349 -8,264 -71%
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
$289K 3,169 -13,571 -81%
XT
183
XTX Topco
Cayman Islands
$287K 3,150 +3,150 New
HighTower Advisors
184
HighTower Advisors
Illinois
$281K 3,086 +619 +25%
FTDI
185
First Trust Direct Indexing
Massachusetts
$278K 3,049 -9 -0.3%
AIP
186
Ameritas Investment Partners
Nebraska
$269K 2,950 – –
IFS
187
Ifrah Financial Services
Arkansas
$257K 2,820 +21 +0.8%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$251K 2,750 +387 +16%
TRCT
189
Tower Research Capital (TRC)
New York
$247K 2,716 +1,698 +167%
II
190
Inspire Investing
Idaho
$246K 2,698 +124 +5%
FM
191
Freemont Management
Switzerland
$245K 2,688 – –
PAMS
192
Pictet Asset Management (Switzerland)
Switzerland
$237K 2,600 – –
Truist Financial
193
Truist Financial
North Carolina
$224K 2,464 +2,464 New
FCBT
194
First Citizens Bank & Trust
North Carolina
$219K 2,401 -185 -7%
V
195
Veritable
Delaware
$219K 2,403 +2,403 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$216K 2,371 +61 +3%
FIM
197
Freedom Investment Management
Connecticut
$207K 2,278 -91 -4%
DT
198
Diversified Trust
Tennessee
$207K 2,272 +2,272 New
ACM
199
AlphaCrest Capital Management
New York
$202K 2,213 +2,213 New
DJYG
200
David J. Yvars Group
Florida
$201K 2,205 +2,205 New
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8
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