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Advanced Energy
AEIS

Overview Fund Activity

288 hedge funds and large institutions have $3.64B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+30
Holders Change %
+11.63%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
59
Increased
89
Reduced
102
Closed
28
Calls
$5.42M
Puts
$5.15M
Net Calls
+$274K
Net Calls Change
+$3.6M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.4M
2
Invesco
Invesco
Georgia
$72.6M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.6M
4
BlackRock
BlackRock
New York
$552M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$258M
2
Franklin Resources
Franklin Resources
California
$0
3
Victory Capital Management
Victory Capital Management
Texas
$118M
4
ACB
Aristotle Capital Boston
Massachusetts
$78M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
201
Pictet Asset Management (UK)
United Kingdom
$320K – – –
AIP
202
Ameritas Investment Partners
Nebraska
$314K – – –
B
203
Bailard
California
$301K +$301K +3,100 New
TRCT
204
Tower Research Capital (TRC)
New York
$297K -$2.61M -26,841 -90%
LIA
205
LS Investment Advisors
Michigan
$288K +$288K +2,969 New
V
206
Veritable
Delaware
$285K +$285K +2,934 New
CCIA
207
Campbell & Co Investment Adviser
Maryland
$284K -$495K -5,100 -64%
IFS
208
Ifrah Financial Services
Arkansas
$284K +$284K +2,930 New
Wolverine Trading
209
Wolverine Trading
Illinois
$278K +$278K +2,859 New
PFC
210
Poplar Forest Capital
California
$278K +$278K +2,863 New
HighTower Advisors
211
HighTower Advisors
Illinois
$277K +$277K +2,878 New
CIM
212
CIM Investment Management
Pennsylvania
$270K +$270K +2,785 New
ED
213
Exane Derivatives
France
$266K +$133K +1,368 +100%
IIC
214
Integrated Investment Consultants
Michigan
$265K +$265K +2,734 New
FCBT
215
First Citizens Bank & Trust
North Carolina
$252K -$142K -1,465 -36%
VRS
216
Virginia Retirement Systems
Virginia
$252K +$252K +2,600 New
VPIM
217
Vanguard Personalized Indexing Management
California
$247K +$247K +2,547 New
ACI
218
AMP Capital Investors
Australia
$246K -$744K -7,662 -75%
US Bancorp
219
US Bancorp
Minnesota
$243K +$98.1K +1,012 +68%
LGA
220
Lebenthal Global Advisors
New York
$235K +$235K +2,427 New
QIM
221
Quantitative Investment Management
Virginia
$235K +$235K +2,432 New
Truist Financial
222
Truist Financial
North Carolina
$233K +$233K +2,398 New
GH
223
GAM Holding
Switzerland
$221K -$99.7K -1,025 -31%
NAM
224
NorthCoast Asset Management
Connecticut
$219K -$166K -1,709 -43%
GAM
225
Gotham Asset Management
New York
$216K +$216K +2,224 New
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