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Advanced Energy
AEIS

Overview Fund Activity

298 hedge funds and large institutions have $4.02B invested in Advanced Energy in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
85
Reduced
123
Closed
34
Calls
$18M
Puts
$6.73M
Net Calls
+$11.2M
Net Calls Change
+$11M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$252M
2
BlackRock
2
BlackRock
New York
$641M
3
Goldman Sachs
3
Goldman Sachs
New York
$32.7M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$32.5M
5
BCIM
5
British Columbia Investment Management
British Columbia, Canada
$14.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$33.2M
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$44.6M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$25.7M
4
FA
4
Friess Associates
Delaware
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$338K +$338K +3,096 New
AIP
202
Ameritas Investment Partners
Nebraska
$337K -$16K -147 -5%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$325K +$325K +2,975 New
GAM
204
Gotham Asset Management
New York
$324K +$81.5K +748 +34%
PAMU
205
Pictet Asset Management (UK)
United Kingdom
$317K -$43.7K -400 -12%
IIC
206
Integrated Investment Consultants
Michigan
$315K +$16.4K +150 +5%
CANY
207
Caxton Associates (New York)
New York
$315K +$315K +2,881 New
PFC
208
Poplar Forest Capital
California
$313K – – –
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$311K -$438K -4,003 -58%
LIA
210
LS Investment Advisors
Michigan
$311K -$13.1K -120 -4%
IFS
211
Ifrah Financial Services
Arkansas
$300K -$20.2K -185 -6%
CIM
212
CIM Investment Management
Pennsylvania
$287K -$17K -156 -6%
FCBT
213
First Citizens Bank & Trust
North Carolina
$277K -$7.22K -66 -3%
US Bancorp
214
US Bancorp
Minnesota
$277K +$3.38K +31 +1%
OAM
215
Oberweis Asset Management
Illinois
$273K +$273K +2,500 New
WCM
216
Weld Capital Management
New York
$270K +$270K +2,472 New
V
217
Veritable
Delaware
$269K -$50.9K -467 -16%
XT
218
XTX Topco
Cayman Islands
$264K +$264K +2,417 New
BRWA
219
B. Riley Wealth Advisors
Florida
$259K +$259K +2,371 New
VPIM
220
Vanguard Personalized Indexing Management
California
$249K -$29.4K -269 -11%
Lazard Asset Management
221
Lazard Asset Management
New York
$243K -$250K -2,295 -51%
LFAS
222
Level Four Advisory Services
Texas
$242K +$242K +2,216 New
DJYG
223
David J. Yvars Group
Florida
$241K – – –
Truist Financial
224
Truist Financial
North Carolina
$240K -$21.4K -196 -8%
CSS
225
Cubist Systematic Strategies
Connecticut
$237K -$1.41M -12,946 -86%
7 8
9
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