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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 %
SPIA
201
Steward Partners Investment Advisory
New York
$179K 1,968 +94 +5%
US Bancorp
202
US Bancorp
Minnesota
$128K 1,408 -941 -40%
Lazard Asset Management
203
Lazard Asset Management
New York
$128K 1,415 +1,390 +5,560%
GFPC
204
Global Financial Private Client
Florida
$122K 1,344 +248 +23%
FBT
205
First Bank & Trust
South Dakota
$120K 1,316 -38 -3%
PHK
206
Point72 Hong Kong
Hong Kong
$105K 1,153 +1,153 New
Macquarie Group
207
Macquarie Group
Australia
$98K 1,074 -232 -18%
GC
208
Globeflex Capital
California
$97K 1,064 – –
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$92K 1,010 +58 +6%
Credit Agricole
210
Credit Agricole
France
$92K 1,010 +243 +32%
SO
211
STRS Ohio
Ohio
$91K 1,000 -3,600 -78%
SOW
212
State of Wyoming
Wyoming
$89K 973 +23 +2%
KBC Group
213
KBC Group
Belgium
$87K 957 -13,505 -93%
SWA
214
Sutton Wealth Advisors
Florida
$82.3K 904 +10 +1%
Russell Investments Group
215
Russell Investments Group
United Kingdom
$69K 761 -7,943 -91%
EBA
216
Eagle Bay Advisors
New York
$69K 765 +68 +10%
QCG
217
Quadrant Capital Group
Ohio
$48K 529 +108 +26%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$46K 508 +68 +15%
PI
219
PineBridge Investments
New York
$46K 500 +500 New
AIC
220
Archer Investment Corporation
Indiana
$42.8K 470 – –
IFAM
221
Institutional & Family Asset Management
Colorado
$41K 447 -470 -51%
EDRH
222
Edmond de Rothschild Holding
Switzerland
$39K 431 +431 New
C
223
Covestor
United Kingdom
$38K 418 +418 New
DFCM
224
Dark Forest Capital Management
Puerto Rico
$30K 325 +325 New
SFM
225
Signet Financial Management
New Jersey
$30K 331 +331 New
7 8
9
10 11