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Advanced Energy
AEIS

271 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, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

61% more call options, than puts

Call options by funds: $7.04M | Put options by funds: $4.38M

5% more funds holding

Funds holding: 258 → 271 (+13)

1.34% more ownership

Funds ownership: 96.01% → 97.35% (+1.3%)

3% more capital invested

Capital invested by funds: $3.23B → $3.33B (+$107M)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

Holders
271
Holders Change
+13
Holders Change %
+5.04%
% 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
101
Closed
27
Calls
$7.04M
Puts
$4.38M
Net Calls
+$2.66M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$42.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$27.3M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$11.6M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$7.28M
5
RA
Royce & Associates
New York
+$5.97M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43M
2
Ameriprise
Ameriprise
Minnesota
-$19.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$9.04M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.23M
5
EAM
Erste Asset Management
Austria
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$511M +$826K +9,289 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M -$9.04M -101,560 -2%
Ameriprise
3
Ameriprise
Minnesota
$275M -$19.7M -221,821 -7%
Victory Capital Management
4
Victory Capital Management
Texas
$183M +$42.9M +481,861 +32%
State Street
5
State Street
Massachusetts
$168M -$1.5M -16,832 -0.9%
EARNEST Partners
6
EARNEST Partners
Georgia
$138M +$2.09M +23,440 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$119M -$43M -483,636 -27%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$76.8M -$2.59M -29,159 -3%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$73.6M -$1.22M -13,700 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$73.3M -$579K -6,513 -0.8%
Capital International Investors
11
Capital International Investors
California
$71.1M – – –
ACB
12
Aristotle Capital Boston
Massachusetts
$61.2M -$1.82M -20,501 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$59.4M +$264K +2,968 +0.5%
Principal Financial Group
14
Principal Financial Group
Iowa
$48.9M -$2.24M -25,164 -4%
BAMCO Inc
15
BAMCO Inc
New York
$45.2M – – –
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$45M +$243K +2,731 +0.6%
First Trust Advisors
17
First Trust Advisors
Illinois
$42M +$2M +22,466 +5%
Invesco
18
Invesco
Georgia
$41M -$4.48M -50,353 -10%
Northern Trust
19
Northern Trust
Illinois
$40.5M -$744K -8,361 -2%
SCM
20
Snyder Capital Management
California
$38.5M -$4.8K -54 -0%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.3M +$1.38M +15,510 +4%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$34.2M +$2.94M +33,040 +10%
VNIM
23
Vaughan Nelson Investment Management
Texas
$32.6M +$7.28M +81,810 +30%
American Century Companies
24
American Century Companies
Missouri
$31.2M +$2.04M +22,898 +7%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$30.6M +$27.3M +306,370 +1,017%
1
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AEIS Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2021, worth a combined $3.33B — up 3.3% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AEIS positions and 27 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $43M.

  • 271 institutional investors held Advanced Energy (AEIS) as of Q4 2021, up from 258 in Q3 2021.
  • Funds reported $3.33B of Advanced Energy stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 44 funds opened new Advanced Energy positions in Q4 2021 and 27 closed out, a net change of +17 holders.
  • The largest Advanced Energy buyer in Q4 2021 was Victory Capital Management, an estimated $42.9M added.
  • The largest Advanced Energy seller in Q4 2021 was Fidelity Investments, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2021.