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Advanced Energy
AEIS

Overview Fund Activity

260 hedge funds and large institutions have $2.08B invested in Advanced Energy in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+34
Holders Change %
+15.04%
% of All Funds
6.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
91
Reduced
83
Closed
20
Calls
$4.42M
Puts
$10M
Net Calls
-$5.62M
Net Calls Change
-$5.31M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$77.9M
2
BFA
BlackRock Fund Advisors
California
$167M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$63.8M
4
HAM
Hillcrest Asset Management
Texas
$7.64M
5
BIT
BlackRock Institutional Trust
California
$63M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
PIMC
Praesidium Investment Management Company
New York
$75.6M
3
CCI
Columbus Circle Investors
$9.39M
4
Ameriprise
Ameriprise
Minnesota
$36.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$67K +$67K +1,215 New
VCM
227
Versant Capital Management
Arizona
$66K -$270 -5 -0.4%
IA
228
IFP Advisors
Florida
$60K +$6.44K +118 +12%
IPC
229
Independent Portfolio Consultants
Florida
$59K -$15K -275 -20%
HMS
230
Hanseatic Management Services
New Mexico
$58K +$12.7K +232 +28%
PRS
231
Pinkerton Retirement Specialists
Idaho
$53K -$2.01K -37 -4%
SWA
232
Sutton Wealth Advisors
Florida
$52.2K – – –
MA
233
MUFG Americas
New York
$48K +$5.55K +102 +13%
TDC
234
Thompson Davis & Co
Virginia
$44K – – –
FWM
235
Focused Wealth Management
New York
$44K +$44K +800 New
IWM
236
IHT Wealth Management
Illinois
$38K +$38K +693 New
CAW
237
Cornerstone Advisors (Washington)
Washington
$27K – – –
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17K +314 New
FIB
239
First Interstate Bank
Montana
$14K -$3.8K -70 -21%
EF
240
Empirical Finance
Pennsylvania
$14K +$14K +246 New
MFS
241
MSI Financial Services
Massachusetts
$14K +$14K +252 New
FNBT
242
FineMark National Bank & Trust
Florida
$13K – – –
MAM
243
Meeder Asset Management
Ohio
$12K -$145K -2,623 -92%
FHA
244
First Horizon Advisors
Tennessee
$11K – – –
CCS
245
Crosspoint Capital Strategies
California
$8K +$8K +138 New
CTC
246
Central Trust Company
Missouri
$8K +$8K +154 New
IUHSA
247
Itau Unibanco Holding S.A.
Brazil
$7K +$1.62K +30 +30%
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$7K +$7K +130 New
LNB
249
Ledyard National Bank
$5K – – –
GAM
250
Gemmer Asset Management
California
$4K – – –
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