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Advanced Energy
AEIS

Overview Fund Activity

294 hedge funds and large institutions have $2.19B invested in Advanced Energy in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-20
Holders Change %
-6.37%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
99
Reduced
119
Closed
53
Calls
$5.32M
Puts
$8.85M
Net Calls
-$3.52M
Net Calls Change
-$866K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$52.8M
2
Deutsche Bank
Deutsche Bank
Germany
$84.5M
3
Ameriprise
Ameriprise
Minnesota
$102M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.7M
5
RA
Royce & Associates
New York
$37.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
AL
AJO LP
Pennsylvania
$0
3
Victory Capital Management
Victory Capital Management
Texas
$15.4M
4
Millennium Management
Millennium Management
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$185K +$11.6K +200 +7%
C
227
Cerebellum
California
$152K -$20.8K -358 -12%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$151K -$566K -9,819 -79%
QI
229
QS Investors
New York
$136K – – –
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$131K +$74.3K +1,280 +131%
US Bancorp
231
US Bancorp
Minnesota
$120K -$203K -3,489 -63%
MYIA
232
Mount Yale Investment Advisors
Colorado
$111K +$2.03K +35 +2%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$110K +$110K +1,900 New
LIA
234
LS Investment Advisors
Michigan
$108K – – –
Group One Trading
235
Group One Trading
Illinois
$87K -$247K -4,254 -74%
IUHSA
236
Itau Unibanco Holding S.A.
Brazil
$62K +$62K +1,074 New
IA
237
IFP Advisors
Florida
$59K -$1.23K -21 -2%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$57.8K +$39.9K +687 +223%
TRCT
239
Tower Research Capital (TRC)
New York
$57K +$57K +988 New
WEC
240
Winslow Evans & Crocker
Massachusetts
$52K – – –
SWA
241
Sutton Wealth Advisors
Florida
$51.9K – – –
QT
242
Quantbot Technologies
New York
$46K -$889K -15,328 -95%
HNB
243
Huntington National Bank
Ohio
$42K +$12K +208 +40%
PCG
244
Private Capital Group
Connecticut
$37K +$13.6K +237 +58%
GFP
245
Gryphon Financial Partners
Ohio
$31K -$974 -17 -3%
PCM
246
Prelude Capital Management
New York
$27K +$27K +457 New
MAM
247
Meeder Asset Management
Ohio
$26.1K -$32.2K -555 -55%
S
248
SignatureFD
Georgia
$25K +$18.4K +314 +280%
EIP
249
Epoch Investment Partners
New York
$23.6K +$19.6K +337,050 +487%
KJWM
250
Kiley Juergens Wealth Management
Washington
$23K +$23K +400 New
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