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Advanced Energy
AEIS

Overview Fund Activity

269 hedge funds and large institutions have $1.97B invested in Advanced Energy in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-25
Holders Change %
-8.5%
% of All Funds
6.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
86
Reduced
104
Closed
53
Calls
$6.07M
Puts
$9.12M
Net Calls
-$3.06M
Net Calls Change
+$469K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.4M
2
LSV Asset Management
LSV Asset Management
Illinois
$42.9M
3
ClearBridge Investments
ClearBridge Investments
New York
$19.1M
4
ICOM
Investment Counselors of Maryland
Maryland
$18.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$86.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.75M
2
PIMC
Praesidium Investment Management Company
New York
$0
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
MWNA
Marshall Wace North America
New York
$0
5
Victory Capital Management
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$22K – – –
NIT
227
NumerixS Investment Technologies
British Columbia, Canada
$21K -$184K -3,500 -90%
KJWM
228
Kiley Juergens Wealth Management
Washington
$20K – – –
CAW
229
Cornerstone Advisors (Washington)
Washington
$20K +$628 +12 +3%
FHB
230
First Hawaiian Bank
Hawaii
$19K +$19K +360 New
VCM
231
Versant Capital Management
Arizona
$15K -$1.29K -25 -8%
FCMT
232
Founders Capital Management (Texas)
Texas
$15K – – –
PCM
233
Prelude Capital Management
New York
$12K -$11.4K -223 -49%
FHA
234
First Horizon Advisors
Tennessee
$12K – – –
QCG
235
Quadrant Capital Group
Ohio
$11K – – –
WAM
236
Wealthspire Advisors (Maryland)
Maryland
$9K +$354 +7 +4%
Fuller & Thaler Asset Management
237
Fuller & Thaler Asset Management
California
$8K – – –
JA
238
JOYN Advisors
Georgia
$8K +$5.14K +99 +180%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$7K -$827 -15 -11%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$7K – – –
LJHT
241
Laurie J. Hall Trustee
$6K – – –
AC
242
Avestar Capital
New York
$6K – – –
LNB
243
Ledyard National Bank
$5K – – –
FHA
244
Flagship Harbor Advisors
Massachusetts
$5K +$5K +93 New
FANJ
245
Financial Architects (New Jersey)
New Jersey
$5K +$5K +100 New
GAM
246
Gemmer Asset Management
California
$4K -$11K -200 -73%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CFA
248
Carroll Financial Associates
North Carolina
$4K – – –
FGAM
249
Financial Gravity Asset Management
Texas
$4K +$444 +10 +13%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$3K -$8.57K -180 -74%
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