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Advanced Energy
AEIS

Overview Fund Activity

249 hedge funds and large institutions have $1.6B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
75
Reduced
90
Closed
52
Calls
$2.03M
Puts
$3.25M
Net Calls
-$1.22M
Net Calls Change
+$1.83M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.2M
2
KCM
2
Kennedy Capital Management
Missouri
$12.8M
3
Franklin Resources
3
Franklin Resources
California
$57.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$34M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$25.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$7.43M
4
HAM
4
Hillcrest Asset Management
Texas
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
226
Gemmer Asset Management
California
$3K 73 – –
AIC
227
Ameritas Investment Company
Nebraska
$3K 75 +75 New
TWA
228
TCI Wealth Advisors
Arizona
$2K 57 -6 -10%
HAM
229
Highstreet Asset Management
Ontario, Canada
$2K 52 – –
FPFS
230
First Personal Financial Services
North Carolina
$2K 57 – –
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$1K 30 -33 -52%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$1K 27 -2 -7%
CFGS
233
Concourse Financial Group Securities
Alabama
$1K 40 – –
AF
234
Allworth Financial
California
$1K 20 – –
RFC
235
Regions Financial Corp
Alabama
$1K 16 – –
TL
236
TrueWealth LLC
Georgia
$1K 33 – –
PA
237
Parallel Advisors
California
$1K 28 – –
TCA
238
Tortoise Capital Advisors
Kansas
$1K 22 – –
SFSIG
239
San Francisco Sentry Investment Group
California
$1K 25 +25 New
JCM
240
Julex Capital Management
Massachusetts
$1K 33 +33 New
BCA
241
Berman Capital Advisors
Georgia
$1K 44 +44 New
GT
242
Glenmede Trust
Pennsylvania
$7 170 +170 New
CCMG
243
Clark Capital Management Group
Pennsylvania
– – -206,146 Closed
HAM
244
Hillcrest Asset Management
Texas
– – -137,118 Closed
Assenagon Asset Management
245
Assenagon Asset Management
Luxembourg
– – -132,775 Closed
Citadel Advisors
246
Citadel Advisors
Florida
– – -101,360 Closed
CEI
247
Clark Estates Inc
New York
– – -57,000 Closed
PP
248
PDT Partners
New York
– – -44,500 Closed
Ninety One (UK)
249
Ninety One (UK)
United Kingdom
– – -44,160 Closed
ZIM
250
ZPR Investment Management
Florida
– – -29,255 Closed
8 9
10
11 12