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Advanced Energy
AEIS

Overview Fund Activity

241 hedge funds and large institutions have $1.9B invested in Advanced Energy in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-8
Holders Change %
-3.21%
% of All Funds
5.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
95
Reduced
69
Closed
30
Calls
$3.17M
Puts
$2.68M
Net Calls
+$488K
Net Calls Change
+$1.71M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$26.3M
2
Ameriprise
Ameriprise
Minnesota
$101M
3
ACB
Aristotle Capital Boston
Massachusetts
$32.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
5
AIM
Artemis Investment Management
United Kingdom
$9.37M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$15.1M
2
Deutsche Bank
Deutsche Bank
Germany
$11.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$10.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$2K -$9.2K -69 -82%
TL
227
TrueWealth LLC
Georgia
$2K – – –
FGAM
228
Financial Gravity Asset Management
Texas
$2K +$2K +37 New
JCM
229
Julex Capital Management
Massachusetts
$1.64K – – –
CFGS
230
Concourse Financial Group Securities
Alabama
$1K -$379 -11 -28%
TCA
231
Tortoise Capital Advisors
Kansas
$1K – – –
RFC
232
Regions Financial Corp
Alabama
$1K – – –
PA
233
Parallel Advisors
California
$1K – – –
AF
234
Allworth Financial
California
$1K +$200 +5 +25%
WT
235
Whittier Trust
California
$1K +$1K +12 New
TIM
236
Tortoise Investment Management
New York
$1K +$1K +15 New
GT
237
Glenmede Trust
Pennsylvania
$8 – – –
Westfield Capital Management
238
Westfield Capital Management
Massachusetts
– -$7.43M -173,030 Closed
Canada Life
239
Canada Life
Manitoba, Canada
– -$2.06M -52,033 Closed
IA
240
IndexIQ Advisors
New York
– -$1.41M -32,898 Closed
RBA
241
Richard Bernstein Advisors
New York
– -$1.33M -30,967 Closed
Boston Partners
242
Boston Partners
Massachusetts
– -$1.09M -25,435 Closed
AIMCA
243
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.04M -24,100 Closed
PI
244
Putnam Investments
Massachusetts
– -$726K -16,900 Closed
GC
245
Globeflex Capital
California
– -$706K -16,436 Closed
LBD
246
Landsberg Bennett & Dubbaneh
Florida
– -$556K -12,941 Closed
CSS
247
Cubist Systematic Strategies
Connecticut
– -$475K -11,056 Closed
OTPPB
248
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$444K -10,337 Closed
EGM
249
Engineers Gate Manager
New York
– -$418K -9,726 Closed
MC
250
Menta Capital
California
– -$255K -5,948 Closed
7 8 9
10
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