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Advanced Energy
AEIS

Overview Fund Activity

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
$23.8M
2
Victory Capital Management
Victory Capital Management
Texas
$160M
3
CRCP
Copper Rock Capital Partners
Massachusetts
$21.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.9M
5
RI
Redwood Investments
Massachusetts
$19.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
2
Renaissance Technologies
Renaissance Technologies
New York
$45.6M
3
Franklin Resources
Franklin Resources
California
$71.1M
4
AIM
Artemis Investment Management
United Kingdom
$22.9M
5
Man Group
Man Group
United Kingdom
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$8K -$3.39K -47 -30%
FBT
227
First Bank & Trust
South Dakota
$8K – – –
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
HGWM
229
Harvest Group Wealth Management
Massachusetts
$5K – – –
CFA
230
Carroll Financial Associates
North Carolina
$5K – – –
GAM
231
Gemmer Asset Management
California
$5K – – –
TWA
232
TCI Wealth Advisors
Arizona
$4K – – –
BCA
233
Berman Capital Advisors
Georgia
$4K – – –
AssetMark Inc
234
AssetMark Inc
California
$4K +$4K +51 New
FCH
235
Freestone Capital Holdings
Washington
$2.3K -$147 -2,065 -6%
PA
236
Parallel Advisors
California
$2K – – –
TCA
237
Tortoise Capital Advisors
Kansas
$2K – – –
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
TFO
239
Tarbox Family Office
California
$2K – – –
TL
240
TrueWealth LLC
Georgia
$2K – – –
SL
241
Savior LLC
Massachusetts
$2K +$2K +28 New
SFS
242
Sowell Financial Services
Arkansas
$1K -$1K -20 -50%
AF
243
Allworth Financial
California
$1K -$250 -5 -20%
WT
244
Whittier Trust
California
$1K – – –
TIM
245
Tortoise Investment Management
New York
$1K – – –
GWS
246
Glassman Wealth Services
Virginia
$1K +$273 +3 +38%
PFBT
247
Parkside Financial Bank & Trust
Missouri
$1K +$471 +8 +89%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1K +$1K +11 New
OPS
249
Orion Portfolio Solutions
Nebraska
$1K +$1K +12 New
ADL
250
Asset Dedication LLC
California
$1K +$1K +14 New
7 8 9
10
11