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Advanced Energy
AEIS

Overview Fund Activity

234 hedge funds and large institutions have $2.54B invested in Advanced Energy in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+8
Holders Change %
+3.54%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
77
Reduced
89
Closed
26
Calls
$3.85M
Puts
$4.93M
Net Calls
-$1.08M
Net Calls Change
-$855K

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$62.2M
2
Ameriprise
Ameriprise
Minnesota
$187M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
$46.6M
4
American Century Companies
American Century Companies
Missouri
$19.3M
5
BlackRock
BlackRock
New York
$387M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$116M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$120M
3
Franklin Resources
Franklin Resources
California
$29.7M
4
Northern Trust
Northern Trust
Illinois
$36.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Versant Capital Management
Arizona
$2K – – –
SL
227
Savior LLC
Massachusetts
$2K – – –
PA
228
Parallel Advisors
California
$1K -$143 -4 -13%
AF
229
Allworth Financial
California
$1K – – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$1K +$526 +10 +111%
KPW
231
Kore Private Wealth
New York
$1K +$1K +25 New
FCH
232
Freestone Capital Holdings
Washington
$530 -$226 -3,339 -30%
EIP
233
Epoch Investment Partners
New York
– -$4.39M -90,524 Closed
TD Asset Management
234
TD Asset Management
Ontario, Canada
– -$4.36M -89,925 Closed
SAM
235
Silvercrest Asset Management
New York
– -$3.4M -70,199 Closed
NIM
236
Needham Investment Management
New York
– -$1.46M -30,000 Closed
Wellington Management Group
237
Wellington Management Group
Massachusetts
– -$1.28M -26,311 Closed
BBVA
238
Banco Bilbao Vizcaya Argentaria
Spain
– -$1.24M -25,600 Closed
DIA
239
Dean Investment Associates
Ohio
– -$1.18M -24,300 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
240
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.17M -24,200 Closed
AL
241
AJO LP
Pennsylvania
– -$1.02M -21,063 Closed
ZIM
242
Zacks Investment Management
Illinois
– -$778K -16,035 Closed
MERSOM
243
Municipal Employees' Retirement System of Michigan
Michigan
– -$576K -11,870 Closed
AWM
244
AE Wealth Management
Kansas
– -$355K -7,320 Closed
BCM
245
Bayesian Capital Management
New York
– -$286K -5,900 Closed
DCM
246
Dean Capital Management
Kansas
– -$213K -4,390 Closed
AT
247
Arden Trust
Delaware
– -$90K -1,862 Closed
CC
248
Cognios Capital
Kansas
– -$46K -954 Closed
NFG
249
Next Financial Group
Texas
– -$28K -574 Closed
HNB
250
Huntington National Bank
Ohio
– -$12K -251 Closed
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