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Advanced Energy
AEIS

Overview Fund Activity

258 hedge funds and large institutions have $2.35B invested in Advanced Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+24
Holders Change %
+10.26%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
80
Reduced
88
Closed
26
Calls
$2.57M
Puts
$5.9M
Net Calls
-$3.32M
Net Calls Change
-$2.25M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.9M
2
FA
Friess Associates
Delaware
$13.3M
3
Ameriprise
Ameriprise
Minnesota
$185M
4
FP
Foundry Partners
Minnesota
$11.2M
5
Invesco
Invesco
Georgia
$31.8M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$208K
2
Victory Capital Management
Victory Capital Management
Texas
$88.4M
3
PF
Phoenix Financial
Israel
$0
4
BlackRock
BlackRock
New York
$347M
5
CRCP
Copper Rock Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$10K – – –
FFA
227
Founders Financial Alliance
North Carolina
$8K +$8K +130 New
GAM
228
Gemmer Asset Management
California
$7K – – –
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
CFGS
230
Concourse Financial Group Securities
Alabama
$7K +$4.98K +74 +247%
SFS
231
Sowell Financial Services
Arkansas
$7K +$7K +104 New
LFG
232
Larson Financial Group
Missouri
$6K +$6K +101 New
CFA
233
Carroll Financial Associates
North Carolina
$5K – – –
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
TWA
235
TCI Wealth Advisors
Arizona
$4K – – –
HR
236
Howe & Rusling
New York
$4K +$1.49K +22 +59%
AssetMark Inc
237
AssetMark Inc
California
$3K – – –
TFO
238
Tarbox Family Office
California
$3K – – –
MIM
239
Macroview Investment Management
Maryland
$3K +$3K +44 New
Millennium Management
240
Millennium Management
New York
$2.45K -$2.81K -44,650 -53%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PA
242
Parallel Advisors
California
$2K – – –
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$2K – – –
VCM
244
Versant Capital Management
Arizona
$2K – – –
SL
245
Savior LLC
Massachusetts
$2K – – –
CWC
246
Carolinas Wealth Consulting
North Carolina
$2K +$2K +34 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$1K – – –
AF
248
Allworth Financial
California
$1K – – –
BWL
249
Bogart Wealth LLC
Virginia
$1K +$1K +20 New
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$1K +$1K +20 New
8 9
10
11 12