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Advanced Energy
AEIS

Overview Fund Activity

286 hedge funds and large institutions have $2.58B invested in Advanced Energy in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
7.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
86
Reduced
114
Closed
26
Calls
$7.72M
Puts
$18.9M
Net Calls
-$11.2M
Net Calls Change
-$5.59M

Top Buyers

1
BlackRock
BlackRock
New York
$341M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41M
3
AIM
Artemis Investment Management
United Kingdom
$19.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$258M
5
Millennium Management
Millennium Management
New York
$10.6M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$55.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10M
4
Ameriprise
Ameriprise
Minnesota
$30.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
MUFG Americas
New York
$69K +$8.86K +130 +15%
SWA
252
Sutton Wealth Advisors
Florida
$64.4K -$960 -14 -1%
CTC
253
Central Trust Company
Missouri
$55K +$44.5K +651 +423%
TDC
254
Thompson Davis & Co
Virginia
$53K -$1.29K -19 -2%
IPC
255
Independent Portfolio Consultants
Florida
$50K -$23.8K -350 -32%
IWM
256
IHT Wealth Management
Illinois
$46K – – –
CAW
257
Cornerstone Advisors (Washington)
Washington
$34K – – –
HA
258
Harfst & Associates
Wyoming
$34K +$34K +500 New
FCMT
259
Founders Capital Management (Texas)
Texas
$34K +$34K +500 New
HCA
260
Harbour Capital Advisors
Virginia
$30.9K +$30.9K +450 New
YWP
261
YorkBridge Wealth Partners
New York
$24K +$24K +320 New
SEC
262
Seven Eight Capital
New York
$21K +$21K +300 New
BTIS
263
BB&T Investment Services
North Carolina
$20K +$16.1K +227 +413%
AIM
264
Acrospire Investment Management
Illinois
$20K +$20K +289 New
FHA
265
First Horizon Advisors
Tennessee
$19K – – –
IR
266
Invictus RG
Bermuda
$18K -$428K -6,158 -96%
FIB
267
First Interstate Bank
Montana
$18K – – –
CCS
268
Crosspoint Capital Strategies
California
$9K – – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.2K -17 -13%
TRCT
270
Tower Research Capital (TRC)
New York
$7K -$73.2K -1,109 -91%
LNB
271
Ledyard National Bank
$7K – – –
NFG
272
Next Financial Group
Texas
$7K +$7K +100 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$5K -$15.9K -239 -76%
GAM
274
Gemmer Asset Management
California
$5K – – –
M
275
MOTCO
Texas
$5K +$5K +73 New
9 10
11
12 13