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Advanced Energy
AEIS

Overview Fund Activity

301 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+15
Holders Change %
+5.24%
% of All Funds
7.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
100
Reduced
118
Closed
31
Calls
$8.09M
Puts
$15.4M
Net Calls
-$7.35M
Net Calls Change
+$3.86M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$26.8M
2
AL
AJO LP
Pennsylvania
$18.4M
3
BlackRock
BlackRock
New York
$332M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.6M
5
Victory Capital Management
Victory Capital Management
Texas
$16.5M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$29.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.79M
3
NI
Numeric Investors
Massachusetts
$14.2M
4
AIM
Artemis Investment Management
United Kingdom
$4.33M
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$172K -$380K -5,904 -69%
PAM
252
Panagora Asset Management
Massachusetts
$171K -$2.34M -36,323 -93%
Creative Planning
253
Creative Planning
Kansas
$168K +$11.7K +181 +7%
ST
254
Spot Trading
Illinois
$163K -$590K -9,090 -78%
RCM
255
Riverhead Capital Management
Delaware
$151K +$53.8K +831 +55%
DADC
256
D.A. Davidson & Co
Montana
$142K +$1.03K +16 +0.7%
MAM
257
Meeder Asset Management
Ohio
$141K +$15.7K +244 +13%
ASN
258
Advisory Services Network
Georgia
$140K +$12.1K +187 +9%
TAM
259
Tyers Asset Management
Texas
$131K +$42.3K +656 +48%
IR
260
Invictus RG
Bermuda
$104K +$87.3K +1,351 +522%
HMS
261
Hanseatic Management Services
New Mexico
$87K +$11.8K +182 +16%
MIFH
262
Migdal Insurance & Financial Holdings
Israel
$86K +$86K +1,321 New
IA
263
IFP Advisors
Florida
$66K -$1.67K -26 -2%
MOACM
264
Mutual of America Capital Management
New York
$65K – – –
SWA
265
Sutton Wealth Advisors
Florida
$58.8K -$2.01K -31 -3%
PAM
266
Paradigm Asset Management
New York
$58.2K -$58.2K -900 -50%
TDC
267
Thompson Davis & Co
Virginia
$49K -$1.76K -27 -3%
FQ
268
First Quadrant
California
$47K +$47K +721 New
QI
269
QS Investors
New York
$46K +$46K +704 New
AIM
270
Acrospire Investment Management
Illinois
$45K +$26.1K +400 +138%
MA
271
MUFG Americas
New York
$44K -$20.8K -325 -32%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$44K +$44K +675 New
VCM
273
Versant Capital Management
Arizona
$35K -$36.2K -562 -51%
CAW
274
Cornerstone Advisors (Washington)
Washington
$32K – – –
BTIS
275
BB&T Investment Services
North Carolina
$25K +$6.5K +99 +35%
9 10
11
12 13