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Advanced Energy
AEIS

Overview Fund Activity

314 hedge funds and large institutions have $2.37B invested in Advanced Energy in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-11
Holders Change %
-3.38%
% of All Funds
7.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
126
Reduced
114
Closed
44
Calls
$8.94M
Puts
$11.6M
Net Calls
-$2.66M
Net Calls Change
+$40.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$72.9M
2
PA
Pinnacle Associates
New York
$22.9M
3
Renaissance Technologies
Renaissance Technologies
New York
$70.4M
4
Deutsche Bank
Deutsche Bank
Germany
$40.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.8M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.7M
2
Bank of America
Bank of America
North Carolina
$40.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
$6.65M
4
Victory Capital Management
Victory Capital Management
Texas
$36.9M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
251
Integrated Investment Consultants
Michigan
$150K +$150K +2,347 New
QI
252
QS Investors
New York
$149K -$16.5K -259 -10%
SEI Investments
253
SEI Investments
Pennsylvania
$127K -$2.07M -32,288 -94%
MYIA
254
Mount Yale Investment Advisors
Colorado
$120K +$120K +1,877 New
LIA
255
LS Investment Advisors
Michigan
$118K +$2.67K +42 +2%
PG
256
PEAK6 Group
Illinois
$96K +$96K +1,497 New
APP
257
Avantax Planning Partners
Iowa
$89K +$89K +1,387 New
IA
258
IFP Advisors
Florida
$70K – – –
MAM
259
Meeder Asset Management
Ohio
$64K -$118K -1,859 -65%
Pacer Advisors
260
Pacer Advisors
Pennsylvania
$62K +$19K +300 +44%
PAM
261
Panagora Asset Management
Massachusetts
$60K – – –
SWA
262
Sutton Wealth Advisors
Florida
$57.1K – – –
WEC
263
Winslow Evans & Crocker
Massachusetts
$55.9K – – –
Ohio Public Employees Retirement System (OPERS)
264
Ohio Public Employees Retirement System (OPERS)
Ohio
$44K -$457K -7,199 -91%
GFP
265
Gryphon Financial Partners
Ohio
$36K -$5.74K -89 -14%
HNB
266
Huntington National Bank
Ohio
$33K +$33K +520 New
PGA
267
Premia Global Advisors
Florida
$28K +$1.71K +27 +7%
CG
268
Cutler Group
California
$26K -$49.6K -778 -66%
PCG
269
Private Capital Group
Connecticut
$26K -$318 -5 -1%
CAW
270
Cornerstone Advisors (Washington)
Washington
$24K +$570 +9 +2%
IWM
271
IHT Wealth Management
Illinois
$22K – – –
QCG
272
Quadrant Capital Group
Ohio
$21K +$17.6K +330 +516%
VCM
273
Versant Capital Management
Arizona
$20K -$5.89K -93 -23%
YWP
274
YorkBridge Wealth Partners
New York
$20K +$2.7K +42 +16%
RCAG
275
Rehmann Capital Advisory Group
Michigan
$20K +$20K +308 New
9 10
11
12 13