AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

294 hedge funds and large institutions have $2.19B invested in Advanced Energy in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-20
Holders Change %
-6.37%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
99
Reduced
119
Closed
53
Calls
$5.32M
Puts
$8.85M
Net Calls
-$3.52M
Net Calls Change
-$866K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$52.8M
2
Deutsche Bank
Deutsche Bank
Germany
$84.5M
3
Ameriprise
Ameriprise
Minnesota
$102M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.7M
5
RA
Royce & Associates
New York
$37.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
AL
AJO LP
Pennsylvania
$0
3
Victory Capital Management
Victory Capital Management
Texas
$15.4M
4
Millennium Management
Millennium Management
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
251
YorkBridge Wealth Partners
New York
$22K +$4.09K +71 +23%
CAW
252
Cornerstone Advisors (Washington)
Washington
$21K -$511 -9 -2%
VCM
253
Versant Capital Management
Arizona
$18K – – –
CG
254
Cutler Group
California
$17K -$5.52K -100 -25%
FCMT
255
Founders Capital Management (Texas)
Texas
$17K +$5.67K +100 +50%
GAM
256
Gemmer Asset Management
California
$16K – – –
FHA
257
First Horizon Advisors
Tennessee
$15K – – –
GT
258
Glenmede Trust
Pennsylvania
$15K +$8.4K +140 +127%
QCG
259
Quadrant Capital Group
Ohio
$14K -$6.13K -120 -30%
MA
260
MUFG Americas
New York
$14K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$14K +$6.51K +113 +87%
CTC
262
Central Trust Company
Missouri
$12K +$1.21K +20 +11%
WAM
263
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
IWP
264
Icon Wealth Partners
Texas
$10K +$10K +170 New
Fuller & Thaler Asset Management
265
Fuller & Thaler Asset Management
California
$9K +$3.3K +55 +58%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$8K +$338 +6 +4%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$8K +$8K +144 New
AC
268
Avestar Capital
New York
$7K – – –
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.52K +28 +28%
LNB
270
Ledyard National Bank
$6K – – –
LJHT
271
Laurie J. Hall Trustee
$6K – – –
FGAM
272
Financial Gravity Asset Management
Texas
$5K -$2.19K -35 -30%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
PCA
274
Providence Capital Advisors
North Carolina
$4K – – –
TWA
275
TCI Wealth Advisors
Arizona
$4K +$1.04K +20 +35%
9 10
11
12 13