AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

269 hedge funds and large institutions have $1.97B invested in Advanced Energy in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-25
Holders Change %
-8.5%
% of All Funds
6.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
86
Reduced
104
Closed
53
Calls
$6.07M
Puts
$9.12M
Net Calls
-$3.06M
Net Calls Change
+$469K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.4M
2
LSV Asset Management
LSV Asset Management
Illinois
$42.9M
3
ClearBridge Investments
ClearBridge Investments
New York
$19.1M
4
ICOM
Investment Counselors of Maryland
Maryland
$18.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$86.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.75M
2
PIMC
Praesidium Investment Management Company
New York
$0
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
MWNA
Marshall Wace North America
New York
$0
5
Victory Capital Management
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
251
TCI Wealth Advisors
Arizona
$3K -$667 -14 -18%
SPIA
252
Steward Partners Investment Advisory
New York
$3K – – –
PCA
253
Providence Capital Advisors
North Carolina
$3K – – –
FPFS
254
First Personal Financial Services
North Carolina
$3K – – –
HAM
255
Highstreet Asset Management
Ontario, Canada
$3K +$3K +52 New
GRP
256
Global Retirement Partners
California
$3K +$3K +61 New
TL
257
TrueWealth LLC
Georgia
$2K – – –
CFGS
258
Concourse Financial Group Securities
Alabama
$2K +$2K +40 New
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$1.4K – – –
RFC
260
Regions Financial Corp
Alabama
$1K – – –
PA
261
Parallel Advisors
California
$1K – – –
AF
262
Allworth Financial
California
$1K – – –
TCA
263
Tortoise Capital Advisors
Kansas
$1K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$1K +$207 +6 +26%
Acadian Asset Management
265
Acadian Asset Management
Massachusetts
$1K +$1K +21 New
PIMC
266
Praesidium Investment Management Company
New York
– -$26.4M -455,040 Closed
JIM
267
Jupiter Investment Management
United Kingdom
– -$21.7M -373,757 Closed
MWNA
268
Marshall Wace North America
New York
– -$16M -274,904 Closed
Victory Capital Management
269
Victory Capital Management
Texas
– -$15.4M -265,370 Closed
Wellington Management Group
270
Wellington Management Group
Massachusetts
– -$9.4M -161,731 Closed
AIM
271
Artemis Investment Management
United Kingdom
– -$6.36M -109,480 Closed
Bank of Nova Scotia
272
Bank of Nova Scotia
Ontario, Canada
– -$3.66M -63,000 Closed
MSL
273
Mackay Shields LLC
New York
– -$2.98M -51,300 Closed
Marshall Wace
274
Marshall Wace
United Kingdom
– -$2.47M -42,442 Closed
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
– -$2.24M -38,526 Closed
9 10
11
12 13