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Advanced Energy
AEIS

Overview Fund Activity

258 hedge funds and large institutions have $2.35B invested in Advanced Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+24
Holders Change %
+10.26%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
80
Reduced
88
Closed
26
Calls
$2.57M
Puts
$5.9M
Net Calls
-$3.32M
Net Calls Change
-$2.25M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.9M
2
FA
Friess Associates
Delaware
$13.3M
3
Ameriprise
Ameriprise
Minnesota
$185M
4
FP
Foundry Partners
Minnesota
$11.2M
5
Invesco
Invesco
Georgia
$31.8M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$208K
2
Victory Capital Management
Victory Capital Management
Texas
$88.4M
3
PF
Phoenix Financial
Israel
$0
4
BlackRock
BlackRock
New York
$347M
5
CRCP
Copper Rock Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$1K +$1K +21 New
HS
252
Horan Securities
United States
$1K +$1K +21 New
PFS
253
Prospera Financial Services
Texas
$1K +$1K +21 New
BWA
254
BDO Wealth Advisors
Florida
$1K +$1K +23 New
APA
255
American Portfolios Advisors
New York
$504 +$504 +8 New
PF
256
Phoenix Financial
Israel
– -$16M -248,722 Closed
CRCP
257
Copper Rock Capital Partners
Massachusetts
– -$9.62M -141,901 Closed
ZCM
258
Ziegler Capital Management
Illinois
– -$5.3M -78,105 Closed
SC
259
Shellback Capital
Massachusetts
– -$5.06M -74,688 Closed
LCG
260
Lisanti Capital Growth
New York
– -$4.52M -66,635 Closed
Calamos Advisors
261
Calamos Advisors
Illinois
– -$1.45M -21,331 Closed
TI
262
Trexquant Investment
Connecticut
– -$646K -9,530 Closed
EIM
263
Essex Investment Management
Massachusetts
– -$538K -7,941 Closed
YMRC
264
Yorktown Management & Research Company
Virginia
– -$373K -5,500 Closed
IFS
265
Ifrah Financial Services
Arkansas
– -$299K -4,415 Closed
TCM
266
Teza Capital Management
Illinois
– -$296K -4,369 Closed
MFG
267
Magnus Financial Group
New York
– -$273K -4,028 Closed
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
– -$241K -3,551 Closed
CC
269
Centiva Capital
New York
– -$230K -3,399 Closed
VCA
270
Verdence Capital Advisors
Maryland
– -$211K -3,111 Closed
LIA
271
LS Investment Advisors
Michigan
– -$183K -2,703 Closed
C
272
Cerebellum
California
– -$122K -1,811 Closed
PP
273
Peconic Partners
New York
– -$88K -1,300 Closed
QT
274
Quantbot Technologies
New York
– -$55K -819 Closed
WR
275
Watson Rebecca
– -$47K -700 Closed
8 9 10
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