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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 %
FHA
276
First Horizon Advisors
Tennessee
$18K – – –
YWP
277
YorkBridge Wealth Partners
New York
$17K -$4.25K -64 -20%
IPC
278
Independent Portfolio Consultants
Florida
$12K -$35.7K -550 -75%
FIB
279
First Interstate Bank
Montana
$11K -$5.13K -82 -32%
PHK
280
Point72 Hong Kong
Hong Kong
$11K +$11K +167 New
CTC
281
Central Trust Company
Missouri
$7K -$45.7K -698 -87%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$7K -$832 -12 -11%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$7K +$2K +30 +40%
NFG
284
Next Financial Group
Texas
$6K – – –
LNB
285
Ledyard National Bank
$6K – – –
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$6K +$6K +90 New
NSIM
287
North Star Investment Management
Illinois
$6K +$6K +100 New
M
288
MOTCO
Texas
$5K – – –
GAM
289
Gemmer Asset Management
California
$5K – – –
TWA
290
TCI Wealth Advisors
Arizona
$4K – – –
MFW
291
Mosaic Family Wealth
Missouri
$4K – – –
FMP
292
Financial Management Professionals
Texas
$4K +$4K +66 New
NA
293
NewEdge Advisors
Louisiana
$3.97K +$3.97K +58 New
MCM
294
MV Capital Management
Maryland
$3K – – –
FANJ
295
Financial Architects (New Jersey)
New Jersey
$3K – – –
SPIA
296
Steward Partners Investment Advisory
New York
$3K – – –
QCG
297
Quadrant Capital Group
Ohio
$2K – – –
PA
298
Parallel Advisors
California
$2K – – –
PFBT
299
Parkside Financial Bank & Trust
Missouri
$1K – – –
Walleye Trading
300
Walleye Trading
New York
$152 +$152 +2,346 New
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12
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