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Advanced Energy
AEIS

Overview Fund Activity

312 hedge funds and large institutions have $3.07B invested in Advanced Energy in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+11
Holders Change %
+3.65%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
110
Reduced
119
Closed
34
Calls
$22.1M
Puts
$18.2M
Net Calls
+$3.89M
Net Calls Change
+$11.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$62.6M
2
AL
AJO LP
Pennsylvania
$48.9M
3
CAM
Cortina Asset Management
Wisconsin
$18.7M
4
CWAM
Columbia Wanger Asset Management
Illinois
$47.8M
5
PP
PDT Partners
New York
$12.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38.2M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$104M
3
Credit Agricole
Credit Agricole
France
$2.42M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$99.9M
5
RA
Royce & Associates
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
276
Sutton Wealth Advisors
Florida
$73.4K – – –
FPS
277
Fieldpoint Private Securities
Connecticut
$73K +$73K +907 New
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$73K +$73K +909 New
WEC
279
Winslow Evans & Crocker
Massachusetts
$70.7K -$167K -2,074 -70%
TDC
280
Thompson Davis & Co
Virginia
$64K +$3K +37 +5%
MA
281
MUFG Americas
New York
$57K +$1.38K +17 +2%
BFEC
282
Benjamin F. Edwards & Company
Missouri
$55K – – –
VCM
283
Versant Capital Management
Arizona
$33K -$10.6K -132 -24%
BTIS
284
BB&T Investment Services
North Carolina
$31K – – –
CAW
285
Cornerstone Advisors (Washington)
Washington
$30K -$9.89K -122 -25%
IWM
286
IHT Wealth Management
Illinois
$30K – – –
YWP
287
YorkBridge Wealth Partners
New York
$22K +$1.22K +15 +6%
FHA
288
First Horizon Advisors
Tennessee
$21K – – –
NSIM
289
North Star Investment Management
Illinois
$16K +$8K +100 +100%
FIB
290
First Interstate Bank
Montana
$14K – – –
NFG
291
Next Financial Group
Texas
$9K – – –
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$9K +$250 +3 +3%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
LNB
294
Ledyard National Bank
$8K – – –
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$8K +$653 +8 +9%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +84 New
GAM
297
Gemmer Asset Management
California
$6K – – –
FMP
298
Financial Management Professionals
Texas
$5K – – –
TWA
299
TCI Wealth Advisors
Arizona
$5K – – –
QCG
300
Quadrant Capital Group
Ohio
$5K +$1.95K +25 +64%
10 11
12
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