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Advanced Energy
AEIS

Overview Fund Activity

325 hedge funds and large institutions have $2.53B invested in Advanced Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+13
Holders Change %
+4.17%
% of All Funds
7.38%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
116
Reduced
115
Closed
36
Calls
$11.3M
Puts
$54.6M
Net Calls
-$43.3M
Net Calls Change
-$47.2M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$60.3M
2
Millennium Management
Millennium Management
New York
$35M
3
Renaissance Technologies
Renaissance Technologies
New York
$53.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.1M
5
Citadel Advisors
Citadel Advisors
Florida
$16.2M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
$66.6M
2
Bank of America
Bank of America
North Carolina
$80.4M
3
AL
AJO LP
Pennsylvania
$28.2M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$76.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
276
Gryphon Financial Partners
Ohio
$44K +$44K +647 New
WAM
277
Wolverine Asset Management
Illinois
$42K +$42K +632 New
DCM
278
Delpha Capital Management
New York
$36K +$36K +536 New
VCM
279
Versant Capital Management
Arizona
$27K -$132 -2 -0.5%
PGA
280
Premia Global Advisors
Florida
$27K +$27K +414 New
BTIS
281
BB&T Investment Services
North Carolina
$26K -$276 -4 -1%
IWM
282
IHT Wealth Management
Illinois
$26K – – –
CAW
283
Cornerstone Advisors (Washington)
Washington
$25K – – –
MA
284
MUFG Americas
New York
$22K -$25.8K -380 -54%
YWP
285
YorkBridge Wealth Partners
New York
$18K -$134 -2 -0.7%
FHA
286
First Horizon Advisors
Tennessee
$17K – – –
NSIM
287
North Star Investment Management
Illinois
$13K – – –
PHK
288
Point72 Hong Kong
Hong Kong
$13K +$13K +192 New
KJWM
289
Kiley Juergens Wealth Management
Washington
$13K +$13K +200 New
FIB
290
First Interstate Bank
Montana
$12K – – –
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$12K +$5.12K +73 +74%
IWP
292
Icon Wealth Partners
Texas
$11K +$11K +161 New
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$10K -$954K -14,787 -99%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$10K +$2.55K +37 +34%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +149 New
AC
296
Avestar Capital
New York
$8K +$8K +123 New
GT
297
Glenmede Trust
Pennsylvania
$7K -$190K -2,981 -96%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
LNB
299
Ledyard National Bank
$7K – – –
TL
300
TrueWealth LLC
Georgia
$7K +$7K +97 New
10 11
12
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