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Advanced Energy
AEIS

Overview Fund Activity

314 hedge funds and large institutions have $2.37B invested in Advanced Energy in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-11
Holders Change %
-3.38%
% of All Funds
7.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
126
Reduced
114
Closed
44
Calls
$8.94M
Puts
$11.6M
Net Calls
-$2.66M
Net Calls Change
+$40.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$56.9M
2
PA
Pinnacle Associates
New York
+$22.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$19.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$14.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.9M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$59.8M
2
Bank of America
Bank of America
North Carolina
-$36M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$29.3M
4
Victory Capital Management
Victory Capital Management
Texas
-$15.3M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$17K – – –
GAM
277
Gemmer Asset Management
California
$17K +$12.5K +200 +274%
MA
278
MUFG Americas
New York
$16K -$4.99K -77 -24%
SWP
279
Stratos Wealth Partners
Ohio
$14K +$12.9K +202 +1,188%
NSIM
280
North Star Investment Management
Illinois
$13K – – –
FCMT
281
Founders Capital Management (Texas)
Texas
$13K +$13K +200 New
FIB
282
First Interstate Bank
Montana
$11K – – –
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
CTC
284
Central Trust Company
Missouri
$11K +$8.84K +143 +409%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$8K -$923 -15 -10%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$8K -$765 -13 -9%
GT
287
Glenmede Trust
Pennsylvania
$7K – – –
AC
288
Avestar Capital
New York
$7K – – –
FGC
289
Financial Gravity Companies
Texas
$7K +$974 +16 +16%
VFA
290
Valeo Financial Advisors
Indiana
$7K +$7K +103 New
LJHT
291
Laurie J. Hall Trustee
$7K +$7K +110 New
S
292
SignatureFD
Georgia
$7K +$7K +112 New
FGAM
293
Financial Gravity Asset Management
Texas
$7K +$7K +115 New
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
LNB
295
Ledyard National Bank
$6K – – –
Fuller & Thaler Asset Management
296
Fuller & Thaler Asset Management
California
$6K +$316 +5 +6%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TWA
298
TCI Wealth Advisors
Arizona
$4K – – –
FPFS
299
First Personal Financial Services
North Carolina
$4K – – –
PCA
300
Providence Capital Advisors
North Carolina
$4K – – –
10 11
12
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