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Advanced Energy
AEIS

Overview Fund Activity

249 hedge funds and large institutions have $1.6B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
75
Reduced
90
Closed
52
Calls
$2.03M
Puts
$3.25M
Net Calls
-$1.22M
Net Calls Change
+$1.83M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.2M
2
KCM
2
Kennedy Capital Management
Missouri
$12.8M
3
Franklin Resources
3
Franklin Resources
California
$57.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$34M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$25.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$7.43M
4
HAM
4
Hillcrest Asset Management
Texas
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
276
Eaton Vance Management
Massachusetts
– – -4,616 Closed
IFS
277
Ifrah Financial Services
Arkansas
– – -4,489 Closed
TI
278
Trexquant Investment
Connecticut
– – -4,435 Closed
FRM
279
Fox Run Management
Connecticut
– – -4,282 Closed
Group One Trading
280
Group One Trading
Illinois
– – -3,744 Closed
QI
281
QS Investors
New York
– – -2,333 Closed
TRCT
282
Tower Research Capital (TRC)
New York
– – -1,870 Closed
APP
283
Avantax Planning Partners
Iowa
– – -1,387 Closed
IUHSA
284
Itau Unibanco Holding S.A.
Brazil
– – -1,216 Closed
CG
285
Cutler Group
California
$0 8 -800 -99%
MYIA
286
Mount Yale Investment Advisors
Colorado
– – -735 Closed
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
– – -450 Closed
PCG
288
Private Capital Group
Connecticut
$0 3 -446 -99%
KJWM
289
Kiley Juergens Wealth Management
Washington
– – -400 Closed
FANJ
290
Financial Architects (New Jersey)
New Jersey
– – -100 Closed
FHA
291
Flagship Harbor Advisors
Massachusetts
– – -93 Closed
PCA
292
Providence Capital Advisors
North Carolina
– – -67 Closed
SPIA
293
Steward Partners Investment Advisory
New York
– – -58 Closed
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
– – -27 Closed
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
– – -21 Closed
CAG
296
Csenge Advisory Group
Florida
– – -9 Closed
SIS
297
Sound Income Strategies
Florida
$0 3 – –
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
– – – –
SO
299
STRS Ohio
Ohio
– – – –
PHK
300
Point72 Hong Kong
Hong Kong
$0 2 +2 New
9 10 11
12
13