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Advanced Energy
AEIS
AEIS
286 hedge funds and large institutions have $2.58B invested in Advanced Energy in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
123% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 26
24% more capital invested
Capital invested by funds: $2.08B → $2.58B (+$498M)
10% more funds holding
Funds holding: 260 → 286 (+26)
1.14% less ownership
Funds ownership: 95.82% → 94.67% (-1.1%)
25% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 114
59% less call options, than puts
Call options by funds: $7.72M | Put options by funds: $18.9M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
7.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
86
Reduced
114
Closed
26
Calls
$7.72M
Puts
$18.9M
Net Calls
-$11.2M
Net Calls Change
-$5.59M
Top Buyers
| 1 |
BlackRock
New York
|
+$307M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$36.9M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$12.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.74M |
| 5 |
Millennium Management
New York
|
+$7.64M |
Top Sellers
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
-$35.2M |
| 2 |
JP Morgan Chase
New York
|
-$34M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$15.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
301
Alambic Investment Management
Belvedere,
California
| – | -$282K | -5,150 | Closed |
|
302
Two Sigma Investments
New York
| – | -$255K | -4,655 | Closed |
|
|
QI
303
QS Investors
New York
| – | -$131K | -2,400 | Closed |
|
|
NIT
304
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$99K | -1,800 | Closed |
|
|
PRS
305
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$53K | -976 | Closed |
|
|
FWM
306
Focused Wealth Management
Newburgh,
New York
| – | -$44K | -800 | Closed |
|
|
EF
307
Empirical Finance
Havertown,
Pennsylvania
| – | -$14K | -246 | Closed |
|
|
FNBT
308
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$13K | -234 | Closed |
|
|
IUHSA
309
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$7K | -130 | Closed |
|
|
FAN
310
Financial Advisors Network
Tustin,
California
| – | -$3.34K | -56 | Closed |
|
|
BCMIO
311
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$247 | +4 | New |
|
|
KKAMG
312
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| – | +$309 | +5 | New |
|