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Advanced Energy
AEIS

Overview Fund Activity

301 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+15
Holders Change %
+5.24%
% of All Funds
7.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
100
Reduced
118
Closed
31
Calls
$8.09M
Puts
$15.4M
Net Calls
-$7.35M
Net Calls Change
+$3.86M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$26.8M
2
AL
AJO LP
Pennsylvania
$18.4M
3
BlackRock
BlackRock
New York
$332M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.6M
5
Victory Capital Management
Victory Capital Management
Texas
$16.5M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$29.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.79M
3
NI
Numeric Investors
Massachusetts
$14.2M
4
AIM
Artemis Investment Management
United Kingdom
$4.33M
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
301
IHT Wealth Management
Illinois
$25 -$23 -332 -48%
Jacobs Levy Equity Management
302
Jacobs Levy Equity Management
New Jersey
– -$2.82M -41,165 Closed
CCMG
303
Clark Capital Management Group
Pennsylvania
– -$2.56M -37,385 Closed
AR
304
Advisory Research
Illinois
– -$2.06M -30,087 Closed
PCM
305
Penserra Capital Management
California
– -$1.37M -20,010 Closed
Fidelity Investments
306
Fidelity Investments
Massachusetts
– -$1.32M -19,230 Closed
LPL Financial
307
LPL Financial
California
– -$1.19M -17,458 Closed
ZCM
308
Zebra Capital Management
Connecticut
– -$1.02M -14,915 Closed
IA
309
Icon Advisers
Colorado
– -$877K -12,797 Closed
VKH
310
Virtu KCG Holdings
New York
– -$760K -11,080 Closed
CO
311
Caldwell & Orkin
Georgia
– -$665K -9,700 Closed
HCM
312
Highbridge Capital Management
New York
– -$625K -9,122 Closed
UFF
313
USA Financial Formulas
Michigan
– -$538K -7,850 Closed
EI
314
EAM Investors
California
– -$507K -7,389 Closed
GA
315
Geneva Advisors
Illinois
– -$486K -7,085 Closed
TI
316
Turner Investments
Pennsylvania
– -$480K -7,000 Closed
BC
317
Brinker Capital
Pennsylvania
– -$396K -5,770 Closed
BF
318
BOK Financial
Oklahoma
– -$352K -5,129 Closed
PAM
319
Princeton Alpha Management
New Jersey
– -$305K -4,452 Closed
N
320
Natixis
France
– -$299K -4,355 Closed
SCM
321
Segantii Capital Management
Hong Kong
– -$281K -4,100 Closed
MCM
322
Maple Capital Management
Vermont
– -$230K -3,350 Closed
SSG
323
Summit Securities Group
New York
– -$216K -3,144 Closed
MML Investors Services
324
MML Investors Services
Massachusetts
– -$212K -3,094 Closed
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
– -$209K -3,045 Closed
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