AEIS icon

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 %
PGWM
301
Parisi Gray Wealth Management
New Jersey
$3K -$1.47K -26 -33%
ASN
302
Advisory Services Network
Georgia
$3K -$600 -9 -17%
LFA
303
Legacy Financial Advisors
Kentucky
$3K – – –
SPIA
304
Steward Partners Investment Advisory
New York
$3K – – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$3K +$1.43K +21 +91%
TL
306
TrueWealth LLC
Georgia
$2K -$3.88K -64 -66%
PA
307
Parallel Advisors
California
$2K +$444 +8 +29%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$1.73K +$1.73K +27 New
PHK
309
Point72 Hong Kong
Hong Kong
$1K -$9.11K -173 -90%
TCA
310
Tortoise Capital Advisors
Kansas
$1K – – –
WWM
311
Wagner Wealth Management
South Carolina
$1K +$1K +8 New
AF
312
Allworth Financial
California
$1K +$1K +20 New
Lazard Asset Management
313
Lazard Asset Management
New York
– -$10.7M -157,870 Closed
QAM
314
Quentec Asset Management
New York
– -$3.79M -56,206 Closed
SGAM
315
Smith Group Asset Management
Texas
– -$3.67M -54,374 Closed
TCM
316
Timpani Capital Management
Wisconsin
– -$2.18M -32,231 Closed
CAM
317
Covenant Asset Management
New Jersey
– -$1.37M -20,365 Closed
LCM
318
Landscape Capital Management
New Jersey
– -$1.02M -15,089 Closed
GIPM
319
G2 Investment Partners Management
New York
– -$833K -12,346 Closed
SBIA
320
Sheaff Brock Investment Advisors
Indiana
– -$774K -11,465 Closed
ZIM
321
Zacks Investment Management
Illinois
– -$758K -11,236 Closed
NAM
322
NorthCoast Asset Management
Connecticut
– -$531K -7,869 Closed
QC
323
Quadrature Capital
United Kingdom
– -$492K -7,291 Closed
KBC Group
324
KBC Group
Belgium
– -$441K -6,529 Closed
BRWA
325
B. Riley Wealth Advisors
Florida
– -$429K -6,337 Closed
11 12
13
14 15