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Advanced Energy
AEIS

Overview Fund Activity

294 hedge funds and large institutions have $2.19B invested in Advanced Energy in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-20
Holders Change %
-6.37%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
99
Reduced
119
Closed
53
Calls
$5.32M
Puts
$8.85M
Net Calls
-$3.52M
Net Calls Change
-$866K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$52.8M
2
Deutsche Bank
Deutsche Bank
Germany
$84.5M
3
Ameriprise
Ameriprise
Minnesota
$102M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.7M
5
RA
Royce & Associates
New York
$37.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
AL
AJO LP
Pennsylvania
$0
3
Victory Capital Management
Victory Capital Management
Texas
$15.4M
4
Millennium Management
Millennium Management
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
McKinley Capital Management
Alaska
– -$286K -4,483 Closed
FRM
327
Fox Run Management
Connecticut
– -$274K -4,283 Closed
Neuberger Berman Group
328
Neuberger Berman Group
New York
– -$252K -3,939 Closed
IB
329
Intrust Bank
Kansas
– -$252K -3,939 Closed
OAM
330
Origin Asset Management
United Kingdom
– -$220K -3,439 Closed
Jane Street
331
Jane Street
New York
– -$208K -3,248 Closed
COI
332
Connable Office Inc
Michigan
– -$204K -3,199 Closed
RQS
333
Ramsey Quantitative Systems
Kentucky
– -$183K -2,862 Closed
IIC
334
Integrated Investment Consultants
Michigan
– -$150K -2,347 Closed
APP
335
Avantax Planning Partners
Iowa
– -$89K -1,387 Closed
PGA
336
Premia Global Advisors
Florida
– -$28K -441 Closed
IWM
337
IHT Wealth Management
Illinois
– -$22K -361 Closed
SWP
338
Stratos Wealth Partners
Ohio
– -$14K -219 Closed
NSIM
339
North Star Investment Management
Illinois
– -$13K -200 Closed
FIB
340
First Interstate Bank
Montana
– -$11K -176 Closed
VFA
341
Valeo Financial Advisors
Indiana
– -$7K -103 Closed
LFA
342
Legacy Financial Advisors
Kentucky
– -$3K -60 Closed
PGWM
343
Parisi Gray Wealth Management
New Jersey
– -$3K -53 Closed
PHK
344
Point72 Hong Kong
Hong Kong
– -$1K -19 Closed
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