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Advanced Energy
AEIS

Overview Fund Activity

223 hedge funds and large institutions have $2.21B invested in Advanced Energy in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-18
Holders Change %
-7.47%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
67
Reduced
82
Closed
40
Calls
$2.68M
Puts
$2.42M
Net Calls
+$263K
Net Calls Change
-$225K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$88.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$198M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$19.1M
4
Franklin Resources
4
Franklin Resources
California
$81.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.7M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$8.02M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$2.21M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$71M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$829K – – –
KBC Group
102
KBC Group
Belgium
$816K – – –
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$808K -$83.7K -1,488 -9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$775K +$200K +3,565 +35%
Citigroup
105
Citigroup
New York
$771K -$750K -13,323 -49%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$765K – – –
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$737K -$957 -17 -0.1%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$734K +$4.78K +85 +0.7%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$732K +$8.1K +144 +1%
MSA
110
Mason Street Advisors
Wisconsin
$718K +$27.8K +494 +4%
SG Americas Securities
111
SG Americas Securities
New York
$706K -$178K -3,156 -20%
ZCM
112
Zebra Capital Management
Connecticut
$703K -$433K -7,696 -38%
SCM
113
Shelton Capital Management
Colorado
$698K +$663K +11,783 +1,891%
LPL Financial
114
LPL Financial
California
$695K -$7.88K -140 -1%
Holocene Advisors
115
Holocene Advisors
New York
$681K -$37.1K -660 -5%
Stifel Financial
116
Stifel Financial
Missouri
$681K +$126K +2,237 +23%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$652K – – –
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$643K -$94.5K -1,680 -13%
SRAM
119
Stone Ridge Asset Management
New York
$611K – – –
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$587K – – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$572K +$179K +3,177 +45%
PPCM
122
Pillar Pacific Capital Management
California
$569K – – –
BC
123
Brinker Capital
Pennsylvania
$554K -$7.21K -128 -1%
GHCM
124
Glen Harbor Capital Management
California
$534K +$72.7K +1,292 +16%
FIM
125
Freedom Investment Management
Connecticut
$493K -$204K -3,623 -29%
3 4
5
6 7