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Advanced Energy
AEIS

Overview Fund Activity

164 hedge funds and large institutions have $921M invested in Advanced Energy in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
64
Reduced
49
Closed
25
Calls
$2.42M
Puts
$639K
Net Calls
+$1.78M
Net Calls Change
+$503K

Top Buyers

1
Invesco
Invesco
Georgia
$57.3M
2
GAM
Gotham Asset Management
New York
$20.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.1M
4
Ameriprise
Ameriprise
Minnesota
$65.3M
5
BFA
BlackRock Fund Advisors
California
$52.1M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$12.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.9M
3
RA
Royce & Associates
New York
$64.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
$0
5
HCMT
Highland Capital Management (Texas)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$325K +$4.75K +200 +1%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$320K – – –
WRM
128
Westport Resources Management
Connecticut
$312K +$56.9K +2,400 +22%
ACM
129
Alta Capital Management
Utah
$298K – – –
OA
130
OFI Advisors
Pennsylvania
$291K -$43K -1,816 -13%
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$270K -$433K -17,900 -62%
CIM
132
CIM Investment Management
Pennsylvania
$268K +$268K +11,301 New
CSS
133
Cubist Systematic Strategies
Connecticut
$265K +$132K +5,565 +99%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$261K – – –
TD Asset Management
135
TD Asset Management
Ontario, Canada
$258K +$16.6K +700 +7%
DTL
136
Dynamic Technology Lab
Singapore
$245K +$245K +10,343 New
Two Sigma Advisers
137
Two Sigma Advisers
New York
$240K -$23.7K -1,000 -9%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$235K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$234K -$5.5K -232 -2%
ProShare Advisors
140
ProShare Advisors
Maryland
$232K -$178K -7,497 -43%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$230K – – –
ARTA
142
A.R.T. Advisors
New York
$205K +$205K +8,672 New
PI
143
PineBridge Investments
New York
$201K +$8.46K +358 +4%
CIA
144
Capital Impact Advisors
Massachusetts
$199K – – –
SG Americas Securities
145
SG Americas Securities
New York
$182K +$182K +7,700 New
UBS Group
146
UBS Group
Switzerland
$149K +$149K +6,291 New
Legal & General Group
147
Legal & General Group
United Kingdom
$146K – – –
HR
148
Howe & Rusling
New York
$119K -$15.5K -650 -11%
FQ
149
First Quadrant
California
$64K +$64K +2,700 New
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$63K +$18.8K +791 +43%
4 5
6
7 8