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Advanced Energy
AEIS

Overview Fund Activity

174 hedge funds and large institutions have $1.01B invested in Advanced Energy in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
65
Reduced
59
Closed
18
Calls
$752K
Puts
$646K
Net Calls
+$106K
Net Calls Change
-$1.67M

Top Buyers

1
PIMC
1
Praesidium Investment Management Company
New York
$27.4M
2
Ameriprise
2
Ameriprise
Minnesota
$93.6M
3
FMA
3
Fiduciary Management Associates
Illinois
$16.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$15.4M
5
Bank of America
5
Bank of America
North Carolina
$12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.4M
2
RA
2
Royce & Associates
New York
$49.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
FCM
4
Frontier Capital Management
Massachusetts
$0
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Capstone Asset Management
Texas
$413K -$4.62K -180 -1%
OA
127
Oak Associates
Ohio
$394K – – –
EVM
128
Eaton Vance Management
Massachusetts
$386K +$386K +15,038 New
FM
129
Forward Management
California
$385K +$385K +15,000 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$373K +$356K +13,867 +2,033%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$364K +$17.9K +700 +5%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$362K +$10.3K +400 +3%
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$360K +$360K +14,012 New
PPCM
134
Pillar Pacific Capital Management
California
$352K -$20.6K -800 -6%
WRM
135
Westport Resources Management
Connecticut
$337K – – –
OA
136
OFI Advisors
Pennsylvania
$323K +$7.35K +286 +2%
SG Americas Securities
137
SG Americas Securities
New York
$307K +$109K +4,250 +55%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$292K -$72.2K -2,813 -20%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$282K – – –
TD Asset Management
140
TD Asset Management
Ontario, Canada
$280K – – –
CSS
141
Cubist Systematic Strategies
Connecticut
$277K -$9.54K -372 -3%
GFG
142
Gray Financial Group
Georgia
$276K +$276K +10,774 New
Citigroup
143
Citigroup
New York
$271K -$536K -20,911 -66%
PI
144
PineBridge Investments
New York
$254K +$35.9K +1,399 +16%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$239K -$1.03M -40,181 -81%
ProShare Advisors
146
ProShare Advisors
Maryland
$230K -$20.8K -812 -8%
CCMH
147
Cornerstone Capital Management Holdings
New York
$192K -$366K -14,300 -66%
MERSOM
148
Municipal Employees' Retirement System of Michigan
Michigan
$182K -$66.6K -2,600 -27%
Legal & General Group
149
Legal & General Group
United Kingdom
$179K +$21.8K +847 +14%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$178K -$75.4K -2,935 -30%
4 5
6
7 8