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Advanced Energy
AEIS

Overview Fund Activity

226 hedge funds and large institutions have $1.8B invested in Advanced Energy in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
226
Holders Change
+22
Holders Change %
+10.78%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
72
Reduced
85
Closed
16
Calls
$1.42M
Puts
$1.73M
Net Calls
-$314K
Net Calls Change
-$1.49M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$40.4M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$18.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Bank of America
4
Bank of America
North Carolina
$72.1M
5
BFA
5
BlackRock Fund Advisors
California
$130M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$47.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$47.2M
3
PIMC
3
Praesidium Investment Management Company
New York
$82.1M
4
BIM
4
Bogle Investment Management
Massachusetts
$0
5
RA
5
Royce & Associates
New York
$42.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$828K 17,673 +895 +5%
VKH
127
Virtu KCG Holdings
New York
$805K 17,013 +17,013 New
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$767K 16,200 +2,000 +14%
LCG
129
Lisanti Capital Growth
New York
$752K 15,900 +2,595 +20%
OA
130
Oak Associates
Ohio
$732K 15,350 – –
BPM
131
Bowling Portfolio Management
Ohio
$685K 14,468 +14,468 New
EI
132
EAM Investors
California
$668K 14,123 -14,355 -50%
GC
133
Guggenheim Capital
Illinois
$662K 13,983 -25,524 -65%
GT
134
Glenmede Trust
Pennsylvania
$655K 13,849 – –
CCMH
135
Cornerstone Capital Management Holdings
New York
$654K 13,828 +4,922 +55%
FCH
136
Freestone Capital Holdings
Washington
$641K 13,554 -9,037 -40%
BUB
137
BBVA USA Bancshares
Texas
$623K 13,159 +5,272 +67%
ZIM
138
Zacks Investment Management
Illinois
$594K 12,550 -240 -2%
1GA
139
1st Global Advisors
Texas
$585K 12,359 +12,359 New
EVM
140
Eaton Vance Management
Massachusetts
$570K 12,037 -1,000 -8%
CAM
141
Capstone Asset Management
Texas
$557K 11,777 -200 -2%
PPCM
142
Pillar Pacific Capital Management
California
$553K 11,700 -2,000 -15%
FCBT
143
First Citizens Bank & Trust
North Carolina
$543K 11,472 -9,172 -44%
CCA
144
Catalyst Capital Advisors
New York
$513K 10,850 -1,150 -10%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$512K 10,819 +10,819 New
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$489K 10,338 -8,078 -44%
GFG
147
Gray Financial Group
Georgia
$474K 10,012 -762 -7%
PAM
148
Princeton Alpha Management
New Jersey
$473K 10,000 -2,045 -17%
UFF
149
USA Financial Formulas
Michigan
$462K 9,771 +9,771 New
Stifel Financial
150
Stifel Financial
Missouri
$449K 9,549 -772 -7%
4 5
6
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