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Advanced Energy
AEIS

Overview Fund Activity

260 hedge funds and large institutions have $2.08B invested in Advanced Energy in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+34
Holders Change %
+15.04%
% of All Funds
6.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
91
Reduced
83
Closed
20
Calls
$4.42M
Puts
$10M
Net Calls
-$5.62M
Net Calls Change
-$5.31M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$77.9M
2
BFA
BlackRock Fund Advisors
California
$167M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$63.8M
4
HAM
Hillcrest Asset Management
Texas
$7.64M
5
BIT
BlackRock Institutional Trust
California
$63M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
PIMC
Praesidium Investment Management Company
New York
$75.6M
3
CCI
Columbus Circle Investors
$9.39M
4
Ameriprise
Ameriprise
Minnesota
$36.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
Paloma Partners
Connecticut
$1.04M -$294K -5,377 -22%
UBS AM
127
UBS AM
Illinois
$1.03M -$499K -9,107 -33%
VKH
128
Virtu KCG Holdings
New York
$989K +$57.6K +1,052 +6%
HW
129
Hancock Whitney
Mississippi
$981K +$6.19K +113 +0.6%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$974K -$220K -4,020 -18%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$969K +$479K +8,750 +98%
Lazard Asset Management
132
Lazard Asset Management
New York
$941K -$860K -15,723 -48%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$907K -$761K -13,909 -46%
PI
134
PineBridge Investments
New York
$904K +$628K +11,460 +227%
SBIA
135
Sheaff Brock Investment Advisors
Indiana
$901K +$901K +16,465 New
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$881K -$76.6K -1,400 -8%
ADEF
137
Adams Diversified Equity Fund
Maryland
$881K +$476K +8,700 +118%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$876K -$82.1K -1,500 -9%
LPL Financial
139
LPL Financial
California
$868K -$101K -1,836 -10%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$862K -$24.6K -450 -3%
BUB
141
BBVA USA Bancshares
Texas
$861K +$141K +2,575 +20%
OA
142
Oak Associates
Ohio
$840K – – –
ECM
143
ETrade Capital Management
Virginia
$814K +$814K +14,870 New
SCM
144
Shelton Capital Management
Colorado
$791K -$192K -3,500 -20%
CCMH
145
Cornerstone Capital Management Holdings
New York
$773K +$16.4K +300 +2%
NAM
146
NorthCoast Asset Management
Connecticut
$757K +$757K +13,819 New
FCH
147
Freestone Capital Holdings
Washington
$743K – – –
Wolverine Trading
148
Wolverine Trading
Illinois
$702K +$236K +4,320 +51%
BPM
149
Bowling Portfolio Management
Ohio
$696K -$96.1K -1,755 -12%
CAM
150
Capstone Asset Management
Texas
$690K +$45.4K +830 +7%
4 5
6
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