AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

294 hedge funds and large institutions have $2.19B invested in Advanced Energy in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-20
Holders Change %
-6.37%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
99
Reduced
119
Closed
53
Calls
$5.32M
Puts
$8.85M
Net Calls
-$3.52M
Net Calls Change
-$866K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$52.8M
2
Deutsche Bank
Deutsche Bank
Germany
$84.5M
3
Ameriprise
Ameriprise
Minnesota
$102M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.7M
5
RA
Royce & Associates
New York
$37.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
AL
AJO LP
Pennsylvania
$0
3
Victory Capital Management
Victory Capital Management
Texas
$15.4M
4
Millennium Management
Millennium Management
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$1.33M -$1.98M -34,029 -60%
GC
127
Globeflex Capital
California
$1.31M -$98.8K -1,700 -7%
Stifel Financial
128
Stifel Financial
Missouri
$1.28M -$8.96M -153,770 -88%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$1.25M -$294K -5,055 -19%
SEC
130
Seven Eight Capital
New York
$1.18M +$1.18M +20,294 New
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$1.18M -$111K -1,909 -9%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M -$337K -5,800 -23%
ZCM
133
Zebra Capital Management
Connecticut
$1.11M -$39.3K -676 -3%
FIM
134
Freedom Investment Management
Connecticut
$1.05M -$8.89K -153 -0.8%
CWM
135
Cornerstone Wealth Management
Missouri
$1.04M +$1.04M +60,890 New
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.02M – – –
MIM
137
MetLife Investment Management
New Jersey
$1M – – –
ECM
138
ETrade Capital Management
Virginia
$984K +$9.06K +156 +0.9%
KA
139
Kaizen Advisory
Illinois
$984K +$737K +12,700 +299%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$933K -$4.19M -72,128 -82%
VRS
141
Virginia Retirement Systems
Virginia
$918K -$1.02M -17,600 -53%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$905K -$187K -3,217 -17%
Macquarie Group
143
Macquarie Group
Australia
$883K -$87.1K -1,500 -9%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$856K – – –
Ninety One (UK)
145
Ninety One (UK)
United Kingdom
$818K -$27.6K -476 -3%
AG
146
Aperio Group
California
$811K +$5.34K +92 +0.7%
SAM
147
Shell Asset Management
Netherlands
$807K -$43K -740 -5%
AIM
148
Assured Investment Management
New York
$774K -$7.68M -132,176 -91%
GC
149
Guggenheim Capital
Illinois
$766K -$994K -17,121 -56%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$747K +$4.64K +80 +0.6%
4 5
6
7 8