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Advanced Energy
AEIS

Overview Fund Activity

269 hedge funds and large institutions have $1.97B invested in Advanced Energy in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-25
Holders Change %
-8.5%
% of All Funds
6.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
86
Reduced
104
Closed
53
Calls
$6.07M
Puts
$9.12M
Net Calls
-$3.06M
Net Calls Change
+$469K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.4M
2
LSV Asset Management
LSV Asset Management
Illinois
$42.9M
3
ClearBridge Investments
ClearBridge Investments
New York
$19.1M
4
ICOM
Investment Counselors of Maryland
Maryland
$18.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$86.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.75M
2
PIMC
Praesidium Investment Management Company
New York
$0
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
MWNA
Marshall Wace North America
New York
$0
5
Victory Capital Management
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Aperio Group
California
$822K +$101K +1,954 +14%
Jacobs Levy Equity Management
127
Jacobs Levy Equity Management
New Jersey
$771K +$771K +14,930 New
Walleye Trading
128
Walleye Trading
New York
$765K +$203K +3,936 +36%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$761K – – –
GC
130
Guggenheim Capital
Illinois
$752K +$70.9K +1,373 +10%
SAM
131
Shell Asset Management
Netherlands
$718K – – –
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$681K -$124K -2,396 -15%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$669K +$4.65K +90 +0.7%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$658K – – –
B
135
Barings
North Carolina
$651K – – –
SCM
136
Shelton Capital Management
Colorado
$648K +$70K +1,356 +12%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$642K -$344K -6,662 -35%
DZ Bank
138
DZ Bank
Germany
$632K – – –
SRAM
139
Stone Ridge Asset Management
New York
$627K +$235K +4,552 +60%
MSA
140
Mason Street Advisors
Wisconsin
$599K +$12K +233 +2%
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$585K -$912K -17,642 -61%
SGI
142
Summit Global Investments
Utah
$584K +$41.3K +800 +8%
ARTA
143
A.R.T. Advisors
New York
$545K +$545K +10,564 New
PPCM
144
Pillar Pacific Capital Management
California
$532K – – –
O
145
OppenheimerFunds
New York
$508K +$109K +2,114 +27%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$482K +$52.6K +1,019 +12%
BCM
147
Bridgeway Capital Management
Texas
$480K – – –
BPM
148
Bowling Portfolio Management
Ohio
$474K -$865K -16,733 -65%
AA
149
ALPS Advisors
Colorado
$469K -$101K -1,952 -18%
PIA
150
Piedmont Investment Advisors
North Carolina
$465K -$7.79K -151 -2%
4 5
6
7 8