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Advanced Energy
AEIS

Overview Fund Activity

249 hedge funds and large institutions have $1.6B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
75
Reduced
90
Closed
52
Calls
$2.03M
Puts
$3.25M
Net Calls
-$1.22M
Net Calls Change
+$1.83M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.2M
2
KCM
2
Kennedy Capital Management
Missouri
$12.8M
3
Franklin Resources
3
Franklin Resources
California
$57.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$34M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$25.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$7.43M
4
HAM
4
Hillcrest Asset Management
Texas
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSA
126
Mason Street Advisors
Wisconsin
$513K 11,953 +363 +3%
Pacer Advisors
127
Pacer Advisors
Pennsylvania
$499K 11,614 +5,016 +76%
TA
128
Teton Advisors
New York
$481K 11,200 +11,200 New
QT
129
Quantbot Technologies
New York
$480K 11,200 -5,996 -35%
CSS
130
Cubist Systematic Strategies
Connecticut
$475K 11,056 +2,994 +37%
PI
131
PineBridge Investments
New York
$455K 10,587 +2,113 +25%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$448K 10,435 -2,000 -16%
LPL Financial
133
LPL Financial
California
$444K 10,336 +2,350 +29%
OTPPB
134
Ontario Teachers' Pension Plan Board
Ontario, Canada
$444K 10,337 +10,337 New
PPCM
135
Pillar Pacific Capital Management
California
$443K 10,300 – –
EGM
136
Engineers Gate Manager
New York
$418K 9,726 -53,117 -85%
ADEF
137
Adams Diversified Equity Fund
Maryland
$412K 9,600 +3,000 +45%
OA
138
Oak Associates
Ohio
$407K 9,470 +2,010 +27%
PIA
139
Piedmont Investment Advisors
North Carolina
$393K 9,157 +145 +2%
O
140
OppenheimerFunds
New York
$390K 9,076 -755 -8%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$390K 9,087 +2,859 +46%
BC
142
Brinker Capital
Pennsylvania
$375K 8,743 +406 +5%
AA
143
ALPS Advisors
Colorado
$371K 8,653 -429 -5%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$352K 8,209 -9,162 -53%
GHCM
145
Glen Harbor Capital Management
California
$352K 8,194 – –
MSL
146
Mackay Shields LLC
New York
$352K 8,200 +8,200 New
IFAM
147
Institutional & Family Asset Management
Colorado
$340K 7,918 – –
MM
148
Midas Management
New York
$331K 7,700 – –
Cerity Partners
149
Cerity Partners
New York
$305K 7,106 +2,355 +50%
XK
150
Xact Kapitalforvaltning
Sweden
$302K 7,037 +800 +13%
4 5
6
7 8