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Advanced Energy
AEIS

Overview Fund Activity

228 hedge funds and large institutions have $2.22B invested in Advanced Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
69
Reduced
73
Closed
28
Calls
$2.43M
Puts
$2.44M
Net Calls
-$11K
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M
2
Victory Capital Management
2
Victory Capital Management
Texas
$110M
3
Ameriprise
3
Ameriprise
Minnesota
$124M
4
BlackRock
4
BlackRock
New York
$329M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$46.6M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$56.8M
3
Franklin Resources
3
Franklin Resources
California
$72.9M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$20.8M
5
RA
5
Royce & Associates
New York
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
126
Glen Harbor Capital Management
California
$545K – – –
BFM
127
Boothbay Fund Management
New York
$542K +$542K +9,433 New
Wellington Management Group
128
Wellington Management Group
Massachusetts
$525K +$525K +9,143 New
FIM
129
Freedom Investment Management
Connecticut
$517K +$13.6K +236 +3%
QIM
130
Quantitative Investment Management
Virginia
$509K +$509K +8,880 New
SRAM
131
Stone Ridge Asset Management
New York
$491K -$132K -2,300 -21%
AQR Capital Management
132
AQR Capital Management
Connecticut
$481K -$478K -8,320 -50%
MCIM
133
Meadow Creek Investment Management
Georgia
$448K – – –
AB
134
Amalgamated Bank
New York
$406K -$6.95K -121 -2%
XK
135
Xact Kapitalforvaltning
Sweden
$404K – – –
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$400K +$73.7K +1,283 +23%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$387K – – –
Verition Fund Management
138
Verition Fund Management
Connecticut
$379K +$379K +6,594 New
RJFSA
139
Raymond James Financial Services Advisors
Florida
$378K -$77.7K -1,354 -17%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$377K -$2.3K -40 -0.6%
ECM
141
Everence Capital Management
Indiana
$361K – – –
RJA
142
Raymond James & Associates
Florida
$356K -$6.38K -111 -2%
EP
143
Elkfork Partners
Oregon
$352K – – –
CCIA
144
Campbell & Co Investment Adviser
Maryland
$347K +$347K +6,041 New
WG
145
Winton Group
United Kingdom
$345K +$345K +6,010 New
M&T Bank
146
M&T Bank
New York
$344K +$23.9K +416 +7%
FA
147
FDx Advisors
Illinois
$341K +$126K +2,189 +58%
Cerity Partners
148
Cerity Partners
New York
$337K +$1.44K +25 +0.4%
GCP
149
GSA Capital Partners
United Kingdom
$309K +$309K +5,387 New
ProShare Advisors
150
ProShare Advisors
Maryland
$305K +$8.11K +141 +3%
4 5
6
7 8