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Advanced Energy
AEIS

Overview Fund Activity

226 hedge funds and large institutions have $1.92B invested in Advanced Energy in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-27
Holders Change %
-10.67%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
87
Reduced
83
Closed
47
Calls
$2.92M
Puts
$3.14M
Net Calls
-$223K
Net Calls Change
+$1.14M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$192M
2
Deutsche Bank
Deutsche Bank
Germany
$13.5M
3
Goldman Sachs
Goldman Sachs
New York
$14.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$19.1M
5
Fidelity International
Fidelity International
Bermuda
$8.87M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$16.1M
2
BlackRock
BlackRock
New York
$270M
3
Franklin Resources
Franklin Resources
California
$39.4M
4
CCP
Clough Capital Partners
Massachusetts
$0
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$679K +$679K +14,006 New
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$655K +$18.7K +386 +3%
MSA
128
Mason Street Advisors
Wisconsin
$647K – – –
PPCM
129
Pillar Pacific Capital Management
California
$616K +$146K +3,000 +31%
KBC Group
130
KBC Group
Belgium
$613K -$280K -5,771 -31%
SG Americas Securities
131
SG Americas Securities
New York
$601K -$37.3K -770 -6%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$576K +$7.28K +150 +1%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$559K +$243K +5,018 +77%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$555K +$8.24K +170 +2%
FIM
135
Freedom Investment Management
Connecticut
$532K -$2.98K -42 -0.6%
BC
136
Brinker Capital
Pennsylvania
$517K -$11.8K -243 -2%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$511K -$123K -2,530 -19%
BUB
138
BBVA USA Bancshares
Texas
$508K +$84.1K +1,735 +20%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$482K -$24.3K -500 -5%
M&T Bank
140
M&T Bank
New York
$439K +$61K +1,259 +16%
ASRS
141
Arizona State Retirement System
Arizona
$436K -$802K -16,547 -65%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$386K +$104K +2,145 +37%
AWM
143
AE Wealth Management
Kansas
$355K +$355K +7,320 New
SF
144
Synovus Financial
Georgia
$348K +$78K +1,635 +29%
AB
145
Amalgamated Bank
New York
$345K -$11.5K -238 -3%
XK
146
Xact Kapitalforvaltning
Sweden
$341K – – –
SSWM
147
Sheets Smith Wealth Management
North Carolina
$328K +$21.4K +441 +7%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$327K – – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$308K -$203K -4,483 -40%
ECM
150
Everence Capital Management
Indiana
$305K – – –
4 5
6
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