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Advanced Energy
AEIS

Overview Fund Activity

312 hedge funds and large institutions have $3.07B invested in Advanced Energy in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+11
Holders Change %
+3.65%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
110
Reduced
119
Closed
34
Calls
$22.1M
Puts
$18.2M
Net Calls
+$3.89M
Net Calls Change
+$11.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$62.6M
2
AL
AJO LP
Pennsylvania
$48.9M
3
CAM
Cortina Asset Management
Wisconsin
$18.7M
4
CWAM
Columbia Wanger Asset Management
Illinois
$47.8M
5
PP
PDT Partners
New York
$12.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38.2M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$104M
3
Credit Agricole
Credit Agricole
France
$2.42M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$99.9M
5
RA
Royce & Associates
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$1.31M -$37.7K -467 -3%
B
152
Barings
North Carolina
$1.31M – – –
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.31M – – –
CTA
154
Chesley Taft & Associates
Illinois
$1.26M -$36.4K -450 -3%
GCP
155
GSA Capital Partners
United Kingdom
$1.25M -$1.12M -13,911 -47%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$1.24M +$23K +285 +2%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$1.21M +$1.21M +14,942 New
IGIM
158
I.G. Investment Management
Manitoba, Canada
$1.2M +$1.2M +14,910 New
RJA
159
Raymond James & Associates
Florida
$1.2M +$232K +2,870 +24%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$1.19M – – –
MAP
161
Moody Aldrich Partners
Massachusetts
$1.17M +$136K +1,686 +13%
Tudor Investment Corp
162
Tudor Investment Corp
Connecticut
$1.16M +$617K +7,640 +115%
AG
163
Aperio Group
California
$1.13M +$13.8K +171 +1%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M -$105K -1,300 -9%
Wolverine Trading
165
Wolverine Trading
Illinois
$1.11M +$288K +3,568 +35%
CL
166
CIM LLC
New York
$1.11M +$3.63K +45 +0.3%
NBC
167
Neuberger Berman Canada
Ontario, Canada
$1.03M -$123K -1,520 -11%
IA
168
IndexIQ Advisors
New York
$1.02M +$465K +5,753 +83%
SCM
169
Shelton Capital Management
Colorado
$1.02M -$28.8K -357 -3%
FRM
170
Fox Run Management
Connecticut
$1.01M +$1.01M +12,500 New
SBIA
171
Sheaff Brock Investment Advisors
Indiana
$1M -$46.1K -570 -4%
BUB
172
BBVA USA Bancshares
Texas
$1M -$76.8K -951 -7%
MAM
173
Martingale Asset Management
Massachusetts
$978K -$2.27M -28,104 -70%
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$955K +$19.4K +240 +2%
CGH
175
Crossmark Global Holdings
Texas
$954K +$954K +11,817 New
5 6
7
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