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

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.75M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
JIM
3
Jupiter Investment Management
United Kingdom
$0
4
MWNA
4
Marshall Wace North America
New York
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Paloma Partners
Connecticut
$462K +$117K +2,263 +34%
Squarepoint
152
Squarepoint
New York
$448K +$448K +8,667 New
BUB
153
BBVA USA Bancshares
Texas
$446K -$46K -890 -9%
RJA
154
Raymond James & Associates
Florida
$443K -$171K -3,307 -28%
AIM
155
Assured Investment Management
New York
$441K -$247K -4,782 -36%
PI
156
PineBridge Investments
New York
$438K +$124K +2,407 +40%
BC
157
Brinker Capital
Pennsylvania
$431K +$27.9K +540 +7%
GHCM
158
Glen Harbor Capital Management
California
$423K +$72K +1,394 +21%
CSS
159
Cubist Systematic Strategies
Connecticut
$416K +$416K +8,062 New
NIM
160
Needham Investment Management
New York
$413K +$155K +3,000 +60%
LPL Financial
161
LPL Financial
California
$412K +$412K +7,986 New
IFAM
162
Institutional & Family Asset Management
Colorado
$409K – – –
PA
163
Profund Advisors
Maryland
$405K -$57.3K -1,111 -12%
MM
164
Midas Management
New York
$398K +$398K +7,700 New
JG
165
Jefferies Group
New York
$387K +$172K +3,338 +80%
OA
166
Oak Associates
Ohio
$385K – – –
CGH
167
Crossmark Global Holdings
Texas
$380K -$15K -290 -4%
UCFA
168
United Capital Financial Advisors
Texas
$365K -$29.7K -575 -8%
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$363K -$52.6K -1,019 -13%
Wolverine Trading
170
Wolverine Trading
Illinois
$357K +$123K +2,388 +53%
SSWM
171
Sheets Smith Wealth Management
North Carolina
$354K +$4.24K +82 +1%
MCIM
172
Meadow Creek Investment Management
Georgia
$349K +$59.4K +1,148 +21%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$348K – – –
CAM
174
ClariVest Asset Management
California
$342K -$4.52M -87,479 -93%
ADEF
175
Adams Diversified Equity Fund
Maryland
$341K -$25.8K -500 -7%
5 6
7
8 9