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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 %
BCM
151
Bayesian Capital Management
New York
$286K +$5.48K +113 +2%
CGH
152
Crossmark Global Holdings
Texas
$279K – – –
YMRC
153
Yorktown Management & Research Company
Virginia
$267K +$112K +2,300 +72%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$260K +$31.2K +646 +14%
TCM
155
Teza Capital Management
Illinois
$258K -$76.4K -1,577 -23%
Walleye Trading
156
Walleye Trading
New York
$256K +$256K +5,273 New
Fuller & Thaler Asset Management
157
Fuller & Thaler Asset Management
California
$252K +$215K +4,432 +583%
RJA
158
Raymond James & Associates
Florida
$248K -$903K -18,626 -78%
RR
159
Robotti Robert
$229K – – –
EVM
160
Eaton Vance Management
Massachusetts
$226K +$583 +12 +0.3%
LNB
161
Ledyard National Bank
$224K +$40.3K +830 +22%
DCM
162
Dean Capital Management
Kansas
$213K +$213K +4,390 New
FCBT
163
First Citizens Bank & Trust
North Carolina
$211K +$30.7K +633 +17%
CSS
164
Cubist Systematic Strategies
Connecticut
$207K +$207K +4,273 New
IFS
165
Ifrah Financial Services
Arkansas
$205K +$3.73K +77 +2%
FA
166
FDx Advisors
Illinois
$204K -$78.3K -1,613 -28%
VCA
167
Verdence Capital Advisors
Maryland
$201K +$201K +4,136 New
AIP
168
Ameritas Investment Partners
Nebraska
$165K +$6.59K +136 +4%
Osaic Holdings
169
Osaic Holdings
Arizona
$162K +$162K +3,326 New
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$143K – – –
LIA
171
LS Investment Advisors
Michigan
$131K – – –
SO
172
STRS Ohio
Ohio
$96K – – –
IFAM
173
Institutional & Family Asset Management
Colorado
$91K – – –
AT
174
Arden Trust
Delaware
$90K +$90K +1,862 New
MOACM
175
Mutual of America Capital Management
New York
$80K +$14.1K +293 +21%
5 6
7
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