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Advanced Energy
AEIS

Overview Fund Activity

198 hedge funds and large institutions have $1.35B invested in Advanced Energy in 2016 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+24
Holders Change %
+13.79%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
43
Increased
69
Reduced
65
Closed
19
Calls
$1.81M
Puts
$827K
Net Calls
+$979K
Net Calls Change
+$838K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$27.8M
2
CCI
2
Columbus Circle Investors
$14.2M
3
NI
3
Numeric Investors
Massachusetts
$26.3M
4
RHJA
4
Rice Hall James & Associates
California
$11M
5
Bank of America
5
Bank of America
North Carolina
$48.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$106M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$55.6M
3
RA
3
Royce & Associates
New York
$40.4M
4
Prudential Financial
4
Prudential Financial
New Jersey
$16.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
176
Prelude Capital Management
New York
$60K +$60K +1,733 New
LIA
177
LS Investment Advisors
Michigan
$49K +$4.1K +118 +9%
VCM
178
Versant Capital Management
Arizona
$44K -$9.04K -261 -17%
SWA
179
Sutton Wealth Advisors
Florida
$33.2K +$33.2K +954 New
TDC
180
Thompson Davis & Co
Virginia
$28K +$28K +799 New
Walleye Trading
181
Walleye Trading
New York
$23K +$23K +662 New
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$14K +$3.26K +100 +30%
MA
183
MUFG Americas
New York
$11K +$11K +320 New
HNB
184
Huntington National Bank
Ohio
$10K +$10K +400 New
Geode Capital Management
185
Geode Capital Management
Massachusetts
$9.67K +$611 +17,566 +7%
MWP
186
MYCIO Wealth Partners
Pennsylvania
$9K – – –
FIB
187
First Interstate Bank
Montana
$9K +$9K +267 New
S
188
SignatureFD
Georgia
$8K – – –
TRCT
189
Tower Research Capital (TRC)
New York
$7K -$13.9K -418 -66%
HR
190
Howe & Rusling
New York
$5K +$5K +142 New
FHA
191
First Horizon Advisors
Tennessee
$5K +$5K +170 New
CG
192
Cutler Group
California
$5K +$5K +171 New
Bessemer Group
193
Bessemer Group
New Jersey
$4K +$4K +120 New
LNB
194
Ledyard National Bank
$3K – – –
GAM
195
Gemmer Asset Management
California
$2K – – –
TWA
196
TCI Wealth Advisors
Arizona
$2K +$2K +57 New
SEI Investments
197
SEI Investments
Pennsylvania
$1K +$1K +16 New
QCG
198
Quadrant Capital Group
Ohio
$1K +$1K +39 New
BGIM
199
Brandywine Global Investment Management
Pennsylvania
– -$4.62M -163,794 Closed
IMOV
200
Investment Management of Virginia
Virginia
– -$3.23M -114,380 Closed
5 6 7
8
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