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Advanced Energy
AEIS

Overview Fund Activity

286 hedge funds and large institutions have $2.58B invested in Advanced Energy in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
7.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
86
Reduced
114
Closed
26
Calls
$7.72M
Puts
$18.9M
Net Calls
-$11.2M
Net Calls Change
-$5.59M

Top Buyers

1
BlackRock
BlackRock
New York
$341M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41M
3
AIM
Artemis Investment Management
United Kingdom
$19.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$258M
5
Millennium Management
Millennium Management
New York
$10.6M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$55.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10M
4
Ameriprise
Ameriprise
Minnesota
$30.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$604K – – –
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$587K +$370K +5,406 +170%
RFCA
178
R&F Capital Advisors
New York
$569K +$46.4K +677 +9%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$563K -$46K -671 -8%
BRWA
180
B. Riley Wealth Advisors
Florida
$562K +$91.2K +1,328 +19%
UFF
181
USA Financial Formulas
Michigan
$538K +$538K +7,850 New
UCFA
182
United Capital Financial Advisors
Texas
$527K -$117K -1,700 -18%
COI
183
Connable Office Inc
Michigan
$522K -$37K -540 -7%
CSS
184
Cubist Systematic Strategies
Connecticut
$513K -$21.1K -308 -4%
EI
185
EAM Investors
California
$507K -$260K -3,784 -34%
SSWM
186
Sheets Smith Wealth Management
North Carolina
$494K – – –
B
187
Barings
North Carolina
$494K +$494K +7,200 New
AA
188
ALPS Advisors
Colorado
$493K -$156K -2,274 -24%
PA
189
Profund Advisors
Maryland
$488K -$15.7K -229 -3%
GA
190
Geneva Advisors
Illinois
$486K +$486K +7,085 New
TI
191
Turner Investments
Pennsylvania
$480K -$34.3K -500 -7%
CANY
192
Caxton Associates (New York)
New York
$452K +$452K +6,600 New
PP
193
Paloma Partners
Connecticut
$444K -$858K -12,538 -66%
HCM
194
HMS Capital Management
Tennessee
$444K +$444K +5,942 New
EVM
195
Eaton Vance Management
Massachusetts
$414K -$4.45K -65 -1%
GT
196
Glenmede Trust
Pennsylvania
$413K – – –
O
197
OppenheimerFunds
New York
$408K +$60.8K +887 +18%
BC
198
Brinker Capital
Pennsylvania
$396K +$14K +204 +4%
ProShare Advisors
199
ProShare Advisors
Maryland
$375K -$120K -1,757 -24%
RR
200
Robotti Robert
$365K – – –
6 7
8
9 10