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Advanced Energy
AEIS

Overview Fund Activity

301 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+15
Holders Change %
+5.24%
% of All Funds
7.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
100
Reduced
118
Closed
31
Calls
$8.09M
Puts
$15.4M
Net Calls
-$7.35M
Net Calls Change
+$3.86M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$26.8M
2
AL
AJO LP
Pennsylvania
$18.4M
3
BlackRock
BlackRock
New York
$332M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.6M
5
Victory Capital Management
Victory Capital Management
Texas
$16.5M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$29.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.79M
3
NI
Numeric Investors
Massachusetts
$14.2M
4
AIM
Artemis Investment Management
United Kingdom
$4.33M
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
176
Wolverine Trading
Illinois
$667K +$667K +10,229 New
ADEF
177
Adams Diversified Equity Fund
Maryland
$666K -$116K -1,800 -15%
CG
178
Cutler Group
California
$662K +$374K +5,784 +130%
LCG
179
Lisanti Capital Growth
New York
$658K -$86.3K -1,334 -12%
OA
180
Oak Associates
Ohio
$651K -$167K -2,580 -20%
ZIM
181
ZPR Investment Management
Florida
$650K -$58.2K -900 -8%
MSA
182
Mason Street Advisors
Wisconsin
$634K +$33.4K +517 +6%
KI
183
Koch Industries
Kansas
$623K +$389K +6,021 +166%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$570K – – –
SM
185
Sciencast Management
New Jersey
$563K +$563K +8,700 New
EF
186
Empowered Funds
Pennsylvania
$561K -$177K -2,739 -24%
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$561K -$99.2K -1,533 -15%
Nomura Holdings
188
Nomura Holdings
Japan
$557K +$557K +8,598 New
PIA
189
Piedmont Investment Advisors
North Carolina
$556K +$556K +8,600 New
TI
190
Trexquant Investment
Connecticut
$513K +$513K +7,928 New
SOADOR
191
State of Alaska Department of Revenue
Alaska
$507K +$223K +3,460 +79%
PA
192
Profund Advisors
Maryland
$505K +$44.8K +693 +10%
COI
193
Connable Office Inc
Michigan
$492K – – –
CSS
194
Cubist Systematic Strategies
Connecticut
$485K +$906 +14 +0.2%
BRWA
195
B. Riley Wealth Advisors
Florida
$484K -$46.6K -718 -9%
NIPH
196
NN Investment Partners Holdings
Netherlands
$474K +$474K +7,334 New
SSWM
197
Sheets Smith Wealth Management
North Carolina
$466K – – –
AA
198
ALPS Advisors
Colorado
$466K +$1.23K +19 +0.3%
IA
199
IndexIQ Advisors
New York
$446K +$446K +6,891 New
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$431K +$431K +6,665 New
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