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Advanced Energy
AEIS

Overview Fund Activity

312 hedge funds and large institutions have $3.07B invested in Advanced Energy in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+11
Holders Change %
+3.65%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
110
Reduced
119
Closed
34
Calls
$22.1M
Puts
$18.2M
Net Calls
+$3.89M
Net Calls Change
+$11.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$42.1M
2
AL
AJO LP
Pennsylvania
+$25.9M
3
CAM
Cortina Asset Management
Wisconsin
+$18.7M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$14.3M
5
PP
PDT Partners
New York
+$12.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.5M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$18M
3
Credit Agricole
Credit Agricole
France
-$15M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11.8M
5
RA
Royce & Associates
New York
-$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
176
Quantbot Technologies
New York
$917K -$615K -7,616 -40%
SCM
177
Stevens Capital Management
Pennsylvania
$901K -$425K -5,262 -32%
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$890K +$890K +11,023 New
CCA
179
Catalyst Capital Advisors
New York
$888K -$323K -4,000 -27%
DZ Bank
180
DZ Bank
Germany
$868K -$96.4K -1,195 -10%
PPCM
181
Pillar Pacific Capital Management
California
$861K – – –
EF
182
Empowered Funds
Pennsylvania
$821K +$121K +1,493 +17%
MSA
183
Mason Street Advisors
Wisconsin
$817K +$24.9K +308 +3%
OA
184
Oak Associates
Ohio
$813K – – –
ZIM
185
ZPR Investment Management
Florida
$803K -$9.13K -113 -1%
ADEF
186
Adams Diversified Equity Fund
Maryland
$800K -$32.3K -400 -4%
CI
187
Cavalier Investments
Georgia
$711K +$404K +5,000 +132%
PIA
188
Piedmont Investment Advisors
North Carolina
$703K +$8.16K +101 +1%
KI
189
Koch Industries
Kansas
$654K -$125K -1,543 -16%
IFAM
190
Institutional & Family Asset Management
Colorado
$639K +$240K +2,972 +60%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$638K +$4.04K +50 +0.6%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$598K -$114K -1,414 -16%
FA
193
FDx Advisors
Illinois
$590K +$332K +4,110 +129%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$589K +$54.2K +671 +10%
COI
195
Connable Office Inc
Michigan
$582K -$32.7K -405 -5%
BC
196
Brinker Capital
Pennsylvania
$582K +$582K +7,211 New
SSWM
197
Sheets Smith Wealth Management
North Carolina
$570K -$12.1K -150 -2%
PCM
198
Piermont Capital Management
Missouri
$544K +$544K +6,730 New
UFF
199
USA Financial Formulas
Michigan
$533K +$533K +6,595 New
HSBC Holdings
200
HSBC Holdings
United Kingdom
$521K +$521K +6,452 New
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