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Advanced Energy
AEIS

Overview Fund Activity

228 hedge funds and large institutions have $2.22B invested in Advanced Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
69
Reduced
73
Closed
28
Calls
$2.43M
Puts
$2.44M
Net Calls
-$11K
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$227M
2
Victory Capital Management
Victory Capital Management
Texas
$110M
3
Ameriprise
Ameriprise
Minnesota
$124M
4
BlackRock
BlackRock
New York
$329M
5
ACB
Aristotle Capital Boston
Massachusetts
$46.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$56.8M
3
Franklin Resources
Franklin Resources
California
$72.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$20.8M
5
RA
Royce & Associates
New York
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
176
Quantbot Technologies
New York
$84K -$64.5K -1,129 -43%
MOACM
177
Mutual of America Capital Management
New York
$82K +$3.62K +63 +5%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K +$2.13K +37 +3%
LIA
179
LS Investment Advisors
Michigan
$63K -$4.21K -73 -6%
FPS
180
Fieldpoint Private Securities
Connecticut
$62K -$5.14K -90 -8%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$54K -$1.28K -22 -2%
WEC
182
Winslow Evans & Crocker
Massachusetts
$52K – – –
SWA
183
Sutton Wealth Advisors
Florida
$51.3K – – –
IA
184
IFP Advisors
Florida
$48K +$48K +835 New
TRCT
185
Tower Research Capital (TRC)
New York
$41K -$22.6K -389 -35%
Fuller & Thaler Asset Management
186
Fuller & Thaler Asset Management
California
$41K -$21.6K -379 -34%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$36.7K -$1.32K -23 -3%
PHK
188
Point72 Hong Kong
Hong Kong
$31K +$30K +525 +2,917%
GRP
189
Global Retirement Partners
California
$26K -$3.09K -53 -11%
S
190
SignatureFD
Georgia
$24K – – –
VCM
191
Versant Capital Management
Arizona
$22K -$7.37K -130 -25%
QCG
192
Quadrant Capital Group
Ohio
$17K -$30.1K -586 -64%
FCMT
193
Founders Capital Management (Texas)
Texas
$17K – – –
EW
194
Evoke Wealth
California
$16.2K +$16.2K +283 New
FHA
195
First Horizon Advisors
Tennessee
$15K – – –
PCG
196
Private Capital Group
Connecticut
$10K -$26.9K -471 -73%
HNB
197
Huntington National Bank
Ohio
$9K – – –
CFG
198
Citizens Financial Group
Rhode Island
$8K – – –
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$8K – – –
Lazard Asset Management
200
Lazard Asset Management
New York
$8K +$8K +144 New
6 7
8
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