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Advanced Energy
AEIS

Overview Fund Activity

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
$23.8M
2
Victory Capital Management
Victory Capital Management
Texas
$160M
3
CRCP
Copper Rock Capital Partners
Massachusetts
$21.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.9M
5
RI
Redwood Investments
Massachusetts
$19.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
2
Renaissance Technologies
Renaissance Technologies
New York
$45.6M
3
Franklin Resources
Franklin Resources
California
$71.1M
4
AIM
Artemis Investment Management
United Kingdom
$22.9M
5
Man Group
Man Group
United Kingdom
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFW
176
CA Family Wealth
California
$289K +$289K +4,054 New
PA
177
Profund Advisors
Maryland
$279K -$77.2K -1,086 -22%
SM
178
Sciencast Management
New Jersey
$276K +$276K +3,871 New
LNB
179
Ledyard National Bank
$269K +$269K +3,783 New
FCBT
180
First Citizens Bank & Trust
North Carolina
$265K -$18.5K -259 -7%
HP
181
Hikari Power
Japan
$260K – – –
UCFA
182
United Capital Financial Advisors
Texas
$235K +$235K +3,300 New
AI
183
Atria Investments
North Carolina
$235K +$235K +3,302 New
AIP
184
Ameritas Investment Partners
Nebraska
$233K -$5.35K -75 -2%
COI
185
Connable Office Inc
Michigan
$231K +$231K +3,242 New
YMRC
186
Yorktown Management & Research Company
Virginia
$228K +$228K +3,200 New
S
187
SignatureFD
Georgia
$215K +$185K +2,600 +610%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$210K +$37.9K +532 +22%
FPS
189
Fieldpoint Private Securities
Connecticut
$205K +$128K +1,798 +166%
CWM
190
Circle Wealth Management
New Jersey
$203K +$203K +2,852 New
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$202K +$202K +2,840 New
AIS
192
AlphaOne Investment Services
Pennsylvania
$195K -$80K -1,124 -29%
LIA
193
LS Investment Advisors
Michigan
$192K +$114K +1,610 +147%
SO
194
STRS Ohio
Ohio
$142K -$547K -7,700 -79%
IFAM
195
Institutional & Family Asset Management
Colorado
$133K -$109K -1,530 -45%
AG
196
Advisor Group
Arizona
$115K +$10.1K +142 +10%
HIIFS
197
Harel Insurance Investments & Financial Services
Israel
$105K +$105K +1,478 New
US Bancorp
198
US Bancorp
Minnesota
$104K -$1.35K -19 -1%
MOACM
199
Mutual of America Capital Management
New York
$97K -$4.34K -61 -4%
PP
200
Peconic Partners
New York
$93K +$93K +1,300 New
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