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Advanced Energy
AEIS

Overview Fund Activity

226 hedge funds and large institutions have $1.8B invested in Advanced Energy in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
226
Holders Change
+22
Holders Change %
+10.78%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
72
Reduced
85
Closed
16
Calls
$1.42M
Puts
$1.73M
Net Calls
-$314K
Net Calls Change
-$1.49M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$40.4M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$18.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Bank of America
4
Bank of America
North Carolina
$72.1M
5
BFA
5
BlackRock Fund Advisors
California
$130M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$47.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$47.2M
3
PIMC
3
Praesidium Investment Management Company
New York
$82.1M
4
BIM
4
Bogle Investment Management
Massachusetts
$0
5
RA
5
Royce & Associates
New York
$42.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PRS
201
Pinkerton Retirement Specialists
Idaho
$48K 1,013 -16 -2%
IA
202
IFP Advisors
Florida
$46K 981 +85 +9%
SWA
203
Sutton Wealth Advisors
Florida
$45.1K 954 – –
HMS
204
Hanseatic Management Services
New Mexico
$39K 830 +331 +66%
TDC
205
Thompson Davis & Co
Virginia
$38K 799 – –
MA
206
MUFG Americas
New York
$37K 780 – –
AIM
207
Acrospire Investment Management
Illinois
$33K 700 -600 -46%
LAM
208
Lebenthal Asset Management
New York
$29K 620 +620 New
CAW
209
Cornerstone Advisors (Washington)
Washington
$23K 492 – –
FIB
210
First Interstate Bank
Montana
$16K 328 -76 -19%
MWP
211
MYCIO Wealth Partners
Pennsylvania
$12K 250 – –
FHA
212
First Horizon Advisors
Tennessee
$11K 268 – –
FNBT
213
FineMark National Bank & Trust
Florida
$11K 234 +14 +6%
TCIM
214
TIAA CREF Investment Management
New York
$9.82K 207,449 -860 -0.4%
S
215
SignatureFD
Georgia
$5K 112 – –
LNB
216
Ledyard National Bank
$5K 100 – –
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
$5K 100 +100 New
JFA
218
JNBA Financial Advisors
Minnesota
$5K 112 +112 New
TWA
219
TCI Wealth Advisors
Arizona
$4K 82 +25 +44%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$3K 53 – –
GAM
221
Gemmer Asset Management
California
$3K 73 – –
MFW
222
Mosaic Family Wealth
Missouri
$2K 45 – –
MCM
223
MV Capital Management
Maryland
$2K 33 +33 New
BAM
224
Barrett Asset Management
New York
$2K 50 +50 New
VOYA Investment Management
225
VOYA Investment Management
Georgia
$1.44K 30,480 -220,710 -88%
6 7 8
9
10