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Advanced Energy
AEIS

Overview Fund Activity

286 hedge funds and large institutions have $2.58B invested in Advanced Energy in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
7.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
86
Reduced
114
Closed
26
Calls
$7.72M
Puts
$18.9M
Net Calls
-$11.2M
Net Calls Change
-$5.59M

Top Buyers

1
BlackRock
BlackRock
New York
$341M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41M
3
AIM
Artemis Investment Management
United Kingdom
$19.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$258M
5
Millennium Management
Millennium Management
New York
$10.6M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$55.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10M
4
Ameriprise
Ameriprise
Minnesota
$30.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
201
Amalgamated Bank
New York
$359K -$892 -13 -0.2%
FCBT
202
First Citizens Bank & Trust
North Carolina
$355K -$179K -2,609 -33%
BF
203
BOK Financial
Oklahoma
$352K -$1.03K -15 -0.3%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$351K – – –
US Bancorp
205
US Bancorp
Minnesota
$351K +$16.8K +245 +5%
DTL
206
Dynamic Technology Lab
Singapore
$344K +$344K +5,011 New
P
207
Pitcairn
Pennsylvania
$326K -$37.5K -546 -10%
HighTower Advisors
208
HighTower Advisors
Illinois
$323K +$323K +4,717 New
IIC
209
Integrated Investment Consultants
Michigan
$317K – – –
CG
210
Cutler Group
California
$305K -$81.8K -1,197 -21%
PAM
211
Princeton Alpha Management
New Jersey
$305K +$305K +4,452 New
SOADOR
212
State of Alaska Department of Revenue
Alaska
$300K +$6.83K +100 +2%
N
213
Natixis
France
$299K +$2.33K +34 +0.8%
SCM
214
Segantii Capital Management
Hong Kong
$281K +$281K +4,100 New
AG
215
Advisor Group
Arizona
$280K +$56.9K +829 +25%
FA
216
FDx Advisors
Illinois
$277K +$277K +4,033 New
CG
217
Caprock Group
Idaho
$273K -$39.7K -580 -13%
WEC
218
Winslow Evans & Crocker
Massachusetts
$271K +$94.2K +1,374 +53%
CI
219
Cavalier Investments
Georgia
$261K +$261K +3,800 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$260K +$60.4K +883 +30%
KI
221
Koch Industries
Kansas
$248K +$248K +3,617 New
MIP
222
Marietta Investment Partners
Wisconsin
$242K +$242K +3,528 New
MLM
223
Mount Lucas Management
Pennsylvania
$239K -$31.9K -465 -12%
AIP
224
Ameritas Investment Partners
Nebraska
$234K +$234K +3,412 New
MCM
225
Maple Capital Management
Vermont
$230K +$230K +3,350 New
7 8
9
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