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Advanced Energy
AEIS

Overview Fund Activity

301 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+15
Holders Change %
+5.24%
% of All Funds
7.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
100
Reduced
118
Closed
31
Calls
$8.09M
Puts
$15.4M
Net Calls
-$7.35M
Net Calls Change
+$3.86M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$26.8M
2
AL
AJO LP
Pennsylvania
$18.4M
3
BlackRock
BlackRock
New York
$332M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.6M
5
Victory Capital Management
Victory Capital Management
Texas
$16.5M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$29.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.79M
3
NI
Numeric Investors
Massachusetts
$14.2M
4
AIM
Artemis Investment Management
United Kingdom
$4.33M
5
Ameriprise
Ameriprise
Minnesota
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$428K -$233K -3,613 -35%
CANY
202
Caxton Associates (New York)
New York
$414K -$12.9K -200 -3%
GT
203
Glenmede Trust
Pennsylvania
$413K – – –
O
204
OppenheimerFunds
New York
$395K +$10.3K +160 +3%
HCM
205
HMS Capital Management
Tennessee
$384K – – –
UCFA
206
United Capital Financial Advisors
Texas
$380K -$118K -1,819 -24%
MLM
207
Mount Lucas Management
Pennsylvania
$369K +$143K +2,217 +64%
AB
208
Amalgamated Bank
New York
$357K +$18.9K +292 +6%
LA
209
Lucus Advisors
New York
$355K +$355K +5,483 New
KBC Group
210
KBC Group
Belgium
$354K -$283K -4,366 -44%
RR
211
Robotti Robert
$344K – – –
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$340K +$8.92K +138 +3%
PI
213
PineBridge Investments
New York
$339K -$1.14M -17,568 -77%
US Bancorp
214
US Bancorp
Minnesota
$332K +$1.16K +18 +0.4%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$326K -$716K -11,065 -69%
IFAM
216
Institutional & Family Asset Management
Colorado
$320K +$320K +4,946 New
CCIA
217
Campbell & Co Investment Adviser
Maryland
$307K +$307K +4,751 New
IIC
218
Integrated Investment Consultants
Michigan
$299K – – –
EVM
219
Eaton Vance Management
Massachusetts
$296K -$95.4K -1,473 -24%
AG
220
Advisor Group
Arizona
$292K +$28.1K +434 +11%
EGM
221
Engineers Gate Manager
New York
$289K +$289K +4,472 New
DekaBank Deutsche Girozentrale
222
DekaBank Deutsche Girozentrale
Germany
$287K +$163K +2,500 +132%
Jane Street
223
Jane Street
New York
$283K -$479K -7,410 -63%
GHCM
224
Glen Harbor Capital Management
California
$279K +$90.1K +1,394 +48%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$278K +$278K +4,303 New
7 8
9
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