AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

312 hedge funds and large institutions have $3.07B invested in Advanced Energy in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+11
Holders Change %
+3.65%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
110
Reduced
119
Closed
34
Calls
$22.1M
Puts
$18.2M
Net Calls
+$3.89M
Net Calls Change
+$11.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$42.1M
2
AL
AJO LP
Pennsylvania
+$25.9M
3
CAM
Cortina Asset Management
Wisconsin
+$18.7M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$14.3M
5
PP
PDT Partners
New York
+$12.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$47.5M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$18M
3
Credit Agricole
Credit Agricole
France
-$15M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11.8M
5
RA
Royce & Associates
New York
-$9.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
201
B. Riley Wealth Advisors
Florida
$515K -$90.6K -1,116 -15%
AA
202
ALPS Advisors
Colorado
$506K -$75.7K -938 -13%
KBC Group
203
KBC Group
Belgium
$485K +$43.7K +541 +10%
BCM
204
BlueCrest Capital Management
Jersey
$485K +$485K +6,001 New
O
205
OppenheimerFunds
New York
$476K -$17.4K -215 -4%
US Bancorp
206
US Bancorp
Minnesota
$470K +$55.1K +682 +13%
UCFA
207
United Capital Financial Advisors
Texas
$462K -$12.1K -150 -3%
ZCM
208
Zebra Capital Management
Connecticut
$458K +$458K +5,675 New
ACI
209
AMP Capital Investors
Australia
$454K +$194K +2,400 +74%
N
210
Natixis
France
$453K +$453K +5,608 New
CANY
211
Caxton Associates (New York)
New York
$452K -$64.6K -800 -13%
HCM
212
HMS Capital Management
Tennessee
$445K -$35.2K -435 -7%
MICM
213
Matthews International Capital Management
California
$444K +$444K +5,500 New
JG
214
Jefferies Group
New York
$443K +$443K +5,482 New
AB
215
Amalgamated Bank
New York
$441K -$4.76K -59 -1%
Axa
216
Axa
France
$436K -$3.21M -39,800 -88%
PA
217
Profund Advisors
Maryland
$431K -$200K -2,472 -32%
RR
218
Robotti Robert
$430K – – –
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$425K – – –
BF
220
BOK Financial
Oklahoma
$414K +$414K +5,128 New
Citigroup
221
Citigroup
New York
$405K -$3.15M -39,030 -89%
AG
222
Advisor Group
Arizona
$402K +$36.9K +456 +10%
PI
223
PineBridge Investments
New York
$400K -$22.8K -282 -5%
BCM
224
Bridgeway Capital Management
Texas
$392K +$392K +4,850 New
Neuberger Berman Group
225
Neuberger Berman Group
New York
$388K +$40.7K +504 +12%
7 8
9
10 11