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Advanced Energy
AEIS

Overview Fund Activity

294 hedge funds and large institutions have $2.19B invested in Advanced Energy in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 119 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-20
Holders Change %
-6.37%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
99
Reduced
119
Closed
53
Calls
$5.32M
Puts
$8.85M
Net Calls
-$3.52M
Net Calls Change
-$866K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$52.8M
2
Deutsche Bank
Deutsche Bank
Germany
$84.5M
3
Ameriprise
Ameriprise
Minnesota
$102M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.7M
5
RA
Royce & Associates
New York
$37.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
AL
AJO LP
Pennsylvania
$0
3
Victory Capital Management
Victory Capital Management
Texas
$15.4M
4
Millennium Management
Millennium Management
New York
$13.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Piermont Capital Management
Missouri
$334K +$12.2K +210 +4%
MCIM
202
Meadow Creek Investment Management
Georgia
$325K – – –
RR
203
Robotti Robert
$309K – – –
BF
204
BOK Financial
Oklahoma
$300K +$1.05K +18 +0.4%
Wolverine Trading
205
Wolverine Trading
Illinois
$290K – – –
NIM
206
Needham Investment Management
New York
$290K +$290K +5,000 New
P
207
Pitcairn
Pennsylvania
$274K +$6.5K +112 +2%
SCM
208
Stevens Capital Management
Pennsylvania
$272K -$485K -8,350 -64%
EVM
209
Eaton Vance Management
Massachusetts
$268K -$265K -4,568 -50%
IFS
210
Ifrah Financial Services
Arkansas
$263K +$2.85K +49 +1%
EP
211
Elkfork Partners
Oregon
$256K – – –
VF
212
Virtu Financial
New York
$255K +$255K +4,389 New
PTC
213
Petrus Trust Company
Texas
$246K +$54.3K +936 +28%
JG
214
Jefferies Group
New York
$242K -$58.7K -1,009 -20%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$234K +$2.21K +38 +1%
NIT
216
NumerixS Investment Technologies
British Columbia, Canada
$226K +$63.7K +1,100 +39%
HP
217
Hikari Power
Japan
$222K +$222K +3,830 New
VFA
218
Voya Financial Advisors
Connecticut
$214K +$214K +3,700 New
FCBT
219
First Citizens Bank & Trust
North Carolina
$213K +$6.51K +112 +3%
Cerity Partners
220
Cerity Partners
New York
$211K +$211K +3,639 New
AG
221
Advisor Group
Arizona
$206K -$290 -5 -0.1%
RCM
222
Riverhead Capital Management
Delaware
$203K – – –
AIP
223
Ameritas Investment Partners
Nebraska
$202K – – –
LTFS
224
Ladenburg Thalmann Financial Services
Florida
$190K – – –
TAM
225
Tyers Asset Management
Texas
$186K – – –
7 8
9
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