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Advanced Energy
AEIS

Overview Fund Activity

269 hedge funds and large institutions have $1.97B invested in Advanced Energy in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-25
Holders Change %
-8.5%
% of All Funds
6.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
86
Reduced
104
Closed
53
Calls
$6.07M
Puts
$9.12M
Net Calls
-$3.06M
Net Calls Change
+$469K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.4M
2
LSV Asset Management
LSV Asset Management
Illinois
$42.9M
3
ClearBridge Investments
ClearBridge Investments
New York
$19.1M
4
ICOM
Investment Counselors of Maryland
Maryland
$18.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$86.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$6.75M
2
PIMC
Praesidium Investment Management Company
New York
$0
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
MWNA
Marshall Wace North America
New York
$0
5
Victory Capital Management
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
201
Advisor Group
Arizona
$181K -$2.43K -47 -1%
AIP
202
Ameritas Investment Partners
Nebraska
$172K -$7.46K -145 -4%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$153K -$1.23M -23,904 -89%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$134K – – –
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$130K -$207K -4,000 -61%
CWM
206
Cornerstone Wealth Management
Missouri
$125K -$601K -50,404 -83%
QI
207
QS Investors
New York
$120K – – –
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$119K -$34.9K -676 -23%
US Bancorp
209
US Bancorp
Minnesota
$102K -$4.66K -90 -4%
AIS
210
AlphaOne Investment Services
Pennsylvania
$100K +$100K +1,940 New
TRCT
211
Tower Research Capital (TRC)
New York
$97K +$45.8K +882 +89%
LIA
212
LS Investment Advisors
Michigan
$94K -$1.91K -37 -2%
MOACM
213
Mutual of America Capital Management
New York
$90K -$1.68M -32,643 -95%
APP
214
Avantax Planning Partners
Iowa
$72K +$72K +1,387 New
IUHSA
215
Itau Unibanco Holding S.A.
Brazil
$63K +$7.36K +142 +13%
JIR
216
James Investment Research
Ohio
$57K -$307K -5,925 -84%
IA
217
IFP Advisors
Florida
$49K -$3.21K -62 -6%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$48.9K -$2.53K -49 -5%
SWA
219
Sutton Wealth Advisors
Florida
$46.2K – – –
WEC
220
Winslow Evans & Crocker
Massachusetts
$46K – – –
CG
221
Cutler Group
California
$41K +$25.4K +500 +162%
MYIA
222
Mount Yale Investment Advisors
Colorado
$33K -$52.8K -1,177 -62%
PCG
223
Private Capital Group
Connecticut
$23K -$10.1K -197 -30%
MAM
224
Meeder Asset Management
Ohio
$23K – – –
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$23K +450 New
7 8
9
10 11