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Advanced Energy
AEIS

Overview Fund Activity

241 hedge funds and large institutions have $1.9B invested in Advanced Energy in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-8
Holders Change %
-3.21%
% of All Funds
5.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
95
Reduced
69
Closed
30
Calls
$3.17M
Puts
$2.68M
Net Calls
+$488K
Net Calls Change
+$1.71M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$26.3M
2
Ameriprise
Ameriprise
Minnesota
$101M
3
ACB
Aristotle Capital Boston
Massachusetts
$32.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
5
AIM
Artemis Investment Management
United Kingdom
$9.37M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$15.1M
2
Deutsche Bank
Deutsche Bank
Germany
$11.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$10.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
201
Founders Capital Management (Texas)
Texas
$15K – – –
AQA
202
Alpha Quant Advisors
Texas
$13K +$6.13K +125 +89%
SCM
203
Shelton Capital Management
Colorado
$12.5K -$240K -11,923 -95%
FHA
204
First Horizon Advisors
Tennessee
$12K – – –
PCM
205
Prelude Capital Management
New York
$12K – – –
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$10K +$2.94K +60 +42%
IWP
208
Icon Wealth Partners
Texas
$10K +$10K +207 New
Group One Trading
209
Group One Trading
Illinois
$9K +$9K +187 New
Bessemer Group
210
Bessemer Group
New Jersey
$8K – – –
HNB
211
Huntington National Bank
Ohio
$8K +$3.34K +66 +72%
PCG
212
Private Capital Group
Connecticut
$8K +$7.86K +167 +5,567%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$7K +$316 +6 +5%
AC
214
Avestar Capital
New York
$6K – – –
MNBTD
215
Moody National Bank Trust Division
Texas
$6K – – –
CAM
216
Cresset Asset Management
Illinois
$5K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3.53K +72 +240%
LJHT
218
Laurie J. Hall Trustee
$4K – – –
CFA
219
Carroll Financial Associates
North Carolina
$4K – – –
GAM
220
Gemmer Asset Management
California
$4K – – –
HGWM
221
Harvest Group Wealth Management
Massachusetts
$4K +$4K +71 New
FPFS
222
First Personal Financial Services
North Carolina
$3K – – –
HAM
223
Highstreet Asset Management
Ontario, Canada
$3K – – –
TWA
224
TCI Wealth Advisors
Arizona
$3K – – –
BCA
225
Berman Capital Advisors
Georgia
$3K +$1.26K +32 +73%
7 8
9
10 11