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Advanced Energy
AEIS

Overview Fund Activity

228 hedge funds and large institutions have $2.22B invested in Advanced Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
69
Reduced
73
Closed
28
Calls
$2.43M
Puts
$2.44M
Net Calls
-$11K
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$227M
2
Victory Capital Management
Victory Capital Management
Texas
$110M
3
Ameriprise
Ameriprise
Minnesota
$124M
4
BlackRock
BlackRock
New York
$329M
5
ACB
Aristotle Capital Boston
Massachusetts
$46.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$56.8M
3
Franklin Resources
Franklin Resources
California
$72.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$20.8M
5
RA
Royce & Associates
New York
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
201
First Bank & Trust
South Dakota
$7K – – –
LJHT
202
Laurie J. Hall Trustee
$5K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
CG
204
Cutler Group
California
$5K +$5K +100 New
CFA
205
Carroll Financial Associates
North Carolina
$4K – – –
GAM
206
Gemmer Asset Management
California
$4K – – –
HGWM
207
Harvest Group Wealth Management
Massachusetts
$4K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$3K – – –
TWA
209
TCI Wealth Advisors
Arizona
$3K – – –
BCA
210
Berman Capital Advisors
Georgia
$3K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PA
212
Parallel Advisors
California
$2K – – –
TL
213
TrueWealth LLC
Georgia
$2K – – –
SFS
214
Sowell Financial Services
Arkansas
$2K +$2K +40 New
FCH
215
Freestone Capital Holdings
Washington
$1.97K -$522 -9,094 -21%
GWAG
216
Garrett Wealth Advisory Group
Texas
$1.09K +$1.09K +19 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1K -$1.89K -17 -65%
WT
218
Whittier Trust
California
$1K – – –
AF
219
Allworth Financial
California
$1K – – –
TIM
220
Tortoise Investment Management
New York
$1K – – –
TFO
221
Tarbox Family Office
California
$1K – – –
TCA
222
Tortoise Capital Advisors
Kansas
$1K – – –
FGAM
223
Financial Gravity Asset Management
Texas
$1K – – –
PRC
224
Pearl River Capital
Michigan
$1K +$1K +25 New
GT
225
Glenmede Trust
Pennsylvania
$9 +$1 +14 +9%
7 8
9
10 11