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Advanced Energy
AEIS

Overview Fund Activity

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
$23.8M
2
Victory Capital Management
Victory Capital Management
Texas
$160M
3
CRCP
Copper Rock Capital Partners
Massachusetts
$21.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.9M
5
RI
Redwood Investments
Massachusetts
$19.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$173M
2
Renaissance Technologies
Renaissance Technologies
New York
$45.6M
3
Franklin Resources
Franklin Resources
California
$71.1M
4
AIM
Artemis Investment Management
United Kingdom
$22.9M
5
Man Group
Man Group
United Kingdom
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$89K +$22.4K +314 +34%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$83K -$4.48K -63 -5%
FGAM
203
Financial Gravity Asset Management
Texas
$71K +$7.89K +3 +13%
WEC
204
Winslow Evans & Crocker
Massachusetts
$64K – – –
IA
205
IFP Advisors
Florida
$64K +$907 +12 +1%
SWA
206
Sutton Wealth Advisors
Florida
$63.7K – – –
MAM
207
Meeder Asset Management
Ohio
$60K -$283K -3,950 -83%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$55K +$55K +771 New
Fuller & Thaler Asset Management
209
Fuller & Thaler Asset Management
California
$54K +$2.84K +40 +6%
TRCT
210
Tower Research Capital (TRC)
New York
$51K +$571 +8 +1%
SPIA
211
Steward Partners Investment Advisory
New York
$39K +$34.9K +500 +862%
PCM
212
Prelude Capital Management
New York
$35K +$35K +485 New
GRP
213
Global Retirement Partners
California
$31K -$1.08K -15 -3%
QCG
214
Quadrant Capital Group
Ohio
$26K +$4.65K +72 +22%
VCM
215
Versant Capital Management
Arizona
$25K -$1.94K -28 -7%
PA
216
Procyon Advisors
Connecticut
$25K +$25K +350 New
GDP
217
Great Diamond Partners
Maine
$24K +$24K +338 New
GT
218
Glenmede Trust
Pennsylvania
$22K +$10.4K +148 +90%
EW
219
Evoke Wealth
California
$20.2K – – –
FHA
220
First Horizon Advisors
Tennessee
$18K – – –
PCG
221
Private Capital Group
Connecticut
$15K +$2.62K +37 +21%
NIT
222
NumerixS Investment Technologies
British Columbia, Canada
$14K +$14K +200 New
LJHT
223
Laurie J. Hall Trustee
$13K +$6.5K +90 +100%
CFG
224
Citizens Financial Group
Rhode Island
$10K – – –
Lazard Asset Management
225
Lazard Asset Management
New York
$10K – – –
7 8
9
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