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Advanced Energy
AEIS

Overview Fund Activity

226 hedge funds and large institutions have $1.92B invested in Advanced Energy in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-27
Holders Change %
-10.67%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
87
Reduced
83
Closed
47
Calls
$2.92M
Puts
$3.14M
Net Calls
-$223K
Net Calls Change
+$1.14M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$192M
2
Deutsche Bank
Deutsche Bank
Germany
$13.5M
3
Goldman Sachs
Goldman Sachs
New York
$14.3M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$19.1M
5
Fidelity International
Fidelity International
Bermuda
$8.87M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$16.1M
2
BlackRock
BlackRock
New York
$270M
3
Franklin Resources
Franklin Resources
California
$39.4M
4
CCP
Clough Capital Partners
Massachusetts
$0
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$8K +$5.6K +119 +233%
CFG
202
Citizens Financial Group
Rhode Island
$7K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.01K +20 +25%
GAM
204
Gemmer Asset Management
California
$5K +$1.65K +36 +49%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +102 New
TWA
206
TCI Wealth Advisors
Arizona
$3K – – –
CFA
207
Carroll Financial Associates
North Carolina
$3K – – –
PFO
208
Pathstone Family Office
New Jersey
$3K +$3K +60 New
BCA
209
Berman Capital Advisors
Georgia
$2K -$727 -16 -27%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
TFO
211
Tarbox Family Office
California
$2K +$1K +22 +100%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$2K +$2K +47 New
VCM
213
Versant Capital Management
Arizona
$1K -$8.73K -323 -90%
SFS
214
Sowell Financial Services
Arkansas
$1K -$818 -9 -45%
TIM
215
Tortoise Investment Management
New York
$1K – – –
AF
216
Allworth Financial
California
$1K – – –
SL
217
Savior LLC
Massachusetts
$1K – – –
PA
218
Parallel Advisors
California
$1K +$125 +4 +14%
CFGS
219
Concourse Financial Group Securities
Alabama
$1K +$1K +30 New
FGAM
220
Financial Gravity Asset Management
Texas
$743 -$594 -12 -44%
FCH
221
Freestone Capital Holdings
Washington
$541 -$1.02K -21,098 -65%
CCP
222
Clough Capital Partners
Massachusetts
– -$7.26M -101,920 Closed
Man Group
223
Man Group
United Kingdom
– -$6.85M -96,145 Closed
DCM
224
Driehaus Capital Management
Illinois
– -$6.14M -86,183 Closed
MPAM
225
Monarch Partners Asset Management
Massachusetts
– -$5.85M -82,107 Closed
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