AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

234 hedge funds and large institutions have $2.54B invested in Advanced Energy in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+8
Holders Change %
+3.54%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
77
Reduced
89
Closed
26
Calls
$3.85M
Puts
$4.93M
Net Calls
-$1.08M
Net Calls Change
-$855K

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$62.2M
2
Ameriprise
Ameriprise
Minnesota
$187M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
$46.6M
4
American Century Companies
American Century Companies
Missouri
$19.3M
5
BlackRock
BlackRock
New York
$387M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$116M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$120M
3
Franklin Resources
Franklin Resources
California
$29.7M
4
Northern Trust
Northern Trust
Illinois
$36.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WR
201
Watson Rebecca
$47K +$47K +700 New
PA
202
Procyon Advisors
Connecticut
$46K +$22.3K +330 +94%
SPIA
203
Steward Partners Investment Advisory
New York
$38K – – –
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$38K +$38K +560 New
FHA
205
First Horizon Advisors
Tennessee
$29K +$11.6K +178 +66%
GT
206
Glenmede Trust
Pennsylvania
$28K +$7.33K +111 +35%
GRP
207
Global Retirement Partners
California
$26K +$960 +14 +4%
PCG
208
Private Capital Group
Connecticut
$20K +$5.1K +75 +34%
S
209
SignatureFD
Georgia
$11K -$19K -270 -63%
CFG
210
Citizens Financial Group
Rhode Island
$10K – – –
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +152 New
GAM
212
Gemmer Asset Management
California
$7K – – –
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$264 +4 +4%
FHA
214
Flagship Harbor Advisors
Massachusetts
$6K +$6K +95 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$5K -$1.27K -20 -20%
CFA
216
Carroll Financial Associates
North Carolina
$5K – – –
TWA
217
TCI Wealth Advisors
Arizona
$4K – – –
PAG
218
Private Advisor Group
New Jersey
$4K +$4K +62 New
AssetMark Inc
219
AssetMark Inc
California
$3K -$7K -119 -70%
TFO
220
Tarbox Family Office
California
$3K – – –
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$3K – – –
HR
222
Howe & Rusling
New York
$3K +$3K +37 New
CFGS
223
Concourse Financial Group Securities
Alabama
$2K – – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BCA
225
Berman Capital Advisors
Georgia
$2K – – –
7 8
9
10 11