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Advanced Energy
AEIS

Overview Fund Activity

162 hedge funds and large institutions have $923M invested in Advanced Energy in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 22 closing their positions.

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
53
Reduced
65
Closed
22
Calls
$2.78M
Puts
$1.41M
Net Calls
+$1.37M
Net Calls Change
+$579K

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$61.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.4M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.08M
4
PI
4
Putnam Investments
Massachusetts
$7.32M
5
FCM
5
Frontier Capital Management
Massachusetts
$67.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.41M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$72.9M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$768K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$72.9M 2,974,700 -350,220 -11%
FCM
2
Frontier Capital Management
Massachusetts
$67.2M 2,742,507 +249,503 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.9M 2,608,454 +28,100 +1%
SFM
4
Systematic Financial Management
New Jersey
$61.3M 2,503,055 +2,503,055 New
RA
5
Royce & Associates
New York
$60.7M 2,479,157 -162,200 -6%
BFA
6
BlackRock Fund Advisors
California
$51.2M 2,090,208 +42,667 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.1M 1,798,603 +69,480 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$37.4M 1,527,675 +1,527,675 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$35.2M 1,436,759 -243,669 -15%
BIT
10
BlackRock Institutional Trust
California
$29.8M 1,215,192 +8,304 +0.7%
Northern Trust
11
Northern Trust
Illinois
$21.5M 875,951 +57,385 +7%
KG
12
Killen Group
Pennsylvania
$20.1M 820,465 -49,575 -6%
State Street
13
State Street
Massachusetts
$19.3M 786,182 +14,434 +2%
BA
14
BlackRock Advisors
Delaware
$16.9M 689,082 -221,969 -24%
GC
15
Guggenheim Capital
Illinois
$16.5M 674,526 +95,638 +17%
Allianz Asset Management
16
Allianz Asset Management
Germany
$13.4M 552,474 +92,145 +20%
QAM
17
Quentec Asset Management
New York
$13.3M 544,640 +22,600 +4%
IMOV
18
Investment Management of Virginia
Virginia
$10.3M 421,783 +5,538 +1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$10M 408,615 -12,805 -3%
Wells Fargo
20
Wells Fargo
California
$9.72M 396,646 +97,003 +32%
TA
21
Teachers Advisors
New York
$9.22M 376,355 -98,311 -21%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.08M 370,600 +370,600 New
VOYA Investment Management
23
VOYA Investment Management
Georgia
$9.01M 367,896 -37,403 -9%
CCM
24
Cupps Capital Management
Illinois
$8.54M 348,576 +50,180 +17%
Norges Bank
25
Norges Bank
Norway
$8.39M 342,281 – –
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