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Advanced Energy
AEIS

Overview Fund Activity

249 hedge funds and large institutions have $1.6B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
75
Reduced
90
Closed
52
Calls
$2.03M
Puts
$3.25M
Net Calls
-$1.22M
Net Calls Change
+$1.83M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.2M
2
KCM
2
Kennedy Capital Management
Missouri
$12.8M
3
Franklin Resources
3
Franklin Resources
California
$57.7M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$34M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$25.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$7.43M
4
HAM
4
Hillcrest Asset Management
Texas
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$240M 5,589,074 -61,907 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M 3,945,943 -93,476 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$81.2M 1,890,706 +1,108,167 +142%
Ameriprise
4
Ameriprise
Minnesota
$71.2M 1,659,064 +100,833 +6%
Renaissance Technologies
5
Renaissance Technologies
New York
$67.6M 1,575,620 -107,202 -6%
Franklin Resources
6
Franklin Resources
California
$57.7M 1,344,796 +240,150 +22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$54.9M 1,279,775 +129,725 +11%
State Street
8
State Street
Massachusetts
$47M 1,095,361 -41,118 -4%
EARNEST Partners
9
EARNEST Partners
Georgia
$41.8M 973,694 -14,305 -1%
Northern Trust
10
Northern Trust
Illinois
$37M 862,306 -12,380 -1%
LSV Asset Management
11
LSV Asset Management
Illinois
$35.8M 834,735 +5,000 +0.6%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$34M 790,870 +175,940 +29%
RA
13
Royce & Associates
New York
$31.3M 728,443 -136,667 -16%
Norges Bank
14
Norges Bank
Norway
$27.1M 630,529 – –
Deutsche Bank
15
Deutsche Bank
Germany
$25.3M 589,609 -857,910 -59%
Principal Financial Group
16
Principal Financial Group
Iowa
$24.5M 571,095 -41,051 -7%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$22.8M 532,150 +230 +0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$21.6M 503,486 +22,073 +5%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$20.1M 469,264 +18,728 +4%
ICOM
20
Investment Counselors of Maryland
Maryland
$20M 465,135 +103,040 +28%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$18.7M 434,929 +22,261 +5%
EIP
22
Epoch Investment Partners
New York
$18.1M 420,523 +15,084 +4%
ClearBridge Investments
23
ClearBridge Investments
New York
$17.4M 405,646 +35,007 +9%
Federated Hermes
24
Federated Hermes
Pennsylvania
$16M 372,945 +110,440 +42%
Charles Schwab
25
Charles Schwab
California
$15.5M 360,065 +16 +0%
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