Advanced Energy
AEIS
204 hedge funds and large institutions have $1.46B invested in Advanced Energy in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 26 closing their positions.
201% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $586K
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
8% more capital invested
Capital invested by funds: $1.35B → $1.46B (+$112M)
3% more funds holding
Funds holding: 198 → 204 (+6)
1% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 71
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$24M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.41M |
| 4 |
CCI
Columbus Circle Investors
|
+$8.77M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$42M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$11.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.14M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$6.43M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$6.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
226
Prelude Capital Management
New York
| – | -$60K | -1,733 | Closed |
|
|
HNB
227
Huntington National Bank
Columbus,
Ohio
| – | -$10K | -400 | Closed |
|
|
CG
228
Cutler Group
San Francisco,
California
| – | -$5K | -171 | Closed |
|
229
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -120 | Closed |
|
230
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -16 | Closed |
|
AEIS Hedge Fund Activity: Q2 2016 in Review
204 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2016, worth a combined $1.46B — up 8.3% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AEIS positions and 26 closed out — a net gain of 8 holders — while 72 added to existing stakes and 71 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $24M. The largest seller was Ameriprise, cutting an estimated $42M.
- 204 institutional investors held Advanced Energy (AEIS) as of Q2 2016, up from 198 in Q1 2016.
- Funds reported $1.46B of Advanced Energy stock for Q2 2016, up 8.3% quarter-over-quarter.
- 34 funds opened new Advanced Energy positions in Q2 2016 and 26 closed out, a net change of +8 holders.
- The largest Advanced Energy buyer in Q2 2016 was Fiera Capital (Canada), an estimated $24M added.
- The largest Advanced Energy seller in Q2 2016 was Ameriprise, an estimated $42M sold.
Based on aggregated 13F filings for Q2 2016.