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Advanced Energy
AEIS
AEIS
223 hedge funds and large institutions have $2.21B invested in Advanced Energy in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
17% more capital invested
Capital invested by funds: $1.9B → $2.21B (+$316M)
11% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $2.42M
3.09% more ownership
Funds ownership: 99.87% → 102.96% (+3.1%)
7% less funds holding
Funds holding: 241 → 223 (-18)
18% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 82
35% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 40
Holders
223
Holders Change
-18
Holders Change %
-7.47%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
67
Reduced
82
Closed
40
Calls
$2.68M
Puts
$2.42M
Net Calls
+$263K
Net Calls Change
-$225K
Top Buyers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$77.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$16.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$11.1M |
| 5 |
Morgan Stanley
New York
|
+$8.59M |
Top Sellers
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$15.1M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$14.9M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$12.5M |
| 4 |
Renaissance Technologies
New York
|
-$9.85M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$9.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWP
251
Icon Wealth Partners
Houston,
Texas
| – | -$10K | -207 | Closed |
|
252
Rockefeller Capital Management
New York
| – | -$10K | -204 | Closed |
|
253
Group One Trading
Chicago,
Illinois
| – | -$9K | -187 | Closed |
|
254
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -168 | Closed |
|
|
MNBTD
255
Moody National Bank Trust Division
Galveston,
Texas
| – | -$6K | -128 | Closed |
|
|
CAM
256
Cresset Asset Management
Chicago,
Illinois
| – | -$5K | -95 | Closed |
|
|
JCM
257
Julex Capital Management
Wellesley,
Massachusetts
| – | -$1.64K | -33 | Closed |
|
|
CFGS
258
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.55K | -29 | Closed |
|
|
RFC
259
Regions Financial Corp
Birmingham,
Alabama
| – | -$1K | -16 | Closed |
|
|
BC
260
Bartlett & Co
Cincinnati,
Ohio
| – | +$375 | +7 | New |
|