Advanced Energy
AEIS
174 hedge funds and large institutions have $1.01B invested in Advanced Energy in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
16% more call options, than puts
Call options by funds: $752K | Put options by funds: $646K
10% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 59
9% more capital invested
Capital invested by funds: $921M → $1.01B (+$85.9M)
6% more funds holding
Funds holding: 164 → 174 (+10)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
+$27.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.7M |
| 3 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$16.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$12.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$51.2M |
| 2 |
RA
Royce & Associates
New York
|
-$20.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.5M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$12.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.8M |
AEIS Hedge Fund Activity: Q1 2015 in Review
174 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2015, worth a combined $1.01B — up 9.3% from $921M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AEIS positions and 18 closed out — a net gain of 11 holders — while 65 added to existing stakes and 59 trimmed.
The largest buyer was Praesidium Investment Management Company, opening a new position worth an estimated $27.1M. The largest seller was Invesco, cutting an estimated $51.2M.
- 174 institutional investors held Advanced Energy (AEIS) as of Q1 2015, up from 164 in Q4 2014.
- Funds reported $1.01B of Advanced Energy stock for Q1 2015, up 9.3% quarter-over-quarter.
- 29 funds opened new Advanced Energy positions in Q1 2015 and 18 closed out, a net change of +11 holders.
- The largest Advanced Energy buyer in Q1 2015 was Praesidium Investment Management Company, an estimated $27.1M added.
- The largest Advanced Energy seller in Q1 2015 was Invesco, an estimated $51.2M sold.
Based on aggregated 13F filings for Q1 2015.