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Advanced Energy
AEIS

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

27% more capital invested

Capital invested by funds: $2.22B → $2.81B (+$590M)

11% more funds holding

Funds holding: 228 → 253 (+25)

2% more ownership

Funds ownership: 101.26% → 103.26% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $4.1M

Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
+$20.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$20M
3
CRCP
Copper Rock Capital Partners
Massachusetts
+$18.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$18.2M
5
RI
Redwood Investments
Massachusetts
+$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95M
2
Renaissance Technologies
Renaissance Technologies
New York
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$16.9M
4
AIM
Artemis Investment Management
United Kingdom
-$6.81M
5
Man Group
Man Group
United Kingdom
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
HJGA
26
Hardman Johnston Global Advisors
Connecticut
$23.8M +$20.8M +333,730 New
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$23.5M +$809K +13,003 +4%
PA
28
Pinnacle Associates
New York
$23.3M +$6.95M +111,695 +52%
AIM
29
Artemis Investment Management
United Kingdom
$22.9M -$6.81M -109,504 -25%
Charles Schwab
30
Charles Schwab
California
$21.7M +$242K +3,890 +1%
CRCP
31
Copper Rock Capital Partners
Massachusetts
$21.3M +$18.6M +298,655 New
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$20.9M +$18.2M +293,223 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$20.1M +$1.24M +19,987 +8%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$19.8M -$5.22M -83,842 -23%
RI
35
Redwood Investments
Massachusetts
$19.5M +$17M +273,641 New
Wells Fargo
36
Wells Fargo
California
$16.2M -$325K -5,231 -2%
Morgan Stanley
37
Morgan Stanley
New York
$15.1M +$2.05M +32,938 +18%
Bank of America
38
Bank of America
North Carolina
$14.8M +$182K +2,926 +1%
Fisher Asset Management
39
Fisher Asset Management
Washington
$12.8M +$2.44M +39,198 +28%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$12.8M +$5.09M +81,766 +84%
Goldman Sachs
41
Goldman Sachs
New York
$12.4M +$1.89M +30,406 +21%
JP Morgan Chase
42
JP Morgan Chase
New York
$11.8M -$884K -14,207 -8%
N
43
Nuveen
North Carolina
$11.1M -$173K -2,785 -2%
Deutsche Bank
44
Deutsche Bank
Germany
$10.7M +$4.94M +79,354 +111%
SEI Investments
45
SEI Investments
Pennsylvania
$10.4M +$721K +11,583 +9%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$10.2M +$4.81M +77,275 +117%
SGCIA
47
Smith Graham & Co Investment Advisors
Texas
$10.1M -$235K -3,780 -3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$9.77M -$2.28M -36,572 -21%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$9.02M +$440K +7,073 +6%
PPA
50
Parametric Portfolio Associates
Washington
$8.96M +$410K +6,594 +6%
1
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AEIS Hedge Fund Activity: Q4 2019 in Review

253 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2019, worth a combined $2.81B — up 27% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AEIS positions and 24 closed out — a net gain of 31 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Hardman Johnston Global Advisors, opening a new position worth an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $95M.

  • 253 institutional investors held Advanced Energy (AEIS) as of Q4 2019, up from 228 in Q3 2019.
  • Funds reported $2.81B of Advanced Energy stock for Q4 2019, up 27% quarter-over-quarter.
  • 55 funds opened new Advanced Energy positions in Q4 2019 and 24 closed out, a net change of +31 holders.
  • The largest Advanced Energy buyer in Q4 2019 was Hardman Johnston Global Advisors, an estimated $20.8M added.
  • The largest Advanced Energy seller in Q4 2019 was Fidelity Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2019.