Advanced Energy
AEIS
299 hedge funds and large institutions have $4.02B invested in Advanced Energy in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 34 closing their positions.
167% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $6.73M
44% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 34
11% more capital invested
Capital invested by funds: $3.64B → $4.02B (+$383M)
3% more funds holding
Funds holding: 289 → 299 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.35% less ownership
Funds ownership: 97.6% → 96.25% (-1.4%)
31% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.3M |
| 2 |
BlackRock
New York
|
+$19.3M |
| 3 |
Goldman Sachs
New York
|
+$15.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$13.9M |
| 5 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$26.7M |
| 2 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$25.4M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$23.7M |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
-$20.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$17.4M |
AEIS Hedge Fund Activity: Q1 2021 in Review
299 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2021, worth a combined $4.02B — up 11% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new AEIS positions and 34 closed out — a net gain of 15 holders — while 85 added to existing stakes and 124 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $49.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $26.7M.
- 299 institutional investors held Advanced Energy (AEIS) as of Q1 2021, up from 289 in Q4 2020.
- Funds reported $4.02B of Advanced Energy stock for Q1 2021, up 11% quarter-over-quarter.
- 49 funds opened new Advanced Energy positions in Q1 2021 and 34 closed out, a net change of +15 holders.
- The largest Advanced Energy buyer in Q1 2021 was Fidelity Investments, an estimated $49.3M added.
- The largest Advanced Energy seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2021.