Advanced Energy
AEIS
260 hedge funds and large institutions have $2.7B invested in Advanced Energy in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 102 reducing their positions, and 25 closing their positions.
241% more call options, than puts
Call options by funds: $8.83M | Put options by funds: $2.59M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
0.92% less ownership
Funds ownership: 99.45% → 98.53% (-0.92%)
5% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 102
3% less funds holding
Funds holding: 268 → 260 (-8)
16% less capital invested
Capital invested by funds: $3.21B → $2.7B (-$514M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.98M |
| 2 |
BAMCO Inc
New York
|
+$8.66M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.59M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$7.49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$22.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$18.6M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$11.2M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$9.76M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.42M |
AEIS Hedge Fund Activity: Q2 2022 in Review
260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2022, worth a combined $2.7B — down 16% from $3.21B a quarter earlier.
Fund positioning in AEIS was balanced in Q2 2022: 25 funds opened new positions, 25 closed out, 97 added to existing stakes and 102 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.98M. The largest seller was Capital International Investors, exiting entirely with an estimated $22.5M sold.
- 260 institutional investors held Advanced Energy (AEIS) as of Q2 2022, down from 268 in Q1 2022.
- Funds reported $2.7B of Advanced Energy stock for Q2 2022, down 16% quarter-over-quarter.
- 25 funds opened new Advanced Energy positions in Q2 2022 and 25 closed out, a net change of 0 holders.
- The largest Advanced Energy buyer in Q2 2022 was Morgan Stanley, an estimated $8.98M added.
- The largest Advanced Energy seller in Q2 2022 was Capital International Investors, an estimated $22.5M sold.
Based on aggregated 13F filings for Q2 2022.