We are live on ! Find out more
AEIS icon

Advanced Energy
AEIS

162 hedge funds and large institutions have $923M invested in Advanced Energy in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $1.41M

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $813M → $923M (+$110M)

3% more funds holding

Funds holding: 158 → 162 (+4)

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
53
Reduced
65
Closed
22
Calls
$2.78M
Puts
$1.41M
Net Calls
+$1.36M
Net Calls Change
+$579K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$65.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.9M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$9.67M
4
PI
Putnam Investments
Massachusetts
+$7.8M
5
FCM
Frontier Capital Management
Massachusetts
+$6.51M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$22.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$9.14M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.97M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.72M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
76
Axiom Investors
Connecticut
$1.11M +$108K +4,150 +10%
GC
77
Globeflex Capital
California
$1.08M -$2.61K -100 -0.2%
Swiss National Bank
78
Swiss National Bank
Switzerland
$1.07M +$261K +10,000 +30%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$1.05M -$155K -5,924 -12%
FIM
80
Freedom Investment Management
Connecticut
$1.02M +$131K +5,013 +14%
ProShare Advisors
81
ProShare Advisors
Maryland
$993K +$1.06M +40,547 New
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$973K +$1.04M +39,700 New
RFC
83
Russell Frank Company
Washington
$934K -$81.6K -3,126 -7%
TPSF
84
Texas Permanent School Fund
Texas
$933K -$15.9K -610 -2%
Comerica Bank
85
Comerica Bank
Texas
$928K -$13.9K -531 -1%
PAM
86
Panagora Asset Management
Massachusetts
$919K -$2.3M -88,286 -70%
Deutsche Bank
87
Deutsche Bank
Germany
$885K +$315K +12,060 +50%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$860K +$883K +33,826 +2,702%
Bank of America
89
Bank of America
North Carolina
$841K -$435K -16,669 -33%
HCM
90
Highbridge Capital Management
New York
$834K +$51.5K +1,972 +6%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$813K -$146K -5,600 -14%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$800K – – –
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
$768K -$6.97M -266,943 -89%
AIG
94
American International Group
New York
$747K +$14.5K +557 +2%
DIA
95
Dana Investment Advisors
Wisconsin
$747K +$795K +30,478 New
P
96
Pitcairn
Pennsylvania
$692K +$143K +5,467 +24%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$679K +$723K +27,707 New
ASRS
98
Arizona State Retirement System
Arizona
$663K -$57.4K -2,200 -8%
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$649K -$144K -5,500 -17%
RJA
100
Raymond James & Associates
Florida
$635K -$60.8K -2,331 -8%
2 3
4
5 6

AEIS Hedge Fund Activity: Q1 2014 in Review

162 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2014, worth a combined $923M — up 13% from $813M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AEIS positions and 22 closed out — a net gain of 7 holders — while 53 added to existing stakes and 65 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $65.3M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 162 institutional investors held Advanced Energy (AEIS) as of Q1 2014, up from 158 in Q4 2013.
  • Funds reported $923M of Advanced Energy stock for Q1 2014, up 13% quarter-over-quarter.
  • 29 funds opened new Advanced Energy positions in Q1 2014 and 22 closed out, a net change of +7 holders.
  • The largest Advanced Energy buyer in Q1 2014 was Systematic Financial Management, an estimated $65.3M added.
  • The largest Advanced Energy seller in Q1 2014 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2014.