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Advanced Energy
AEIS

260 hedge funds and large institutions have $2.08B invested in Advanced Energy in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 20

95.82% more ownership

Funds ownership: 0% → 95.82% (+96%)

16% more capital invested

Capital invested by funds: $1.8B → $2.08B (+$286M)

15% more funds holding

Funds holding: 226 → 260 (+34)

10% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

56% less call options, than puts

Call options by funds: $4.42M | Put options by funds: $10M

Holders
260
Holders Change
+34
Holders Change %
+15.04%
% of All Funds
6.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
91
Reduced
83
Closed
20
Calls
$4.42M
Puts
$10M
Net Calls
-$5.62M
Net Calls Change
-$5.3M

Top Buyers

Rank Fund Capital Flow
1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$53.3M
2
BFA
BlackRock Fund Advisors
California
+$15.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.64M
4
HAM
Hillcrest Asset Management
Texas
+$7.15M
5
BIT
BlackRock Institutional Trust
California
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.9M
2
PIMC
Praesidium Investment Management Company
New York
-$18.1M
3
CCI
Columbus Circle Investors
-$17.7M
4
Ameriprise
Ameriprise
Minnesota
-$17.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CEP
76
Chicago Equity Partners
Illinois
$3.46M +$413K +8,060 +15%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$3.38M +$131K +2,548 +4%
CS
78
Credit Suisse
Switzerland
$3.11M +$422K +8,242 +17%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$3.06M +$2.87M +55,956 New
GC
80
Guggenheim Capital
Illinois
$3.01M +$2.1M +40,910 +293%
Canada Life
81
Canada Life
Manitoba, Canada
$2.9M -$47.2K -921 -2%
SC
82
Shellback Capital
Massachusetts
$2.83M +$2.64M +51,600 New
SIM
83
Spark Investment Management
New York
$2.81M – – –
QIM
84
Quantitative Investment Management
Virginia
$2.75M +$2.58M +50,300 New
OAM
85
Oxford Asset Management
United Kingdom
$2.58M -$3.25M -63,407 -57%
Axa
86
Axa
France
$2.48M +$2.32M +45,200 New
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.46M -$61.4K -1,199 -3%
Comerica Bank
88
Comerica Bank
Texas
$2.45M +$117K +2,278 +6%
MCM
89
McKinley Capital Management
Alaska
$2.34M +$2.19M +42,741 New
DIA
90
Dana Investment Advisors
Wisconsin
$2.25M +$2.1M +41,024 New
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$2.21M -$1.56M -30,383 -43%
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
$2.04M +$1.91M +37,225 New
MAP
93
Moody Aldrich Partners
Massachusetts
$1.97M -$47.4K -925 -3%
GC
94
Globeflex Capital
California
$1.95M – – –
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$1.89M – – –
AR
96
Advisory Research
Illinois
$1.8M +$1.68M +32,878 New
CCMG
97
Clark Capital Management Group
Pennsylvania
$1.75M +$123K +2,393 +8%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.75M – – –
Millennium Management
99
Millennium Management
New York
$1.71M -$3.05M -59,534 -66%
GPCM
100
Granite Point Capital Management
Massachusetts
$1.64M +$1.54M +30,000 New
2 3
4
5 6

AEIS Hedge Fund Activity: Q4 2016 in Review

260 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2016, worth a combined $2.08B — up 16% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AEIS positions and 20 closed out — a net gain of 39 holders — while 91 added to existing stakes and 83 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $53.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.9M sold.

  • 260 institutional investors held Advanced Energy (AEIS) as of Q4 2016, up from 226 in Q3 2016.
  • Funds reported $2.08B of Advanced Energy stock for Q4 2016, up 16% quarter-over-quarter.
  • 59 funds opened new Advanced Energy positions in Q4 2016 and 20 closed out, a net change of +39 holders.
  • The largest Advanced Energy buyer in Q4 2016 was Robeco Institutional Asset Management, an estimated $53.3M added.
  • The largest Advanced Energy seller in Q4 2016 was Arrowstreet Capital, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2016.