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Advanced Energy
AEIS

249 hedge funds and large institutions have $1.6B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 97.39% → 97.27% (-0.12%)

7% less funds holding

Funds holding: 269 → 249 (-20)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

19% less capital invested

Capital invested by funds: $1.97B → $1.6B (-$367M)

35% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 52

38% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $3.25M

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
5.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
75
Reduced
90
Closed
52
Calls
$2.02M
Puts
$3.25M
Net Calls
-$1.22M
Net Calls Change
+$1.83M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.4M
2
KCM
Kennedy Capital Management
Missouri
+$10.7M
3
Franklin Resources
Franklin Resources
California
+$10.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.84M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.78M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$38.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$10.6M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$9.49M
4
HAM
Hillcrest Asset Management
Texas
-$7.08M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
76
Squarepoint
New York
$1.69M +$1.36M +30,611 +353%
SSCM
77
Summit Street Capital Management
New York
$1.63M -$1.23M -27,676 -42%
Public Sector Pension Investment Board (PSP Investments)
78
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M -$846K -19,000 -36%
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.47M -$1.91M -42,977 -56%
OAM
80
Oppenheimer Asset Management
New York
$1.42M +$29.8K +668 +2%
IA
81
IndexIQ Advisors
New York
$1.41M -$119K -2,677 -8%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.35M +$27.3K +612 +2%
RBA
83
Richard Bernstein Advisors
New York
$1.33M – – –
AIG
84
American International Group
New York
$1.28M -$43.9K -985 -3%
UBS AM
85
UBS AM
Illinois
$1.28M +$27.9K +626 +2%
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$1.26M – – –
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.25M -$10.2K -228 -0.8%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$1.25M -$401K -9,000 -24%
ERSOT
89
Employees Retirement System of Texas
Texas
$1.25M – – –
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$1.16M -$18.6K -417 -2%
Macquarie Group
91
Macquarie Group
Australia
$1.1M – – –
PI
92
PEAK6 Investments
Illinois
$1.1M -$48.6K -1,091 -4%
Boston Partners
93
Boston Partners
Massachusetts
$1.09M +$1.13M +25,435 New
TPSF
94
Texas Permanent School Fund
Texas
$1.08M +$25.7K +576 +2%
Holocene Advisors
95
Holocene Advisors
New York
$1.05M +$190K +4,273 +21%
AIMCA
96
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M – – –
AG
97
Aperio Group
California
$1.02M +$345K +7,746 +49%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$997K +$530K +11,891 +105%
SRAM
99
Stone Ridge Asset Management
New York
$985K +$481K +10,805 +89%
Stifel Financial
100
Stifel Financial
Missouri
$919K +$102K +2,298 +12%
2 3
4
5 6

AEIS Hedge Fund Activity: Q4 2018 in Review

249 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2018, worth a combined $1.6B — down 19% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AEIS and 34 opened new positions — a net loss of 18 holders — while 90 trimmed existing stakes and 75 added.

The largest buyer was Fidelity Investments, adding an estimated $49.4M. The largest seller was Deutsche Bank, cutting an estimated $38.2M.

  • 249 institutional investors held Advanced Energy (AEIS) as of Q4 2018, down from 269 in Q3 2018.
  • Funds reported $1.6B of Advanced Energy stock for Q4 2018, down 19% quarter-over-quarter.
  • 34 funds opened new Advanced Energy positions in Q4 2018 and 52 closed out, a net change of -18 holders.
  • The largest Advanced Energy buyer in Q4 2018 was Fidelity Investments, an estimated $49.4M added.
  • The largest Advanced Energy seller in Q4 2018 was Deutsche Bank, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2018.