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Advanced Energy
AEIS

226 hedge funds and large institutions have $1.92B invested in Advanced Energy in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 103.26% → 104.79% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less call options, than puts

Call options by funds: $2.92M | Put options by funds: $3.14M

11% less funds holding

Funds holding: 253 → 226 (-27)

32% less capital invested

Capital invested by funds: $2.81B → $1.92B (-$897M)

51% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 47

Holders
226
Holders Change
-27
Holders Change %
-10.67%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
87
Reduced
83
Closed
47
Calls
$2.92M
Puts
$3.14M
Net Calls
-$223K
Net Calls Change
+$1.14M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$109M
2
Deutsche Bank
Deutsche Bank
Germany
+$8.17M
3
Goldman Sachs
Goldman Sachs
New York
+$7.69M
4
AIM
Artemis Investment Management
United Kingdom
+$7.59M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$6.36M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$19.6M
2
BlackRock
BlackRock
New York
-$12M
3
Franklin Resources
Franklin Resources
California
-$11.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$8.42M
5
CCP
Clough Capital Partners
Massachusetts
-$7.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
76
Mackay Shields LLC
New York
$2.35M -$679K -10,700 -18%
UBS AM
77
UBS AM
Illinois
$2.1M -$31.9K -502 -1%
EAM
78
Erste Asset Management
Austria
$2.06M +$1.14M +18,000 +78%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$1.94M – – –
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$1.91M -$63.5K -1,000 -2%
PP
81
PDT Partners
New York
$1.91M +$654K +10,300 +36%
Comerica Bank
82
Comerica Bank
Texas
$1.83M +$75.6K +1,191 +3%
Federated Hermes
83
Federated Hermes
Pennsylvania
$1.82M -$127K -1,998 -5%
UBS Group
84
UBS Group
Switzerland
$1.77M -$2.66M -41,872 -53%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$1.72M +$420K +6,610 +23%
CCMG
86
Clark Capital Management Group
Pennsylvania
$1.7M +$338K +5,319 +18%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$1.65M -$24.8K -390 -1%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$1.6M – – –
CI
89
Cambiar Investors
Colorado
$1.6M -$265K -4,166 -11%
TPSF
90
Texas Permanent School Fund
Texas
$1.58M +$406K +6,387 +24%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.52M +$1.44M +22,743 +267%
NIM
92
Needham Investment Management
New York
$1.46M +$1.9M +30,000 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.44M +$662K +10,428 +54%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$1.37M -$1.9M -30,000 -51%
TA
95
Teton Advisors
New York
$1.37M – – –
OAM
96
Oppenheimer Asset Management
New York
$1.36M -$33.8K -532 -2%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$1.35M +$38.9K +612 +2%
CS
98
Credit Suisse
Switzerland
$1.31M -$85.6K -1,349 -5%
Wellington Management Group
99
Wellington Management Group
Massachusetts
$1.27M +$509K +8,009 +44%
AQR Capital Management
100
AQR Capital Management
Connecticut
$1.27M -$1.08M -16,992 -39%
2 3
4
5 6

AEIS Hedge Fund Activity: Q1 2020 in Review

226 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2020, worth a combined $1.92B — down 32% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AEIS and 23 opened new positions — a net loss of 24 holders — while 83 trimmed existing stakes and 87 added.

The largest buyer was Victory Capital Management, adding an estimated $109M. The largest seller was Renaissance Technologies, cutting an estimated $19.6M.

  • 226 institutional investors held Advanced Energy (AEIS) as of Q1 2020, down from 253 in Q4 2019.
  • Funds reported $1.92B of Advanced Energy stock for Q1 2020, down 32% quarter-over-quarter.
  • 23 funds opened new Advanced Energy positions in Q1 2020 and 47 closed out, a net change of -24 holders.
  • The largest Advanced Energy buyer in Q1 2020 was Victory Capital Management, an estimated $109M added.
  • The largest Advanced Energy seller in Q1 2020 was Renaissance Technologies, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2020.