Advanced Energy
AEIS
268 hedge funds and large institutions have $3.21B invested in Advanced Energy in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 30 closing their positions.
18% more call options, than puts
Call options by funds: $2.51M | Put options by funds: $2.13M
14% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 96
2.1% more ownership
Funds ownership: 97.35% → 99.45% (+2.1%)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
4% less capital invested
Capital invested by funds: $3.33B → $3.21B (-$120M)
1% less funds holding
Funds holding: 271 → 268 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$81.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$11.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$45M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$16.6M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$8.53M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.38M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.43M |
AEIS Hedge Fund Activity: Q1 2022 in Review
268 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2022, worth a combined $3.21B — down 3.6% from $3.33B a quarter earlier.
Fund positioning in AEIS was balanced in Q1 2022: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 96 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $81.8M. The largest seller was Capital International Investors, cutting an estimated $45M.
- 268 institutional investors held Advanced Energy (AEIS) as of Q1 2022, down from 271 in Q4 2021.
- Funds reported $3.21B of Advanced Energy stock for Q1 2022, down 3.6% quarter-over-quarter.
- 30 funds opened new Advanced Energy positions in Q1 2022 and 30 closed out, a net change of 0 holders.
- The largest Advanced Energy buyer in Q1 2022 was Neuberger Berman Group, an estimated $81.8M added.
- The largest Advanced Energy seller in Q1 2022 was Capital International Investors, an estimated $45M sold.
Based on aggregated 13F filings for Q1 2022.