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Advanced Energy
AEIS

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

27% more capital invested

Capital invested by funds: $2.22B → $2.81B (+$590M)

11% more funds holding

Funds holding: 228 → 253 (+25)

2% more ownership

Funds ownership: 101.26% → 103.26% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $4.1M

Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
+$20.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$20M
3
CRCP
Copper Rock Capital Partners
Massachusetts
+$18.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$18.2M
5
RI
Redwood Investments
Massachusetts
+$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95M
2
Renaissance Technologies
Renaissance Technologies
New York
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$16.9M
4
AIM
Artemis Investment Management
United Kingdom
-$6.81M
5
Man Group
Man Group
United Kingdom
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
101
American International Group
New York
$1.96M -$46.1K -741 -3%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.94M +$487K +7,824 +40%
DCM
103
Divisar Capital Management
California
$1.88M – – –
TPSF
104
Texas Permanent School Fund
Texas
$1.87M +$8.03K +129 +0.5%
BBVA
105
Banco Bilbao Vizcaya Argentaria
Spain
$1.82M +$1.59M +25,600 New
ASRS
106
Arizona State Retirement System
Arizona
$1.82M -$1.21M -19,447 -43%
PI
107
PineBridge Investments
New York
$1.77M -$494K -7,937 -24%
RJA
108
Raymond James & Associates
Florida
$1.69M +$1.09M +17,548 +283%
LPL Financial
109
LPL Financial
California
$1.68M +$722K +11,602 +97%
Citigroup
110
Citigroup
New York
$1.66M -$878K -14,109 -38%
EAM
111
Erste Asset Management
Austria
$1.65M +$330K +5,300 +30%
OA
112
Oak Associates
Ohio
$1.64M – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.62M -$39.8K -640 -3%
Axa
114
Axa
France
$1.58M +$68.3K +1,097 +5%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$1.56M +$931K +14,965 +215%
CAM
116
ClariVest Asset Management
California
$1.53M +$1.34M +21,490 New
Millennium Management
117
Millennium Management
New York
$1.42M +$984K +15,822 +378%
KeyBank National Association
118
KeyBank National Association
Ohio
$1.4M -$3.11K -50 -0.3%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$1.37M +$308K +4,949 +35%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$1.34M +$19.5K +314 +2%
KBC Group
121
KBC Group
Belgium
$1.31M +$444K +7,138 +63%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$1.3M +$570K +9,159 +100%
ZIM
123
Zacks Investment Management
Illinois
$1.27M +$1.11M +17,797 New
AG
124
Aperio Group
California
$1.26M -$1.43K -23 -0.1%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$1.22M -$69.7K -1,120 -6%
3 4
5
6 7

AEIS Hedge Fund Activity: Q4 2019 in Review

253 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2019, worth a combined $2.81B — up 27% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AEIS positions and 24 closed out — a net gain of 31 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Hardman Johnston Global Advisors, opening a new position worth an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $95M.

  • 253 institutional investors held Advanced Energy (AEIS) as of Q4 2019, up from 228 in Q3 2019.
  • Funds reported $2.81B of Advanced Energy stock for Q4 2019, up 27% quarter-over-quarter.
  • 55 funds opened new Advanced Energy positions in Q4 2019 and 24 closed out, a net change of +31 holders.
  • The largest Advanced Energy buyer in Q4 2019 was Hardman Johnston Global Advisors, an estimated $20.8M added.
  • The largest Advanced Energy seller in Q4 2019 was Fidelity Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2019.