Advanced Energy
AEIS
258 hedge funds and large institutions have $3.23B invested in Advanced Energy in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 40 closing their positions.
20% more call options, than puts
Call options by funds: $6.01M | Put options by funds: $5M
1.46% less ownership
Funds ownership: 97.47% → 96.01% (-1.5%)
7% less funds holding
Funds holding: 278 → 258 (-20)
23% less capital invested
Capital invested by funds: $4.21B → $3.23B (-$982M)
26% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 110
38% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 40
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$30.9M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$25.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$21.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$12.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$39.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$25.9M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$21.1M |
| 5 |
BlackRock
New York
|
-$10.9M |
AEIS Hedge Fund Activity: Q3 2021 in Review
258 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2021, worth a combined $3.23B — down 23% from $4.21B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of AEIS and 25 opened new positions — a net loss of 15 holders — while 110 trimmed existing stakes and 81 added.
The largest buyer was Victory Capital Management, adding an estimated $30.9M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $39.2M sold.
- 258 institutional investors held Advanced Energy (AEIS) as of Q3 2021, down from 278 in Q2 2021.
- Funds reported $3.23B of Advanced Energy stock for Q3 2021, down 23% quarter-over-quarter.
- 25 funds opened new Advanced Energy positions in Q3 2021 and 40 closed out, a net change of -15 holders.
- The largest Advanced Energy buyer in Q3 2021 was Victory Capital Management, an estimated $30.9M added.
- The largest Advanced Energy seller in Q3 2021 was Westfield Capital Management, an estimated $39.2M sold.
Based on aggregated 13F filings for Q3 2021.