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Advanced Energy
AEIS

241 hedge funds and large institutions have $1.9B invested in Advanced Energy in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

19% more capital invested

Capital invested by funds: $1.6B → $1.9B (+$296M)

18% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $2.68M

2.6% more ownership

Funds ownership: 97.27% → 99.87% (+2.6%)

3% less funds holding

Funds holding: 249 → 241 (-8)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
241
Holders Change
-8
Holders Change %
-3.21%
% of All Funds
5.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
95
Reduced
69
Closed
30
Calls
$3.17M
Puts
$2.68M
Net Calls
+$488K
Net Calls Change
+$1.71M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$23.4M
2
Ameriprise
Ameriprise
Minnesota
+$17.9M
3
ACB
Aristotle Capital Boston
Massachusetts
+$17.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.2M
5
AIM
Artemis Investment Management
United Kingdom
+$9.16M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$25.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$17.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$8.05M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$7.43M
5
Renaissance Technologies
Renaissance Technologies
New York
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$615K -$228K -4,697 -27%
MSA
127
Mason Street Advisors
Wisconsin
$610K +$15.4K +316 +3%
Pacer Advisors
128
Pacer Advisors
Pennsylvania
$578K +$923 +19 +0.2%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$576K -$55.9K -1,150 -9%
QT
130
Quantbot Technologies
New York
$546K -$9.72K -200 -2%
SRAM
131
Stone Ridge Asset Management
New York
$540K -$587K -12,078 -53%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$518K – – –
Allianz Asset Management
133
Allianz Asset Management
Germany
$508K +$180K +3,706 +57%
PPCM
134
Pillar Pacific Capital Management
California
$503K -$9.23K -190 -2%
BCM
135
Brasada Capital Management
Texas
$497K +$292K +6,000 +150%
BC
136
Brinker Capital
Pennsylvania
$495K +$59.4K +1,223 +14%
Stifel Financial
137
Stifel Financial
Missouri
$488K -$565K -11,628 -54%
PIA
138
Piedmont Investment Advisors
North Carolina
$479K +$23.7K +487 +5%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$441K +$382K +7,870 +778%
O
140
OppenheimerFunds
New York
$438K -$12.2K -250 -3%
AA
141
ALPS Advisors
Colorado
$418K -$11.5K -237 -3%
MSL
142
Mackay Shields LLC
New York
$417K +$9.72K +200 +2%
GHCM
143
Glen Harbor Capital Management
California
$407K – – –
Millennium Management
144
Millennium Management
New York
$404K +$120K +2,459 +43%
IFAM
145
Institutional & Family Asset Management
Colorado
$393K – – –
MM
146
Midas Management
New York
$383K – – –
US Bancorp
147
US Bancorp
Minnesota
$372K +$283K +5,823 +352%
XK
148
Xact Kapitalforvaltning
Sweden
$350K – – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$347K -$59.2K -1,219 -15%
Walleye Trading
150
Walleye Trading
New York
$345K +$209K +4,301 +163%
4 5
6
7 8

AEIS Hedge Fund Activity: Q1 2019 in Review

241 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2019, worth a combined $1.9B — up 19% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AEIS and 23 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 95 added.

The largest buyer was VOYA Investment Management, adding an estimated $23.4M. The largest seller was LSV Asset Management, cutting an estimated $25.8M.

  • 241 institutional investors held Advanced Energy (AEIS) as of Q1 2019, down from 249 in Q4 2018.
  • Funds reported $1.9B of Advanced Energy stock for Q1 2019, up 19% quarter-over-quarter.
  • 23 funds opened new Advanced Energy positions in Q1 2019 and 30 closed out, a net change of -7 holders.
  • The largest Advanced Energy buyer in Q1 2019 was VOYA Investment Management, an estimated $23.4M added.
  • The largest Advanced Energy seller in Q1 2019 was LSV Asset Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2019.