Advanced Energy
AEIS
258 hedge funds and large institutions have $2.35B invested in Advanced Energy in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 26 closing their positions.
96% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 26
10% more funds holding
Funds holding: 234 → 258 (+24)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.4% less ownership
Funds ownership: 97.82% → 97.42% (-0.4%)
9% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 88
7% less capital invested
Capital invested by funds: $2.54B → $2.35B (-$189M)
56% less call options, than puts
Call options by funds: $2.57M | Put options by funds: $5.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$37.6M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
+$14.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.8M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$12.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$34.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$21.4M |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$16M |
| 4 |
BlackRock
New York
|
-$13.4M |
| 5 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$9.62M |
AEIS Hedge Fund Activity: Q3 2020 in Review
258 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2020, worth a combined $2.35B — down 7.5% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AEIS positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 88 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $37.6M. The largest seller was Pictet Asset Management (UK), cutting an estimated $34.9M.
- 258 institutional investors held Advanced Energy (AEIS) as of Q3 2020, up from 234 in Q2 2020.
- Funds reported $2.35B of Advanced Energy stock for Q3 2020, down 7.5% quarter-over-quarter.
- 51 funds opened new Advanced Energy positions in Q3 2020 and 26 closed out, a net change of +25 holders.
- The largest Advanced Energy buyer in Q3 2020 was Massachusetts Financial Services, an estimated $37.6M added.
- The largest Advanced Energy seller in Q3 2020 was Pictet Asset Management (UK), an estimated $34.9M sold.
Based on aggregated 13F filings for Q3 2020.