Advanced Energy
AEIS
291 hedge funds and large institutions have $4.4B invested in Advanced Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.
11% more capital invested
Capital invested by funds: $3.97B → $4.4B (+$428M)
5.93% more ownership
Funds ownership: 102.28% → 108.21% (+5.9%)
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 116
1% less funds holding
Funds holding: 295 → 291 (-4)
68% less call options, than puts
Call options by funds: $6.07M | Put options by funds: $19.2M
Top Buyers
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$61.3M |
| 2 |
Morgan Stanley
New York
|
+$39.2M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$21.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$14.3M |
Top Sellers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.3M |
| 2 |
Axa
Paris,
France
|
-$7.35M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.2M |
| 4 |
SCM
Snyder Capital Management
San Francisco,
California
|
-$6.26M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
-$5.64M |
AEIS Hedge Fund Activity: Q4 2023 in Review
291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2023, worth a combined $4.4B — up 11% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AEIS positions and 29 closed out — a net gain of 1 holder — while 105 added to existing stakes and 116 trimmed.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $61.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $12.3M sold.
- 291 institutional investors held Advanced Energy (AEIS) as of Q4 2023, down from 295 in Q3 2023.
- Funds reported $4.4B of Advanced Energy stock for Q4 2023, up 11% quarter-over-quarter.
- 30 funds opened new Advanced Energy positions in Q4 2023 and 29 closed out, a net change of +1 holder.
- The largest Advanced Energy buyer in Q4 2023 was Channing Capital Management, an estimated $61.3M added.
- The largest Advanced Energy seller in Q4 2023 was Arrowstreet Capital, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2023.