Advanced Energy
AEIS
271 hedge funds and large institutions have $3.33B invested in Advanced Energy in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 27 closing their positions.
63% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 27
61% more call options, than puts
Call options by funds: $7.04M | Put options by funds: $4.38M
5% more funds holding
Funds holding: 258 → 271 (+13)
1.34% more ownership
Funds ownership: 96.01% → 97.35% (+1.3%)
3% more capital invested
Capital invested by funds: $3.23B → $3.33B (+$107M)
7% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$42.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$27.3M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$11.6M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$7.28M |
| 5 |
RA
Royce & Associates
New York
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$43M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.04M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.23M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$8M |
AEIS Hedge Fund Activity: Q4 2021 in Review
271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2021, worth a combined $3.33B — up 3.3% from $3.23B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AEIS positions and 27 closed out — a net gain of 17 holders — while 94 added to existing stakes and 101 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $42.9M. The largest seller was Fidelity Investments, cutting an estimated $43M.
- 271 institutional investors held Advanced Energy (AEIS) as of Q4 2021, up from 258 in Q3 2021.
- Funds reported $3.33B of Advanced Energy stock for Q4 2021, up 3.3% quarter-over-quarter.
- 44 funds opened new Advanced Energy positions in Q4 2021 and 27 closed out, a net change of +17 holders.
- The largest Advanced Energy buyer in Q4 2021 was Victory Capital Management, an estimated $42.9M added.
- The largest Advanced Energy seller in Q4 2021 was Fidelity Investments, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2021.