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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
SFM
176
Systematic Financial Management
New Jersey
$178K -$1.46K -30 -0.8%
AIP
177
Ameritas Investment Partners
Nebraska
$165K – – –
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$120K -$24.1K -496 -17%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$101K -$108K -2,223 -52%
MOACM
180
Mutual of America Capital Management
New York
$97K +$48.5K +997 +105%
AIS
181
AlphaOne Investment Services
Pennsylvania
$89K +$2.58K +53 +3%
QCG
182
Quadrant Capital Group
Ohio
$89K +$75.8K +1,559 +471%
PRC
183
Pearl River Capital
Michigan
$78K +$52.1K +1,072 +214%
AG
184
Advisor Group
Arizona
$73K -$826 -17 -1%
LIA
185
LS Investment Advisors
Michigan
$58K – – –
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K +$7.24K +149 +15%
Fuller & Thaler Asset Management
187
Fuller & Thaler Asset Management
California
$55K +$22.8K +470 +75%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$48K +$9.04K +186 +23%
SWA
189
Sutton Wealth Advisors
Florida
$44.4K – – –
WEC
190
Winslow Evans & Crocker
Massachusetts
$44K – – –
RCAG
191
Rehmann Capital Advisory Group
Michigan
$40.2K +$4.57K +94 +13%
PGA
192
Premia Global Advisors
Florida
$37K +$36.4K +748 New
JIR
193
James Investment Research
Ohio
$35K – – –
PVH
194
Psagot Value Holdings
Israel
$28K +$2.33K +48 +9%
GRP
195
Global Retirement Partners
California
$23K +$6.12K +126 +37%
Simplex Trading
196
Simplex Trading
Illinois
$23K +$22.9K +471 New
VCM
197
Versant Capital Management
Arizona
$22K +$7.92K +163 +56%
S
198
SignatureFD
Georgia
$21K – – –
CAW
199
Cornerstone Advisors (Washington)
Washington
$20K +$1.46K +30 +8%
FHB
200
First Hawaiian Bank
Hawaii
$18K – – –
6 7
8
9 10

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.