Advanced Energy
AEIS
253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.
129% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 24
29% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 70
27% more capital invested
Capital invested by funds: $2.22B → $2.81B (+$590M)
11% more funds holding
Funds holding: 228 → 253 (+25)
2% more ownership
Funds ownership: 101.26% → 103.26% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less call options, than puts
Call options by funds: $2.74M | Put options by funds: $4.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
+$20.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$20M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$18.6M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$18.2M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$95M |
| 2 |
Renaissance Technologies
New York
|
-$21.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$16.9M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$6.81M |
| 5 |
Man Group
London,
United Kingdom
|
-$5.26M |
AEIS Hedge Fund Activity: Q4 2019 in Review
253 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2019, worth a combined $2.81B — up 27% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AEIS positions and 24 closed out — a net gain of 31 holders — while 90 added to existing stakes and 70 trimmed.
The largest buyer was Hardman Johnston Global Advisors, opening a new position worth an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $95M.
- 253 institutional investors held Advanced Energy (AEIS) as of Q4 2019, up from 228 in Q3 2019.
- Funds reported $2.81B of Advanced Energy stock for Q4 2019, up 27% quarter-over-quarter.
- 55 funds opened new Advanced Energy positions in Q4 2019 and 24 closed out, a net change of +31 holders.
- The largest Advanced Energy buyer in Q4 2019 was Hardman Johnston Global Advisors, an estimated $20.8M added.
- The largest Advanced Energy seller in Q4 2019 was Fidelity Investments, an estimated $95M sold.
Based on aggregated 13F filings for Q4 2019.