Advanced Energy
AEIS
156 hedge funds and large institutions have $620M invested in Advanced Energy in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 22 closing their positions.
956% more call options, than puts
Call options by funds: $855K | Put options by funds: $81K
23% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $623M → $620M (-$3.18M)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
1% less funds holding
Funds holding: 158 → 156 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.1M |
| 2 |
KCM
Kingdon Capital Management
New York
|
+$6.87M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$6.61M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$6.28M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$25.3M |
| 2 |
JP Morgan Chase
New York
|
-$5.83M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$5.22M |
| 4 |
RA
Royce & Associates
New York
|
-$4.44M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$4.17M |
AEIS Hedge Fund Activity: Q3 2013 in Review
156 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2013, worth a combined $620M — down 0.51% from $623M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of AEIS and 21 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 64 added.
The largest buyer was Fidelity Investments, adding an estimated $27.1M. The largest seller was Goldman Sachs, cutting an estimated $25.3M.
- 156 institutional investors held Advanced Energy (AEIS) as of Q3 2013, down from 158 in Q2 2013.
- Funds reported $620M of Advanced Energy stock for Q3 2013, down 0.51% quarter-over-quarter.
- 21 funds opened new Advanced Energy positions in Q3 2013 and 22 closed out, a net change of -1 holder.
- The largest Advanced Energy buyer in Q3 2013 was Fidelity Investments, an estimated $27.1M added.
- The largest Advanced Energy seller in Q3 2013 was Goldman Sachs, an estimated $25.3M sold.
Based on aggregated 13F filings for Q3 2013.