Advanced Energy
AEIS
158 hedge funds and large institutions have $814M invested in Advanced Energy in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 26 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
93% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $849K
31% more capital invested
Capital invested by funds: $621M → $814M (+$193M)
1% more funds holding
Funds holding: 156 → 158 (+2)
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
17% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$23.5M |
| 2 |
Bank of New York Mellon
New York
|
+$21.4M |
| 3 |
QAM
Quentec Asset Management
New York
|
+$6.39M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$6.3M |
| 5 |
TA
Teachers Advisors
New York
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.28M |
| 3 |
Millennium Management
New York
|
-$6.1M |
| 4 |
Renaissance Technologies
New York
|
-$5.93M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.86M |
AEIS Hedge Fund Activity: Q4 2013 in Review
158 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2013, worth a combined $814M — up 31% from $621M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AEIS positions and 26 closed out — a net gain of 2 holders — while 54 added to existing stakes and 65 trimmed.
The largest buyer was Frontier Capital Management, adding an estimated $23.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $24.4M sold.
- 158 institutional investors held Advanced Energy (AEIS) as of Q4 2013, up from 156 in Q3 2013.
- Funds reported $814M of Advanced Energy stock for Q4 2013, up 31% quarter-over-quarter.
- 28 funds opened new Advanced Energy positions in Q4 2013 and 26 closed out, a net change of +2 holders.
- The largest Advanced Energy buyer in Q4 2013 was Frontier Capital Management, an estimated $23.5M added.
- The largest Advanced Energy seller in Q4 2013 was Fidelity Investments, an estimated $24.4M sold.
Based on aggregated 13F filings for Q4 2013.