Advanced Energy
AEIS
159 hedge funds and large institutions have $707M invested in Advanced Energy in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 32 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 32
2% less funds holding
Funds holding: 162 → 159 (-3)
19% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $1.3M
23% less capital invested
Capital invested by funds: $924M → $707M (-$216M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$11.7M |
| 2 |
RA
Royce & Associates
New York
|
+$11M |
| 3 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$10.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$8.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$47.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21M |
| 3 |
Bank of New York Mellon
New York
|
-$15.6M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$9.08M |
| 5 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
-$8.54M |
AEIS Hedge Fund Activity: Q2 2014 in Review
159 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2014, worth a combined $707M — down 23% from $924M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AEIS and 29 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 60 added.
The largest buyer was Norges Bank, adding an estimated $11.7M. The largest seller was Systematic Financial Management, cutting an estimated $47.1M.
- 159 institutional investors held Advanced Energy (AEIS) as of Q2 2014, down from 162 in Q1 2014.
- Funds reported $707M of Advanced Energy stock for Q2 2014, down 23% quarter-over-quarter.
- 29 funds opened new Advanced Energy positions in Q2 2014 and 32 closed out, a net change of -3 holders.
- The largest Advanced Energy buyer in Q2 2014 was Norges Bank, an estimated $11.7M added.
- The largest Advanced Energy seller in Q2 2014 was Systematic Financial Management, an estimated $47.1M sold.
Based on aggregated 13F filings for Q2 2014.