Advanced Energy
AEIS
164 hedge funds and large institutions have $922M invested in Advanced Energy in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 25 closing their positions.
278% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $639K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more capital inflows, than outflows
Capital inflows: $130M | Capital outflows: $91.7M
33% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 49
2.69% more ownership
Funds ownership: 92.89% → 95.57% (+2.7%)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
2% less funds holding
Funds holding: 167 → 164 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$36M |
| 2 |
Gotham Asset Management
New York
|
+$14.7M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$10.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.05M |
| 5 |
BlackRock Fund Advisors
San Francisco,
California
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Frontier Capital Management
Boston,
Massachusetts
|
-$19.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$13.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.21M |
| 4 |
Royce & Associates
New York
|
-$7.16M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$4.59M |
AEIS Hedge Fund Activity: Q4 2014 in Review
164 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2014, worth a combined $922M — up 32% from $700M a quarter earlier.
Fund positioning in AEIS was balanced in Q4 2014: 25 funds opened new positions, 25 closed out, 65 added to existing stakes and 49 trimmed.
The largest buyer was Invesco, adding an estimated $36M. The largest seller was Frontier Capital Management, cutting an estimated $19.2M.
- 164 institutional investors held Advanced Energy (AEIS) as of Q4 2014, down from 167 in Q3 2014.
- Funds reported $922M of Advanced Energy stock for Q4 2014, up 32% quarter-over-quarter.
- 25 funds opened new Advanced Energy positions in Q4 2014 and 25 closed out, a net change of 0 holders.
- The largest Advanced Energy buyer in Q4 2014 was Invesco, an estimated $36M added.
- The largest Advanced Energy seller in Q4 2014 was Frontier Capital Management, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2014.