Advanced Energy
AEIS
169 hedge funds and large institutions have $1.05B invested in Advanced Energy in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 30 closing their positions.
144% more call options, than puts
Call options by funds: $2.15M | Put options by funds: $883K
34% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 53
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $1.08B → $1.05B (-$24.4M)
6% less funds holding
Funds holding: 180 → 169 (-11)
33% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$51.9M |
| 2 |
JP Morgan Chase
New York
|
+$16.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.48M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$6.06M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$32.2M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$11M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.27M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$7.8M |
| 5 |
ERM
Elm Ridge Management
Briarcliff Manor,
New York
|
-$6.19M |
AEIS Hedge Fund Activity: Q3 2015 in Review
169 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2015, worth a combined $1.05B — down 2.3% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AEIS and 20 opened new positions — a net loss of 10 holders — while 53 trimmed existing stakes and 71 added.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $51.9M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $32.2M sold.
- 169 institutional investors held Advanced Energy (AEIS) as of Q3 2015, down from 180 in Q2 2015.
- Funds reported $1.05B of Advanced Energy stock for Q3 2015, down 2.3% quarter-over-quarter.
- 20 funds opened new Advanced Energy positions in Q3 2015 and 30 closed out, a net change of -10 holders.
- The largest Advanced Energy buyer in Q3 2015 was EARNEST Partners, an estimated $51.9M added.
- The largest Advanced Energy seller in Q3 2015 was Westfield Capital Management, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2015.