Advanced Energy
AEIS
175 hedge funds and large institutions have $1.1B invested in Advanced Energy in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 19 closing their positions.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
14% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $1M
4% more funds holding
Funds holding: 169 → 175 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more ownership
Funds ownership: 97.47% → 97.47% (+0%)
7% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 67
28% less capital inflows, than outflows
Capital inflows: $76.9M | Capital outflows: $107M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$6.92M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.94M |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
+$4.77M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LG Capital Management
Owings Mills,
Maryland
|
-$18.4M |
| 2 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$16.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.35M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.92M |
AEIS Hedge Fund Activity: Q4 2015 in Review
175 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2015, worth a combined $1.1B — up 4.2% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AEIS positions and 19 closed out — a net gain of 7 holders — while 62 added to existing stakes and 67 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $6.92M. The largest seller was LG Capital Management, cutting an estimated $18.4M.
- 175 institutional investors held Advanced Energy (AEIS) as of Q4 2015, up from 169 in Q3 2015.
- Funds reported $1.1B of Advanced Energy stock for Q4 2015, up 4.2% quarter-over-quarter.
- 26 funds opened new Advanced Energy positions in Q4 2015 and 19 closed out, a net change of +7 holders.
- The largest Advanced Energy buyer in Q4 2015 was Renaissance Technologies, an estimated $6.92M added.
- The largest Advanced Energy seller in Q4 2015 was LG Capital Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2015.