Advanced Energy
AEIS
199 hedge funds and large institutions have $1.36B invested in Advanced Energy in 2016 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 19 closing their positions.
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
118% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $827K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more capital invested
Capital invested by funds: $1.1B → $1.36B (+$263M)
14% more funds holding
Funds holding: 175 → 199 (+24)
9% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.3M |
| 2 |
CCI
Columbus Circle Investors
|
+$11.9M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$11.1M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$9.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.3M |
| 3 |
RA
Royce & Associates
New York
|
-$8.05M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$7.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.28M |
AEIS Hedge Fund Activity: Q1 2016 in Review
199 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2016, worth a combined $1.36B — up 24% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AEIS positions and 19 closed out — a net gain of 24 holders — while 70 added to existing stakes and 64 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $15.3M. The largest seller was Ameriprise, cutting an estimated $27.9M.
- 199 institutional investors held Advanced Energy (AEIS) as of Q1 2016, up from 175 in Q4 2015.
- Funds reported $1.36B of Advanced Energy stock for Q1 2016, up 24% quarter-over-quarter.
- 43 funds opened new Advanced Energy positions in Q1 2016 and 19 closed out, a net change of +24 holders.
- The largest Advanced Energy buyer in Q1 2016 was Principal Financial Group, an estimated $15.3M added.
- The largest Advanced Energy seller in Q1 2016 was Ameriprise, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2016.