Advanced Energy
AEIS
228 hedge funds and large institutions have $1.81B invested in Advanced Energy in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 15 closing their positions.
153% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 15
24% more capital invested
Capital invested by funds: $1.46B → $1.81B (+$347M)
11% more funds holding
Funds holding: 205 → 228 (+23)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 85
18% less call options, than puts
Call options by funds: $1.42M | Put options by funds: $1.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$31.4M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$16.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.72M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.38M |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
-$8.12M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$7.81M |
AEIS Hedge Fund Activity: Q3 2016 in Review
228 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2016, worth a combined $1.81B — up 24% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AEIS positions and 15 closed out — a net gain of 23 holders — while 72 added to existing stakes and 85 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $31.4M. The largest seller was Ameriprise, cutting an estimated $36.7M.
- 228 institutional investors held Advanced Energy (AEIS) as of Q3 2016, up from 205 in Q2 2016.
- Funds reported $1.81B of Advanced Energy stock for Q3 2016, up 24% quarter-over-quarter.
- 38 funds opened new Advanced Energy positions in Q3 2016 and 15 closed out, a net change of +23 holders.
- The largest Advanced Energy buyer in Q3 2016 was AllianceBernstein, an estimated $31.4M added.
- The largest Advanced Energy seller in Q3 2016 was Ameriprise, an estimated $36.7M sold.
Based on aggregated 13F filings for Q3 2016.