Advanced Energy
AEIS
287 hedge funds and large institutions have $2.58B invested in Advanced Energy in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 115 reducing their positions, and 26 closing their positions.
123% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 26
112% more capital inflows, than outflows
Capital inflows: $487M | Capital outflows: $230M
10% more funds holding
Funds holding: 261 → 287 (+26)
1.15% less ownership
Funds ownership: 95.82% → 94.67% (-1.2%)
25% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 115
52% less call options, than puts
Call options by funds: $9.16M | Put options by funds: $18.9M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$307M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$36.9M |
| 3 |
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$12.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.74M |
| 5 |
Millennium Management
New York
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
-$35.2M |
| 2 |
JP Morgan Chase
New York
|
-$34M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$15.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13M |
AEIS Hedge Fund Activity: Q1 2017 in Review
287 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2017, worth a combined $2.58B — up 24% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AEIS positions and 26 closed out — a net gain of 32 holders — while 86 added to existing stakes and 115 trimmed.
The largest buyer was BlackRock, adding an estimated $307M. The largest seller was Praesidium Investment Management Company, cutting an estimated $35.2M.
- 287 institutional investors held Advanced Energy (AEIS) as of Q1 2017, up from 261 in Q4 2016.
- Funds reported $2.58B of Advanced Energy stock for Q1 2017, up 24% quarter-over-quarter.
- 58 funds opened new Advanced Energy positions in Q1 2017 and 26 closed out, a net change of +32 holders.
- The largest Advanced Energy buyer in Q1 2017 was BlackRock, an estimated $307M added.
- The largest Advanced Energy seller in Q1 2017 was Praesidium Investment Management Company, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2017.