Advanced Energy
AEIS
302 hedge funds and large institutions have $2.42B invested in Advanced Energy in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 31 closing their positions.
55% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 31
5% more funds holding
Funds holding: 287 → 302 (+15)
0.5% less ownership
Funds ownership: 94.67% → 94.17% (-0.5%)
6% less capital invested
Capital invested by funds: $2.58B → $2.42B (-$157M)
15% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 118
47% less call options, than puts
Call options by funds: $8.26M | Put options by funds: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$30.3M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$18.7M |
| 3 |
BlackRock
New York
|
+$11.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.6M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
-$25.9M |
| 2 |
JP Morgan Chase
New York
|
-$19.2M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$18.8M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$15.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.3M |
AEIS Hedge Fund Activity: Q2 2017 in Review
302 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2017, worth a combined $2.42B — down 6.1% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AEIS positions and 31 closed out — a net gain of 17 holders — while 100 added to existing stakes and 118 trimmed.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $30.3M. The largest seller was Praesidium Investment Management Company, cutting an estimated $25.9M.
- 302 institutional investors held Advanced Energy (AEIS) as of Q2 2017, up from 287 in Q1 2017.
- Funds reported $2.42B of Advanced Energy stock for Q2 2017, down 6.1% quarter-over-quarter.
- 48 funds opened new Advanced Energy positions in Q2 2017 and 31 closed out, a net change of +17 holders.
- The largest Advanced Energy buyer in Q2 2017 was Columbia Wanger Asset Management, an estimated $30.3M added.
- The largest Advanced Energy seller in Q2 2017 was Praesidium Investment Management Company, an estimated $25.9M sold.
Based on aggregated 13F filings for Q2 2017.