Advanced Energy
AEIS
312 hedge funds and large institutions have $3.08B invested in Advanced Energy in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 35 closing their positions.
40% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 35
24% more capital inflows, than outflows
Capital inflows: $257M | Capital outflows: $206M
21% more call options, than puts
Call options by funds: $22.7M | Put options by funds: $18.7M
3% more funds holding
Funds holding: 302 → 312 (+10)
1.15% more ownership
Funds ownership: 94.17% → 95.32% (+1.2%)
8% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$37.8M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$23.2M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$16.8M |
| 4 |
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$12.8M |
| 5 |
PP
PDT Partners
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.6M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$16.2M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$13.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.6M |
| 5 |
Royce & Associates
New York
|
-$8.66M |
AEIS Hedge Fund Activity: Q3 2017 in Review
312 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2017, worth a combined $3.08B — up 27% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new AEIS positions and 35 closed out — a net gain of 14 holders — while 110 added to existing stakes and 119 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $37.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.6M.
- 312 institutional investors held Advanced Energy (AEIS) as of Q3 2017, up from 302 in Q2 2017.
- Funds reported $3.08B of Advanced Energy stock for Q3 2017, up 27% quarter-over-quarter.
- 49 funds opened new Advanced Energy positions in Q3 2017 and 35 closed out, a net change of +14 holders.
- The largest Advanced Energy buyer in Q3 2017 was Victory Capital Management, an estimated $37.8M added.
- The largest Advanced Energy seller in Q3 2017 was T. Rowe Price Associates, an estimated $42.6M sold.
Based on aggregated 13F filings for Q3 2017.