Advanced Energy
AEIS
325 hedge funds and large institutions have $2.53B invested in Advanced Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 36 closing their positions.
44% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 36
4% more funds holding
Funds holding: 312 → 325 (+13)
1% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 115
0.85% less ownership
Funds ownership: 95.32% → 94.47% (-0.85%)
18% less capital invested
Capital invested by funds: $3.08B → $2.53B (-$546M)
79% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $56.5M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$24.2M |
| 2 |
Millennium Management
New York
|
+$19.7M |
| 3 |
Renaissance Technologies
New York
|
+$18.2M |
| 4 |
JP Morgan Chase
New York
|
+$11.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
-$64.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.5M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$15M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$12.7M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$10.3M |
AEIS Hedge Fund Activity: Q4 2017 in Review
325 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2017, worth a combined $2.53B — down 18% from $3.08B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AEIS positions and 36 closed out — a net gain of 16 holders — while 116 added to existing stakes and 115 trimmed.
The largest buyer was Columbia Wanger Asset Management, adding an estimated $24.2M. The largest seller was EARNEST Partners, cutting an estimated $64.1M.
- 325 institutional investors held Advanced Energy (AEIS) as of Q4 2017, up from 312 in Q3 2017.
- Funds reported $2.53B of Advanced Energy stock for Q4 2017, down 18% quarter-over-quarter.
- 52 funds opened new Advanced Energy positions in Q4 2017 and 36 closed out, a net change of +16 holders.
- The largest Advanced Energy buyer in Q4 2017 was Columbia Wanger Asset Management, an estimated $24.2M added.
- The largest Advanced Energy seller in Q4 2017 was EARNEST Partners, an estimated $64.1M sold.
Based on aggregated 13F filings for Q4 2017.