Advanced Energy
AEIS
314 hedge funds and large institutions have $2.37B invested in Advanced Energy in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 44 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 114
1.02% less ownership
Funds ownership: 94.47% → 93.44% (-1%)
3% less funds holding
Funds holding: 325 → 314 (-11)
6% less capital invested
Capital invested by funds: $2.53B → $2.37B (-$159M)
14% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 44
23% less call options, than puts
Call options by funds: $8.94M | Put options by funds: $11.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$61.5M |
| 2 |
PA
Pinnacle Associates
New York
|
+$24.8M |
| 3 |
Renaissance Technologies
New York
|
+$21M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$64.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$38.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$31.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$16.5M |
| 5 |
Two Sigma Advisers
New York
|
-$15.3M |
AEIS Hedge Fund Activity: Q1 2018 in Review
314 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2018, worth a combined $2.37B — down 6.3% from $2.53B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of AEIS and 38 opened new positions — a net loss of 6 holders — while 114 trimmed existing stakes and 125 added.
The largest buyer was Ameriprise, adding an estimated $61.5M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $64.7M.
- 314 institutional investors held Advanced Energy (AEIS) as of Q1 2018, down from 325 in Q4 2017.
- Funds reported $2.37B of Advanced Energy stock for Q1 2018, down 6.3% quarter-over-quarter.
- 38 funds opened new Advanced Energy positions in Q1 2018 and 44 closed out, a net change of -6 holders.
- The largest Advanced Energy buyer in Q1 2018 was Ameriprise, an estimated $61.5M added.
- The largest Advanced Energy seller in Q1 2018 was Robeco Institutional Asset Management, an estimated $64.7M sold.
Based on aggregated 13F filings for Q1 2018.