Advanced Energy
AEIS
293 hedge funds and large institutions have $2.21B invested in Advanced Energy in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 53 closing their positions.
3.23% more ownership
Funds ownership: 93.44% → 96.68% (+3.2%)
7% less funds holding
Funds holding: 314 → 293 (-21)
7% less capital invested
Capital invested by funds: $2.37B → $2.21B (-$161M)
15% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 118
38% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 53
40% less call options, than puts
Call options by funds: $5.32M | Put options by funds: $8.85M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$57.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$52M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.9M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$24.7M |
| 5 |
RA
Royce & Associates
New York
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$19.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$19.8M |
| 4 |
Millennium Management
New York
|
-$17.6M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$11.7M |
AEIS Hedge Fund Activity: Q2 2018 in Review
293 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2018, worth a combined $2.21B — down 6.8% from $2.37B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of AEIS and 33 opened new positions — a net loss of 20 holders — while 118 trimmed existing stakes and 100 added.
The largest buyer was Franklin Resources, opening a new position worth an estimated $57.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $29M sold.
- 293 institutional investors held Advanced Energy (AEIS) as of Q2 2018, down from 314 in Q1 2018.
- Funds reported $2.21B of Advanced Energy stock for Q2 2018, down 6.8% quarter-over-quarter.
- 33 funds opened new Advanced Energy positions in Q2 2018 and 53 closed out, a net change of -20 holders.
- The largest Advanced Energy buyer in Q2 2018 was Franklin Resources, an estimated $57.4M added.
- The largest Advanced Energy seller in Q2 2018 was Arrowstreet Capital, an estimated $29M sold.
Based on aggregated 13F filings for Q2 2018.