Advanced Energy
AEIS
268 hedge funds and large institutions have $1.97B invested in Advanced Energy in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 103 reducing their positions, and 53 closing their positions.
0.68% more ownership
Funds ownership: 96.68% → 97.36% (+0.68%)
9% less funds holding
Funds holding: 293 → 268 (-25)
11% less capital invested
Capital invested by funds: $2.21B → $1.97B (-$242M)
17% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 103
33% less call options, than puts
Call options by funds: $6.07M | Put options by funds: $9.12M
43% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 53
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.5M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$43.5M |
| 3 |
ClearBridge Investments
New York
|
+$21.5M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$21M |
| 5 |
Renaissance Technologies
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$39M |
| 2 |
PIMC
Praesidium Investment Management Company
New York
|
-$26.4M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$21.7M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$16M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$15.4M |
AEIS Hedge Fund Activity: Q3 2018 in Review
268 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2018, worth a combined $1.97B — down 11% from $2.21B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of AEIS and 30 opened new positions — a net loss of 23 holders — while 103 trimmed existing stakes and 86 added.
The largest buyer was Fidelity Investments, adding an estimated $43.5M. The largest seller was Prudential Financial, cutting an estimated $39M.
- 268 institutional investors held Advanced Energy (AEIS) as of Q3 2018, down from 293 in Q2 2018.
- Funds reported $1.97B of Advanced Energy stock for Q3 2018, down 11% quarter-over-quarter.
- 30 funds opened new Advanced Energy positions in Q3 2018 and 53 closed out, a net change of -23 holders.
- The largest Advanced Energy buyer in Q3 2018 was Fidelity Investments, an estimated $43.5M added.
- The largest Advanced Energy seller in Q3 2018 was Prudential Financial, an estimated $39M sold.
Based on aggregated 13F filings for Q3 2018.