Advanced Energy
AEIS
249 hedge funds and large institutions have $1.61B invested in Advanced Energy in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 51 closing their positions.
0.09% less ownership
Funds ownership: 97.36% → 97.27% (-0.09%)
7% less funds holding
Funds holding: 268 → 249 (-19)
17% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 90
18% less capital invested
Capital invested by funds: $1.97B → $1.61B (-$358M)
33% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 51
38% less call options, than puts
Call options by funds: $2.02M | Put options by funds: $3.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.4M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$10.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$10.7M |
| 4 |
Janus Henderson Group
London,
|
+$7.84M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$38.2M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$10.6M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$9.49M |
| 4 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$7.08M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.86M |
AEIS Hedge Fund Activity: Q4 2018 in Review
249 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2018, worth a combined $1.61B — down 18% from $1.97B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of AEIS and 34 opened new positions — a net loss of 17 holders — while 90 trimmed existing stakes and 75 added.
The largest buyer was Fidelity Investments, adding an estimated $49.4M. The largest seller was Deutsche Bank, cutting an estimated $38.2M.
- 249 institutional investors held Advanced Energy (AEIS) as of Q4 2018, down from 268 in Q3 2018.
- Funds reported $1.61B of Advanced Energy stock for Q4 2018, down 18% quarter-over-quarter.
- 34 funds opened new Advanced Energy positions in Q4 2018 and 51 closed out, a net change of -17 holders.
- The largest Advanced Energy buyer in Q4 2018 was Fidelity Investments, an estimated $49.4M added.
- The largest Advanced Energy seller in Q4 2018 was Deutsche Bank, an estimated $38.2M sold.
Based on aggregated 13F filings for Q4 2018.