Advanced Energy
AEIS
241 hedge funds and large institutions have $1.9B invested in Advanced Energy in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 69 reducing their positions, and 30 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 69
18% more call options, than puts
Call options by funds: $3.17M | Put options by funds: $2.68M
18% more capital invested
Capital invested by funds: $1.61B → $1.9B (+$289M)
2.69% more ownership
Funds ownership: 97.27% → 99.96% (+2.7%)
3% less funds holding
Funds holding: 249 → 241 (-8)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$23.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.9M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$17.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.2M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$25.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.8M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$8.05M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$7.43M |
| 5 |
Renaissance Technologies
New York
|
-$6.31M |
AEIS Hedge Fund Activity: Q1 2019 in Review
241 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2019, worth a combined $1.9B — up 18% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AEIS and 23 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 96 added.
The largest buyer was VOYA Investment Management, adding an estimated $23.4M. The largest seller was LSV Asset Management, cutting an estimated $25.8M.
- 241 institutional investors held Advanced Energy (AEIS) as of Q1 2019, down from 249 in Q4 2018.
- Funds reported $1.9B of Advanced Energy stock for Q1 2019, up 18% quarter-over-quarter.
- 23 funds opened new Advanced Energy positions in Q1 2019 and 30 closed out, a net change of -7 holders.
- The largest Advanced Energy buyer in Q1 2019 was VOYA Investment Management, an estimated $23.4M added.
- The largest Advanced Energy seller in Q1 2019 was LSV Asset Management, an estimated $25.8M sold.
Based on aggregated 13F filings for Q1 2019.