Advanced Energy
AEIS
223 hedge funds and large institutions have $2.21B invested in Advanced Energy in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 40 closing their positions.
17% more capital invested
Capital invested by funds: $1.9B → $2.21B (+$317M)
11% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $2.42M
3% more ownership
Funds ownership: 99.96% → 102.96% (+3%)
7% less funds holding
Funds holding: 241 → 223 (-18)
19% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 83
35% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$77.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$16.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$11.1M |
| 5 |
Morgan Stanley
New York
|
+$8.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$15.1M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$14.9M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$12.5M |
| 4 |
Renaissance Technologies
New York
|
-$9.85M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$9.45M |
AEIS Hedge Fund Activity: Q2 2019 in Review
223 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2019, worth a combined $2.21B — up 17% from $1.9B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of AEIS and 26 opened new positions — a net loss of 14 holders — while 83 trimmed existing stakes and 67 added.
The largest buyer was Victory Capital Management, adding an estimated $77.6M. The largest seller was LSV Asset Management, exiting entirely with an estimated $15.1M sold.
- 223 institutional investors held Advanced Energy (AEIS) as of Q2 2019, down from 241 in Q1 2019.
- Funds reported $2.21B of Advanced Energy stock for Q2 2019, up 17% quarter-over-quarter.
- 26 funds opened new Advanced Energy positions in Q2 2019 and 40 closed out, a net change of -14 holders.
- The largest Advanced Energy buyer in Q2 2019 was Victory Capital Management, an estimated $77.6M added.
- The largest Advanced Energy seller in Q2 2019 was LSV Asset Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q2 2019.