Advanced Energy
AEIS
228 hedge funds and large institutions have $2.23B invested in Advanced Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 28 closing their positions.
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
2% more funds holding
Funds holding: 223 → 228 (+5)
0% more capital invested
Capital invested by funds: $2.21B → $2.23B (+$10.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less call options, than puts
Call options by funds: $2.43M | Put options by funds: $2.44M
5% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 73
1.7% less ownership
Funds ownership: 102.96% → 101.26% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 4 |
BlackRock
New York
|
+$8.58M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$48.7M |
| 2 |
Renaissance Technologies
New York
|
-$14.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$9.48M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.22M |
| 5 |
RA
Royce & Associates
New York
|
-$8.11M |
AEIS Hedge Fund Activity: Q3 2019 in Review
228 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2019, worth a combined $2.23B — up 0.49% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AEIS positions and 28 closed out — a net gain of 9 holders — while 69 added to existing stakes and 73 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $24.3M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $48.7M sold.
- 228 institutional investors held Advanced Energy (AEIS) as of Q3 2019, up from 223 in Q2 2019.
- Funds reported $2.23B of Advanced Energy stock for Q3 2019, up 0.49% quarter-over-quarter.
- 37 funds opened new Advanced Energy positions in Q3 2019 and 28 closed out, a net change of +9 holders.
- The largest Advanced Energy buyer in Q3 2019 was Fidelity Investments, an estimated $24.3M added.
- The largest Advanced Energy seller in Q3 2019 was Janus Henderson Group, an estimated $48.7M sold.
Based on aggregated 13F filings for Q3 2019.