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Advanced Energy
AEIS

253 hedge funds and large institutions have $2.81B invested in Advanced Energy in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

27% more capital invested

Capital invested by funds: $2.22B → $2.81B (+$590M)

11% more funds holding

Funds holding: 228 → 253 (+25)

2% more ownership

Funds ownership: 101.26% → 103.26% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $4.1M

Holders
253
Holders Change
+25
Holders Change %
+10.96%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
90
Reduced
70
Closed
24
Calls
$2.74M
Puts
$4.1M
Net Calls
-$1.36M
Net Calls Change
-$1.35M

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
+$20.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$20M
3
CRCP
Copper Rock Capital Partners
Massachusetts
+$18.6M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$18.2M
5
RI
Redwood Investments
Massachusetts
+$17M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95M
2
Renaissance Technologies
Renaissance Technologies
New York
-$21.7M
3
Franklin Resources
Franklin Resources
California
-$16.9M
4
AIM
Artemis Investment Management
United Kingdom
-$6.81M
5
Man Group
Man Group
United Kingdom
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$410M +$1.75M +28,130 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M +$2.57M +41,297 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M -$95M -1,526,285 -39%
Ameriprise
4
Ameriprise
Minnesota
$165M +$9.51M +152,906 +7%
Victory Capital Management
5
Victory Capital Management
Texas
$160M +$20M +322,212 +17%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$87.3M -$4.11M -66,043 -5%
EARNEST Partners
7
EARNEST Partners
Georgia
$78.7M +$4.61M +74,030 +7%
State Street
8
State Street
Massachusetts
$77.5M -$2.26M -36,312 -3%
Franklin Resources
9
Franklin Resources
California
$71.1M -$16.9M -271,608 -21%
Northern Trust
10
Northern Trust
Illinois
$61.5M -$1.8M -28,892 -3%
ACB
11
Aristotle Capital Boston
Massachusetts
$59.2M +$1.26M +20,216 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$45.6M -$21.7M -349,422 -35%
Principal Financial Group
13
Principal Financial Group
Iowa
$43.8M +$2.26M +36,265 +6%
Norges Bank
14
Norges Bank
Norway
$43.5M – – –
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$42.2M +$894K +14,360 +2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$38.1M +$11M +177,227 +50%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$37.1M +$806K +12,958 +3%
ICOM
18
Investment Counselors of Maryland
Maryland
$35.4M +$511K +8,207 +2%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$32.8M -$1.28M -20,554 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.3M -$3.95M -63,460 -13%
ClearBridge Investments
21
ClearBridge Investments
New York
$30.9M +$3.12M +50,213 +13%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$28.4M -$1.82M -29,204 -7%
PF
23
Phoenix Financial
Israel
$27.6M -$1.49M -23,923 -6%
RA
24
Royce & Associates
New York
$27.3M -$202K -3,248 -0.8%
Invesco
25
Invesco
Georgia
$25M +$2.93M +47,067 +15%
1
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AEIS Hedge Fund Activity: Q4 2019 in Review

253 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2019, worth a combined $2.81B — up 27% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AEIS positions and 24 closed out — a net gain of 31 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was Hardman Johnston Global Advisors, opening a new position worth an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $95M.

  • 253 institutional investors held Advanced Energy (AEIS) as of Q4 2019, up from 228 in Q3 2019.
  • Funds reported $2.81B of Advanced Energy stock for Q4 2019, up 27% quarter-over-quarter.
  • 55 funds opened new Advanced Energy positions in Q4 2019 and 24 closed out, a net change of +31 holders.
  • The largest Advanced Energy buyer in Q4 2019 was Hardman Johnston Global Advisors, an estimated $20.8M added.
  • The largest Advanced Energy seller in Q4 2019 was Fidelity Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2019.