Advanced Energy
AEIS
234 hedge funds and large institutions have $2.54B invested in Advanced Energy in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 25
38% more capital invested
Capital invested by funds: $1.84B → $2.54B (+$695M)
4% more funds holding
Funds holding: 224 → 234 (+10)
1.16% less ownership
Funds ownership: 98.96% → 97.79% (-1.2%)
14% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 88
22% less call options, than puts
Call options by funds: $3.85M | Put options by funds: $4.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$25.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.2M |
| 3 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
+$20.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$8.21M |
| 5 |
BlackRock
New York
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$23.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$20M |
| 4 |
Renaissance Technologies
New York
|
-$16.6M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$16.1M |
AEIS Hedge Fund Activity: Q2 2020 in Review
234 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2020, worth a combined $2.54B — up 38% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AEIS positions and 25 closed out — a net gain of 11 holders — while 76 added to existing stakes and 88 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $25.3M. The largest seller was Fidelity Investments, cutting an estimated $33.8M.
- 234 institutional investors held Advanced Energy (AEIS) as of Q2 2020, up from 224 in Q1 2020.
- Funds reported $2.54B of Advanced Energy stock for Q2 2020, up 38% quarter-over-quarter.
- 36 funds opened new Advanced Energy positions in Q2 2020 and 25 closed out, a net change of +11 holders.
- The largest Advanced Energy buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $25.3M added.
- The largest Advanced Energy seller in Q2 2020 was Fidelity Investments, an estimated $33.8M sold.
Based on aggregated 13F filings for Q2 2020.