Advanced Energy
AEIS
289 hedge funds and large institutions have $3.62B invested in Advanced Energy in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 28 closing their positions.
114% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 28
54% more capital invested
Capital invested by funds: $2.35B → $3.62B (+$1.27B)
12% more funds holding
Funds holding: 258 → 289 (+31)
5% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $5.15M
0.16% more ownership
Funds ownership: 97.39% → 97.55% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$22.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$20.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$17.1M |
| 4 |
BlackRock
New York
|
+$15.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$25.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$16.1M |
| 4 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$10.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.13M |
AEIS Hedge Fund Activity: Q4 2020 in Review
289 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2020, worth a combined $3.62B — up 54% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new AEIS positions and 28 closed out — a net gain of 32 holders — while 89 added to existing stakes and 102 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $22.3M. The largest seller was Franklin Resources, exiting entirely with an estimated $25.6M sold.
- 289 institutional investors held Advanced Energy (AEIS) as of Q4 2020, up from 258 in Q3 2020.
- Funds reported $3.62B of Advanced Energy stock for Q4 2020, up 54% quarter-over-quarter.
- 60 funds opened new Advanced Energy positions in Q4 2020 and 28 closed out, a net change of +32 holders.
- The largest Advanced Energy buyer in Q4 2020 was Thrivent Financial for Lutherans, an estimated $22.3M added.
- The largest Advanced Energy seller in Q4 2020 was Franklin Resources, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2020.