Advanced Energy
AEIS
278 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 110 increasing their positions, 97 reducing their positions, and 53 closing their positions.
240% more call options, than puts
Call options by funds: $20.1M | Put options by funds: $5.91M
13% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 97
1.23% more ownership
Funds ownership: 96.25% → 97.47% (+1.2%)
5% more capital invested
Capital invested by funds: $4.02B → $4.21B (+$188M)
7% less funds holding
Funds holding: 299 → 278 (-21)
36% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 53
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$62.5M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$57.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44M |
| 4 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$37.2M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$21.8M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$17.7M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$16.9M |
| 5 |
BlackRock
New York
|
-$16.5M |
AEIS Hedge Fund Activity: Q2 2021 in Review
278 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2021, worth a combined $4.21B — up 4.7% from $4.02B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of AEIS and 34 opened new positions — a net loss of 19 holders — while 97 trimmed existing stakes and 110 added.
The largest buyer was State Street, adding an estimated $62.5M. The largest seller was Fidelity Investments, cutting an estimated $59.5M.
- 278 institutional investors held Advanced Energy (AEIS) as of Q2 2021, down from 299 in Q1 2021.
- Funds reported $4.21B of Advanced Energy stock for Q2 2021, up 4.7% quarter-over-quarter.
- 34 funds opened new Advanced Energy positions in Q2 2021 and 53 closed out, a net change of -19 holders.
- The largest Advanced Energy buyer in Q2 2021 was State Street, an estimated $62.5M added.
- The largest Advanced Energy seller in Q2 2021 was Fidelity Investments, an estimated $59.5M sold.
Based on aggregated 13F filings for Q2 2021.