Advanced Energy
AEIS
304 hedge funds and large institutions have $3.12B invested in Advanced Energy in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 18 closing their positions.
178% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more call options, than puts
Call options by funds: $8.23M | Put options by funds: $4.53M
11% more funds holding
Funds holding: 275 → 304 (+29)
6% more capital inflows, than outflows
Capital inflows: $167M | Capital outflows: $158M
3% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 110
2.16% less ownership
Funds ownership: 99.61% → 97.45% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27M |
| 2 |
Millennium Management
New York
|
+$23.1M |
| 3 |
BlackRock
New York
|
+$12.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$6.08M |
| 5 |
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$37M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$24.4M |
| 3 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$20.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$17.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$7.04M |
AEIS Hedge Fund Activity: Q4 2022 in Review
304 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2022, worth a combined $3.12B — up 8.5% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AEIS positions and 18 closed out — a net gain of 32 holders — while 107 added to existing stakes and 110 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $27M. The largest seller was Massachusetts Financial Services, cutting an estimated $37M.
- 304 institutional investors held Advanced Energy (AEIS) as of Q4 2022, up from 275 in Q3 2022.
- Funds reported $3.12B of Advanced Energy stock for Q4 2022, up 8.5% quarter-over-quarter.
- 50 funds opened new Advanced Energy positions in Q4 2022 and 18 closed out, a net change of +32 holders.
- The largest Advanced Energy buyer in Q4 2022 was Fidelity Investments, an estimated $27M added.
- The largest Advanced Energy seller in Q4 2022 was Massachusetts Financial Services, an estimated $37M sold.
Based on aggregated 13F filings for Q4 2022.