Advanced Energy
AEIS
287 hedge funds and large institutions have $3.67B invested in Advanced Energy in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 110 increasing their positions, 115 reducing their positions, and 36 closing their positions.
17% more capital invested
Capital invested by funds: $3.12B → $3.67B (+$543M)
3.73% more ownership
Funds ownership: 97.45% → 101.18% (+3.7%)
3% more call options, than puts
Call options by funds: $4.67M | Put options by funds: $4.54M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 115
6% less funds holding
Funds holding: 304 → 287 (-17)
42% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$17M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$12.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$44.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$18.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$11.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.87M |
AEIS Hedge Fund Activity: Q1 2023 in Review
287 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2023, worth a combined $3.67B — up 17% from $3.12B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of AEIS and 21 opened new positions — a net loss of 15 holders — while 115 trimmed existing stakes and 110 added.
The largest buyer was Fidelity Investments, adding an estimated $58.7M. The largest seller was Millennium Management, cutting an estimated $44.5M.
- 287 institutional investors held Advanced Energy (AEIS) as of Q1 2023, down from 304 in Q4 2022.
- Funds reported $3.67B of Advanced Energy stock for Q1 2023, up 17% quarter-over-quarter.
- 21 funds opened new Advanced Energy positions in Q1 2023 and 36 closed out, a net change of -15 holders.
- The largest Advanced Energy buyer in Q1 2023 was Fidelity Investments, an estimated $58.7M added.
- The largest Advanced Energy seller in Q1 2023 was Millennium Management, an estimated $44.5M sold.
Based on aggregated 13F filings for Q1 2023.