Advanced Energy
AEIS
289 hedge funds and large institutions have $4.21B invested in Advanced Energy in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 28 closing their positions.
86% more call options, than puts
Call options by funds: $8.4M | Put options by funds: $4.51M
15% more capital invested
Capital invested by funds: $3.67B → $4.21B (+$544M)
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
1% more funds holding
Funds holding: 287 → 289 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.43% less ownership
Funds ownership: 101.18% → 100.75% (-0.43%)
19% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.07M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$42.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$30.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$9.53M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$8.89M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$8.02M |
AEIS Hedge Fund Activity: Q2 2023 in Review
289 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2023, worth a combined $4.21B — up 15% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AEIS positions and 28 closed out — a net gain of 3 holders — while 96 added to existing stakes and 119 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $71M. The largest seller was Envestnet Asset Management, cutting an estimated $42.9M.
- 289 institutional investors held Advanced Energy (AEIS) as of Q2 2023, up from 287 in Q1 2023.
- Funds reported $4.21B of Advanced Energy stock for Q2 2023, up 15% quarter-over-quarter.
- 31 funds opened new Advanced Energy positions in Q2 2023 and 28 closed out, a net change of +3 holders.
- The largest Advanced Energy buyer in Q2 2023 was Fidelity Investments, an estimated $71M added.
- The largest Advanced Energy seller in Q2 2023 was Envestnet Asset Management, an estimated $42.9M sold.
Based on aggregated 13F filings for Q2 2023.