Advanced Energy
AEIS
295 hedge funds and large institutions have $3.97B invested in Advanced Energy in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 104 reducing their positions, and 33 closing their positions.
24% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 33
14% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 104
2% more funds holding
Funds holding: 289 → 295 (+6)
1.53% more ownership
Funds ownership: 100.75% → 102.28% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less call options, than puts
Call options by funds: $9.46M | Put options by funds: $10.4M
6% less capital invested
Capital invested by funds: $4.21B → $3.97B (-$240M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.7M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$35.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.89M |
| 5 |
Jane Street
New York
|
+$7.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$48.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$10.2M |
| 4 |
Goldman Sachs
New York
|
-$9.23M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$4.43M |
AEIS Hedge Fund Activity: Q3 2023 in Review
295 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2023, worth a combined $3.97B — down 5.7% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new AEIS positions and 33 closed out — a net gain of 8 holders — while 119 added to existing stakes and 104 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $64.7M. The largest seller was Victory Capital Management, cutting an estimated $48.2M.
- 295 institutional investors held Advanced Energy (AEIS) as of Q3 2023, up from 289 in Q2 2023.
- Funds reported $3.97B of Advanced Energy stock for Q3 2023, down 5.7% quarter-over-quarter.
- 41 funds opened new Advanced Energy positions in Q3 2023 and 33 closed out, a net change of +8 holders.
- The largest Advanced Energy buyer in Q3 2023 was Fidelity Investments, an estimated $64.7M added.
- The largest Advanced Energy seller in Q3 2023 was Victory Capital Management, an estimated $48.2M sold.
Based on aggregated 13F filings for Q3 2023.