Advanced Energy
AEIS
310 hedge funds and large institutions have $4B invested in Advanced Energy in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 122 reducing their positions, and 24 closing their positions.
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
7% more funds holding
Funds holding: 291 → 310 (+19)
4.65% less ownership
Funds ownership: 109.73% → 105.08% (-4.7%)
10% less capital invested
Capital invested by funds: $4.46B → $4B (-$460M)
16% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 122
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less call options, than puts
Call options by funds: $5.3M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$14.2M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$9.69M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$8.85M |
| 5 |
JP Morgan Chase
New York
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$97.8M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$46M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$33.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$22.3M |
AEIS Hedge Fund Activity: Q1 2024 in Review
310 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2024, worth a combined $4B — down 10% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AEIS positions and 24 closed out — a net gain of 22 holders — while 102 added to existing stakes and 122 trimmed.
The largest buyer was Ameriprise, adding an estimated $15M. The largest seller was Neuberger Berman Group, cutting an estimated $97.8M.
- 310 institutional investors held Advanced Energy (AEIS) as of Q1 2024, up from 291 in Q4 2023.
- Funds reported $4B of Advanced Energy stock for Q1 2024, down 10% quarter-over-quarter.
- 46 funds opened new Advanced Energy positions in Q1 2024 and 24 closed out, a net change of +22 holders.
- The largest Advanced Energy buyer in Q1 2024 was Ameriprise, an estimated $15M added.
- The largest Advanced Energy seller in Q1 2024 was Neuberger Berman Group, an estimated $97.8M sold.
Based on aggregated 13F filings for Q1 2024.