Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advanced Energy Inds (AEIS)

574 + Investors. Track Smart Money conviction in AEIS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +115
Streak
9Q ▲
Buyers last Q
57%

Smart Money Signals — AEIS

Based on 578 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added AEIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
578 hedge funds hold AEIS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +67% more funds vs a year ago

fund count last 6Q
+231 new funds entered over the past year (+67% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

333 buying249 selling
Last quarter: 333 funds bought or added vs 249 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+55 vs last Q)

new funds entering per quarter
Funds opening a new AEIS position: 59 → 70 → 107 → 162. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 18% medium ■ 35% new
272 out of 578 hedge funds have held AEIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +51% but shares only +2% — price-driven

Value
+51%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +51%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

66 → 59 → 70 → 107 → 162 new funds/Q
New funds entering each quarter: 59 → 70 → 107 → 162. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 55% veterans vs 36% newcomers

■ 55% veterans ■ 8% 1-2yr ■ 36% new
Entry-cohort mix of 595 holders: 328 (55%) are 2+ year veterans, 50 entered 1–2 years ago, and 217 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
57 of 571 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in AEIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AEIS

In 2026 Q1, 333 hedge funds were net buyers of AEIS (162 opened a new position, 171 added to an existing one), while 249 reduced or exited (202 trimmed, 47 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in AEIS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +115 funds (more new holders than closures). Total institutional holders: 578.

Hedge Fund Ownership: AEIS

How many hedge funds hold AEIS — quarterly history vs. share price
Quarterly hedge fund ownership of AEIS vs. share price

Market Analysis: AEIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AEIS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Advanced Energy Inds (AEIS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AEIS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
AEIS
+15.1%
XLI
+10.5%

AEIS outperformed XLI by +4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
AEIS
+14.8%
XLI
+4.2%

Since the filing became public, AEIS outperformed XLI by +10.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 6 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: AEIS
574 + Investors

Track Smart Money conviction in AEIS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 574 463 23.97%
13F Shares 42M 41M 2.16%
Total Value $12.99B $8.60B 51.01%
New Positions 160 107 +53
Increased Positions 169 156 +13
Closed Positions 49 37 +12
Reduced Positions 199 158 +41
Total Calls 9 6 50.0%
Total Puts 14 7 100.0%
PUT/CALL Ratio 1.56 1.17 Bearish

Statistics: AEIS

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Institutional Holders (2026 Q1)

574 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AEIS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AEIS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Analog Century Management LP 5.00% 324,651 $104.8M
2 G2 Investment Partners Management LLC 4.64% 58,428 $18.9M
3 Whale Rock Capital Management LLC 4.26% 1,022,112 $329.8M
4 Sora Investors LLC 3.57% 120,268 $38.8M
5 VMS Asset Management Limited 3.31% 16,796 $5.4M
6 Green Alpha Advisors, LLC 3.24% 10,193 $3.3M
7 Compass Wealth Management LLC 3.12% 39,078 $12.6M
8 4D Advisors, LLC 3.07% 15,000 $4.8M
9 Aristotle Capital Boston, LLC 3.04% 151,391 $48.9M
10 Amanah Holdings Trust 3.02% 85,000 $27.4M
11 Tributary Capital Management, LLC 2.49% 79,628 $25.7M
12 Thames Capital Management LLC 2.21% 38,267 $12.3M
13 Southernsun Asset Management, LLC 2.20% 47,108 $15.2M
14 Lisanti Capital Growth, LLC 1.93% 23,736 $7.7M
15 Channing Capital Management, LLC 1.91% 230,533 $74.4M
16 Hardman Johnston Global Advisors LLC 1.70% 111,130 $35.9M
17 Informed Momentum Co LLC 1.66% 44,577 $14.4M
18 Snyder Capital Management L P 1.65% 263,357 $85.0M
19 Earnest Partners LLC 1.63% 1,226,487 $395.8M
20 Oribel Capital Management, LP 1.62% 113,800 $36.7M
21 Oribel Capital Management, LP 1.62% 113,800 $36.7M
22 Senator Investment Group LP 1.48% 100,000 $32.3M
23 Summit Partners Public Asset Management, LLC 1.44% 166,418 $53.7M
24 Telligent Fund, LP 1.14% 3,300 $1.1M
25 Science & Technology Partners, L.P. 1.09% 12,950 $4.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Advanced Energy Inds (AEIS)

What does the Smart Money Trend signal show for AEIS?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added AEIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AEIS?

Slight buying edge — 57% buying: Last quarter: 333 funds bought or added vs 249 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AEIS holders?

Elite ownership — 45% AUM from top-100 funds: 57 of 571 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in AEIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AEIS?

47% of holders stayed for 2+ years: 272 out of 578 hedge funds have held AEIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Advanced Energy Inds (AEIS) following the 2026 Q1 hedge fund 13F filings?

As of today, AEIS has moved +14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +10.6%. Since the quarter end (March 31, 2026), AEIS has gained +15.1% vs +10.5% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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