Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advanced Energy Inds (AEIS)

664 + 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
↑ +92
Streak
10Q ▲
Buyers last Q
55%

Smart Money Signals — AEIS

Based on 673 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
673 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 — +83% more funds vs a year ago

fund count last 6Q
+306 new funds entered over the past year (+83% 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 — 55% buying

387 buying311 selling
Last quarter: 387 funds bought or added vs 311 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new AEIS position: 70 → 107 → 163 → 176. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 17% medium ■ 38% new
300 out of 673 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.
💎

Buying through price weakness — shares +35%, value +13%

Value
+13%
Shares
+35%
Last quarter: funds added +35% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

61 → 70 → 107 → 163 → 176 new funds/Q
New funds entering each quarter: 70 → 107 → 163 → 176. 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 — 53% veterans vs 38% newcomers

■ 53% veterans ■ 9% 1-2yr ■ 38% new
Entry-cohort mix of 692 holders: 365 (53%) are 2+ year veterans, 62 entered 1–2 years ago, and 265 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
64 of 673 holders are among the 100 largest funds by AUM, controlling 59% 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.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 Q2, 387 hedge funds were net buyers of AEIS (176 opened a new position, 211 added to an existing one), while 311 reduced or exited (227 trimmed, 84 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in AEIS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +92 funds (more new holders than closures). Total institutional holders: 673.

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 Q2 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 June 30, 2026 · 80d ago
AEIS
-31.5%
XLI
-8.8%

AEIS outperformed XLI by -22.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
AEIS
-22.7%
XLI
-9.4%

Since the filing became public, AEIS outperformed XLI by -13.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 7 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: AEIS
664 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 664 581 14.29%
13F Shares 41M 43M -3.63%
Total Value $14.67B $13.04B 12.58%
New Positions 172 163 +9
Increased Positions 207 169 +38
Closed Positions 89 46 +43
Reduced Positions 218 203 +15
Total Calls 9 9 -
Total Puts 10 14 -28.57%
PUT/CALL Ratio 1.11 1.56 Neutral

Statistics: AEIS

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Financial Highlights

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Institutional Holders (2026 Q2)

664 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourier Capital Management Ltd 14.79% 25,377 $9.5M
2 Kids Capital Management, L.P. 5.71% 19,500 $7.3M
3 Scalar Gauge Management, LLC 5.34% 26,000 $9.7M
4 Daventry Group, LP 4.64% 16,500 $6.2M
5 Analog Century Management LP 4.54% 332,945 $124.1M
6 Sora Investors LLC 4.00% 139,963 $52.2M
7 Potrero Capital Research LLC 3.85% 18,592 $6.9M
8 G2 Investment Partners Management LLC 3.60% 53,000 $19.8M
9 4D Advisors, LLC 2.86% 20,000 $7.5M
10 Compass Wealth Management LLC 2.52% 35,738 $13.3M
11 Green Alpha Advisors, LLC 2.52% 10,070 $3.8M
12 Troluce Capital Advisors LLC 2.50% 65,000 $24.2M
13 Aperture Investors, LLC 2.21% 65,602 $24.5M
14 Thames Capital Management LLC 2.15% 70,220 $26.2M
15 Southernsun Asset Management, LLC 1.94% 38,683 $14.4M
16 Amanah Holdings Trust 1.86% 85,000 $31.7M
17 Tributary Capital Management, LLC 1.79% 58,540 $21.8M
18 Snyder Capital Management L P 1.65% 256,814 $95.8M
19 E20 Capital Ltd 1.50% 50,051 $18.7M
20 Dendur Capital LP 1.47% 75,000 $28.0M
21 Steelhead Partners LLC 1.47% 55,174 $20.6M
22 Hardman Johnston Global Advisors LLC 1.42% 108,893 $40.6M
23 Earnest Partners LLC 1.28% 954,262 $355.8M
24 Aristotle Capital Boston, LLC 1.27% 50,851 $19.0M
25 PDT Partners, LLC 1.22% 62,188 $23.2M
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 — 10 quarters in a row: For 10 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 — 55% buying: Last quarter: 387 funds bought or added vs 311 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 — 59% AUM from top-100 funds: 64 of 673 holders are among the 100 largest funds by AUM, controlling 59% 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?

45% of holders stayed for 2+ years: 300 out of 673 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 Q2 hedge fund 13F filings?

As of today, AEIS has moved -22.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.4% for the XLI sector ETF — an outperformance of -13.3%. Since the quarter end (June 30, 2026), AEIS has gained -31.5% vs -8.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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