Institutional Ownership
Advanced Energy Inds
CUSIP 007973AE0NOTE 2.500% 9/1AEIS.2.5.09/15/28Q1 2026
Institutional Holders
14
13F filers
Shares Held
35.88M
Aggregate institutional
Institutional Value
$166.60M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased3
Sold out5
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Boussard & Gavaudan Investment Management LLP | 25.0K | $56.80M | +2.2K | Added |
| 2 | Balyasny Asset Management L.P. | 21.50M | $51.68M | +21.50M | New |
| 3 | Loomis Sayles & Co L P | 75.5K | $24.35M | −4.9K | Reduced |
| 4 | Ssi Investment Management LLC | 5.95M | $14.30M | +5.95M | New |
| 5 | Picton Mahoney Asset Management | 5.00M | $12.01M | +5.00M | New |
| 6 | Ofi Invest Asset Management | 2.50M | $5.21M | −1.40M | Reduced |
| 7 | Sei Investments Co | 325.0K | $781.2K | 0 | Held |
| 8 | Bank Of New York Mellon Corp | 200.0K | $480.8K | 0 | Held |
| 9 | Oppenheimer Asset Management Inc. | 161.0K | $387.0K | −4.0K | Reduced |
| 10 | Oddo Bhf Asset Management Sas | 100 | $240.5K | 0 | Held |
4 more institutional holders on Premium
See every fund holding Advanced Energy Inds, with full quarter-over-quarter share changes.
Unlock all holders