Advanced Energy Ind (aeis 2.5 09/15/28)
13F holders, Q1 2025 (March 31)12holders +8
7new positions
0sold out
$1.02avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Advanced Energy Ind (aeis 2.5 09/15/28) in their 13F filings, up 8 from Q4 2024. 7 opened new positions and 0 sold out. The largest holders were Absolute Investment Advisers, LLC ($10.3M), Socorro Asset Management LP ($7.2M) and Ofi Invest Asset Management ($3.7M).
- Company
- Advanced Energy Ind (aeis 2.5 09/15/28)
- CUSIP
- 007973AE0
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.6M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 10,746,385 shares bought and 2,000,000 shares sold, net +8,746,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Absolute Investment Advisers, LLC | 1.50% | Reduce -16.7% | 10,000,000 | $10.3M |
| Socorro Asset Management LP | 2.60% | Add +250.0% | 7,000,000 | $7.2M |
| Ofi Invest Asset Management | 0.10% | New | 3,900,000 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.05% | New | 1,540,000 | $1.6M |
| Sei Investments Co. | 0.00% | No change | 325,000 | $332K |
| Bank of New York Mellon Corp | 0.00% | No change | 300,000 | $309K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 164,000 | $168K |
| &partners | 0.00% | New | 81,000 | $83K |
| Stephens Inc. | 0.00% | New | 50,000 | $51K |
| Boussard & Gavaudan Investment Management LLP | 0.00% | New | 10,000 | $10K |
| Lanark Financial, Inc. | 0.00% | — | 6,000 | $6K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 1,385 | $1K |
"% of holder's portfolio" is ADVANCED ENERGY IND (AEIS 2.5 09/15/28)'s weight in each manager's 13F, not the share of Advanced Energy Ind (aeis 2.5 09/15/28) the manager owns.