Advanced Energy Ind (aeis 2.5 09/15/28)
13F holders, Q4 2025 (December 31)15holders +3
4new positions
1sold out
$2.42avg. 13F price*
At the end of Q4 2025, 15 institutions reported holding Advanced Energy Ind (aeis 2.5 09/15/28) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Loomis Sayles & Co. L P ($16.8M), Absolute Investment Advisers, LLC ($12.3M) and Socorro Asset Management LP ($8.2M).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $38K |
| Exits | 1 | $14K |
All 13F filers, Q3 2025 → Q4 2025: 62,614 shares bought and 3,512,000 shares sold, net −3,449,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Loomis Sayles & Co. L P | 0.02% | Add +41.1% | 80,341 | $16.8M |
| Absolute Investment Advisers, LLC | 1.40% | Reduce -25.0% | 7,500,000 | $12.3M |
| Socorro Asset Management LP | 3.31% | Reduce -16.7% | 5,000,000 | $8.2M |
| Ofi Invest Asset Management | 0.08% | No change | 3,900,000 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $4.9M |
| Sei Investments Co. | 0.00% | No change | 325,000 | $533K |
| Bank of New York Mellon Corp | 0.00% | No change | 200,000 | $328K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.2% | 165,000 | $271K |
| &partners | 0.00% | No change | 81,000 | $133K |
| Stephens Inc. | 0.00% | No change | 50,000 | $82K |
| Boussard & Gavaudan Investment Management LLP | 0.01% | Add +225.4% | 22,778 | $38K |
| MML Investors Services, LLC | 0.00% | New | 17,000 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 5,000 | $8K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 1,349 | $2K |
| Oddo BHF Asset Management Sas | 0.00% | New | 100 | $165 |
"% 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.