Advanced Energy IND

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Elequin Capital, LP

NEW

Shares31,597,000

Change+31,597,000

Value$86.2M

Filed 2026-08-13

Soros Fund Management LLC

NEW

Shares16,821,000

Change+16,821,000

Value$45.9M

Filed 2026-08-14

Millennium Management LLC

DECREASED

Shares15,744,000 from 43,000,000

Change-27,256,000 (-63%)

Value$43.0M (-$60.6M)

Filed 2026-08-14

M&G Plc

DECREASED

Shares9,430,000 from 11,052,000

Change-1,622,000 (-15%)

Value$25.8M (-$686.6K)

Filed 2026-08-06

Piper Sandler & Co.

NEW

Shares9,000,000

Change+9,000,000

Value$24.4M

Filed 2026-07-28

Aequim Alternative Investments LP

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$13.7M (+$1.6M)

Filed 2026-08-11

Mackay Shields LLC

DECREASED

Shares4,843,000 from 39,644,000

Change-34,801,000 (-88%)

Value$13.2M (-$82.2M)

Filed 2026-07-28

Lord, Abbett & Co. LLC

DECREASED

Shares4,187,000 from 9,077,000

Change-4,890,000 (-54%)

Value$11.4K (-$10.4K)

Filed 2026-08-14

Morgan Stanley

NEW

Shares2,663,000

Change+2,663,000

Value$6.8M

Filed 2026-08-13

Advent Capital Management

INCREASED

Shares2,573,000 from 565,000

Change+2,008,000 (+355%)

Value$7.1M (+$5.7M)

Filed 2026-08-11

Wells Fargo & Company

DECREASED

Shares1,367,000 from 1,986,000

Change-619,000 (-31%)

Value$3.7M (-$1.0M)

Filed 2026-08-14

Voya Investment Management LLC

NEW

Shares1,250,000

Change+1,250,000

Value$3.4M

Filed 2026-08-12

SSI Investment Management LLC

DECREASED

Shares1,249,000 from 5,948,000

Change-4,699,000 (-79%)

Value$3.4M (-$10.9M)

Filed 2026-08-10

JPMorgan Chase & Co

DECREASED

Shares1,016,000 from 1,476,000

Change-460,000 (-31%)

Value$2.6M (-$707.3K)

Filed 2026-08-12

BNP Paribas Financial Markets

DECREASED

Shares740,000 from 44,880,000

Change-44,140,000 (-98%)

Value$2.0M (-$105.9M)

Filed 2026-08-13

Wellington Management Group LLP

DECREASED

Shares338,000 from 438,000

Change-100,000 (-23%)

Value$926.3K (-$125.1K)

Filed 2026-08-14

Calamos Advisors LLC

DECREASED

Shares286,000 from 44,067,000

Change-43,781,000 (-99%)

Value$791.0K (-$105.0M)

Filed 2026-07-31

Calamos Wealth Management LLC

DECREASED

Shares208,000 from 524,000

Change-316,000 (-60%)

Value$575.3K (-$683.0K)

Filed 2026-07-31

Oppenheimer Asset Management Inc.

DECREASED

Shares158,000 from 161,000

Change-3,000 (-2%)

Value$431.5K (+$44.5K)

Filed 2026-08-03

UBS Group AG

DECREASED

Shares82,000 from 108,000

Change-26,000 (-24%)

Value$223.9K (-$35.7K)

Filed 2026-08-13

&partners

DECREASED

Shares80,000 from 83,000

Change-3,000 (-4%)

Value$218.5K (+$19.0K)

Filed 2026-08-14

Stephens Inc

DECREASED

Shares48,000 from 50,000

Change-2,000 (-4%)

Value$131.1K (+$10.9K)

Filed 2026-07-29

Commonwealth Equity Services, LLC

NEW

Shares17,000

Change+17,000

Value$46.4K

Filed 2026-07-29

MML Investors Services, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$46.4K (+$5.6K)

Filed 2026-08-07

Balboa Wealth Partners

DECREASED

Shares10,000 from 26,000

Change-16,000 (-62%)

Value$27.4K (-$35.0K)

Filed 2026-08-10

Loomis Sayles & Co L P

DECREASED

Shares7,704 from 75,461

Change-67,757 (-90%)

Value$2.9M (-$21.5M)

Filed 2026-08-14

Lanark Financial, Inc.

NEW

Shares5,000

Change+5,000

Value$13.7K

Filed 2026-07-21

Laffer Tengler Investments, Inc.

DECREASED

Shares1,318 from 1,344

Change-26 (-2%)

Value$3.6M (+$381.3K)

Filed 2026-07-21

Oddo BHF Asset Management SAS

DECREASED

Shares98 from 100

Change-2 (-2%)

Value$268.3K (+$27.8K)

Filed 2026-08-13

Altshuler Shaham Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$15 (+$2)

Filed 2026-08-12

Linden Advisors LP

CLOSED

Shares0 from 50,507,000

Change-50,507,000 (-100%)

Value$0 (-$121.5M)

Filed 2026-08-14

Alberta Investment Management Corp

CLOSED

Shares0 from 45,000,000

Change-45,000,000 (-100%)

Value$0 (-$108.1M)

Filed 2026-08-06

Steelhead Partners LLC

CLOSED

Shares0 from 40,500,000

Change-40,500,000 (-100%)

Value$0 (-$97.5M)

Filed 2026-08-14

DLD Asset Management, LP

CLOSED

Shares0 from 35,000,000

Change-35,000,000 (-100%)

Value$0 (-$84.3M)

Filed 2026-08-13

Balyasny Asset Management L.P.

CLOSED

Shares0 from 21,500,000

Change-21,500,000 (-100%)

Value$0 (-$51.7M)

Filed 2026-08-14

Tenor Capital Management Co., L.P.

CLOSED

Shares0 from 18,500,000

Change-18,500,000 (-100%)

Value$0 (-$44.6M)

Filed 2026-08-14

FMR LLC

CLOSED

Shares0 from 12,893,000

Change-12,893,000 (-100%)

Value$0 (-$31.0M)

Filed 2026-08-13

Aristeia Capital, L.L.C.

CLOSED

Shares0 from 12,000,000

Change-12,000,000 (-100%)

Value$0 (-$28.9M)

Filed 2026-08-14

State Street Corp

CLOSED

Shares0 from 11,975,000

Change-11,975,000 (-100%)

Value$0 (-$28.7M)

Filed 2026-09-22

BlackRock, Inc.

CLOSED

Shares0 from 9,550,000

Change-9,550,000 (-100%)

Value$0 (-$23.0M)

Filed 2026-08-07

Jain Global LLC

CLOSED

Shares0 from 8,500,000

Change-8,500,000 (-100%)

Value$0 (-$20.5M)

Filed 2026-08-14

Ameriprise Financial Inc

CLOSED

Shares0 from 7,008,000

Change-7,008,000 (-100%)

Value$0 (-$16.8M)

Filed 2026-08-14

Lazard Asset Management LLC

CLOSED

Shares0 from 6,740,000

Change-6,740,000 (-100%)

Value$0 (-$162.2K)

Filed 2026-08-14

Picton Mahoney Asset Management

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$12.0M)

Filed 2026-08-13

Barclays PLC

CLOSED

Shares0 from 4,476,000

Change-4,476,000 (-100%)

Value$0 (-$10.8M)

Filed 2026-08-14

OFI Invest Asset Management

CLOSED

Shares0 from 2,500,000

Change-2,500,000 (-100%)

Value$0 (-$5.2M)

Filed 2026-07-17

Universal- Beteiligungs- und Servicegesellschaft mbH

CLOSED

Shares0 from 2,320,000

Change-2,320,000 (-100%)

Value$0 (-$5.6M)

Filed 2026-08-06

Invesco Ltd.

CLOSED

Shares0 from 2,000,000

Change-2,000,000 (-100%)

Value$0 (-$4.8M)

Filed 2026-08-14

DeepCurrents Investment Group LLC

CLOSED

Shares0 from 1,335,000

Change-1,335,000 (-100%)

Value$0 (-$3.2M)

Filed 2026-08-14

Union Bancaire Privee, UBP SA

CLOSED

Shares0 from 1,120,000

Change-1,120,000 (-100%)

Value$0 (-$2.3M)

Filed 2026-07-16

Shenkman Capital Management Inc

CLOSED

Shares0 from 1,050,000

Change-1,050,000 (-100%)

Value$0 (-$2.5M)

Filed 2026-08-10

Citigroup Inc

CLOSED

Shares0 from 546,000

Change-546,000 (-100%)

Value$0 (-$1.3M)

Filed 2026-08-03

Jane Street Group, LLC

CLOSED

Shares0 from 375,000

Change-375,000 (-100%)

Value$0 (-$886.1K)

Filed 2026-08-14

Kohlberg Kravis Roberts & Co. L.P.

CLOSED

Shares0 from 375,000

Change-375,000 (-100%)

Value$0 (-$902.4K)

Filed 2026-08-14

SEI Investments Co

CLOSED

Shares0 from 325,000

Change-325,000 (-100%)

Value$0 (-$781.2K)

Filed 2026-08-14

Central Pacific Bank - Trust Division

CLOSED

Shares0 from 205,000

Change-205,000 (-100%)

Value$0 (-$492.8K)

Filed 2026-07-07

Bank of America Corp

CLOSED

Shares0 from 204,000

Change-204,000 (-100%)

Value$0 (-$490.4K)

Filed 2026-08-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 200,000

Change-200,000 (-100%)

Value$0 (-$480.8K)

Filed 2026-08-06

Zazove Associates LLC

CLOSED

Shares0 from 150,000

Change-150,000 (-100%)

Value$0 (-$246.2K)

Filed 2026-07-16

Ares Systematic Credit Ltd

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$223.5K)

Filed 2026-08-14

Virtus Advisers, LLC

CLOSED

Shares0 from 47,000

Change-47,000 (-100%)

Value$0 (-$113.0K)

Filed 2026-08-11

K2 Principal Fund, L.P.

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$9.6M)

Filed 2026-08-07

Boussard & Gavaudan Investment Management LLP

N/A

Shares— from 24,962

Change-24,962 (-100%)

Value—

	Status
Elequin Capital, LP	NEW	31,597,000	—	+31,597,000	—	—	$86.2M	—	2026-08-13
Soros Fund Management LLC	NEW	16,821,000	—	+16,821,000	—	—	$45.9M	—	2026-08-14
Millennium Management LLC	DECREASED	15,744,000	43,000,000	-27,256,000	-63%	$103.6M	$43.0M	-$60.6M	2026-08-14
M&G Plc	DECREASED	9,430,000	11,052,000	-1,622,000	-15%	$26.5M	$25.8M	-$686.6K	2026-08-06
Piper Sandler & Co.	NEW	9,000,000	—	+9,000,000	—	—	$24.4M	—	2026-07-28
Aequim Alternative Investments LP	UNCHANGED	5,000,000	5,000,000	0	0%	$12.0M	$13.7M	+$1.6M	2026-08-11
Mackay Shields LLC	DECREASED	4,843,000	39,644,000	-34,801,000	-88%	$95.4M	$13.2M	-$82.2M	2026-07-28
Lord, Abbett & Co. LLC	DECREASED	4,187,000	9,077,000	-4,890,000	-54%	$21.8K	$11.4K	-$10.4K	2026-08-14
Morgan Stanley	NEW	2,663,000	—	+2,663,000	—	—	$6.8M	—	2026-08-13
Advent Capital Management	INCREASED	2,573,000	565,000	+2,008,000	+355%	$1.4M	$7.1M	+$5.7M	2026-08-11
Wells Fargo & Company	DECREASED	1,367,000	1,986,000	-619,000	-31%	$4.8M	$3.7M	-$1.0M	2026-08-14
Voya Investment Management LLC	NEW	1,250,000	—	+1,250,000	—	—	$3.4M	—	2026-08-12
SSI Investment Management LLC	DECREASED	1,249,000	5,948,000	-4,699,000	-79%	$14.3M	$3.4M	-$10.9M	2026-08-10
JPMorgan Chase & Co	DECREASED	1,016,000	1,476,000	-460,000	-31%	$3.3M	$2.6M	-$707.3K	2026-08-12
BNP Paribas Financial Markets	DECREASED	740,000	44,880,000	-44,140,000	-98%	$107.9M	$2.0M	-$105.9M	2026-08-13
Wellington Management Group LLP	DECREASED	338,000	438,000	-100,000	-23%	$1.1M	$926.3K	-$125.1K	2026-08-14
Calamos Advisors LLC	DECREASED	286,000	44,067,000	-43,781,000	-99%	$105.8M	$791.0K	-$105.0M	2026-07-31
Calamos Wealth Management LLC	DECREASED	208,000	524,000	-316,000	-60%	$1.3M	$575.3K	-$683.0K	2026-07-31
Oppenheimer Asset Management Inc.	DECREASED	158,000	161,000	-3,000	-2%	$387.0K	$431.5K	+$44.5K	2026-08-03
UBS Group AG	DECREASED	82,000	108,000	-26,000	-24%	$259.6K	$223.9K	-$35.7K	2026-08-13
&partners	DECREASED	80,000	83,000	-3,000	-4%	$199.5K	$218.5K	+$19.0K	2026-08-14
Stephens Inc	DECREASED	48,000	50,000	-2,000	-4%	$120.2K	$131.1K	+$10.9K	2026-07-29
Commonwealth Equity Services, LLC	NEW	17,000	—	+17,000	—	—	$46.4K	—	2026-07-29
MML Investors Services, LLC	UNCHANGED	17,000	17,000	0	0%	$40.9K	$46.4K	+$5.6K	2026-08-07
Balboa Wealth Partners	DECREASED	10,000	26,000	-16,000	-62%	$62.4K	$27.4K	-$35.0K	2026-08-10
Loomis Sayles & Co L P	DECREASED	7,704	75,461	-67,757	-90%	$24.4M	$2.9M	-$21.5M	2026-08-14
Lanark Financial, Inc.	NEW	5,000	—	+5,000	—	—	$13.7K	—	2026-07-21
Laffer Tengler Investments, Inc.	DECREASED	1,318	1,344	-26	-2%	$3.2M	$3.6M	+$381.3K	2026-07-21
Oddo BHF Asset Management SAS	DECREASED	98	100	-2	-2%	$240.5K	$268.3K	+$27.8K	2026-08-13
Altshuler Shaham Ltd	UNCHANGED	1	1	0	0%	$13	$15	+$2	2026-08-12
Linden Advisors LP	CLOSED	0	50,507,000	-50,507,000	-100%	$121.5M	$0	-$121.5M	2026-08-14
Alberta Investment Management Corp	CLOSED	0	45,000,000	-45,000,000	-100%	$108.1M	$0	-$108.1M	2026-08-06
Steelhead Partners LLC	CLOSED	0	40,500,000	-40,500,000	-100%	$97.5M	$0	-$97.5M	2026-08-14
DLD Asset Management, LP	CLOSED	0	35,000,000	-35,000,000	-100%	$84.3M	$0	-$84.3M	2026-08-13
Balyasny Asset Management L.P.	CLOSED	0	21,500,000	-21,500,000	-100%	$51.7M	$0	-$51.7M	2026-08-14
Tenor Capital Management Co., L.P.	CLOSED	0	18,500,000	-18,500,000	-100%	$44.6M	$0	-$44.6M	2026-08-14
FMR LLC	CLOSED	0	12,893,000	-12,893,000	-100%	$31.0M	$0	-$31.0M	2026-08-13
Aristeia Capital, L.L.C.	CLOSED	0	12,000,000	-12,000,000	-100%	$28.9M	$0	-$28.9M	2026-08-14
State Street Corp	CLOSED	0	11,975,000	-11,975,000	-100%	$28.7M	$0	-$28.7M	2026-09-22
BlackRock, Inc.	CLOSED	0	9,550,000	-9,550,000	-100%	$23.0M	$0	-$23.0M	2026-08-07
Jain Global LLC	CLOSED	0	8,500,000	-8,500,000	-100%	$20.5M	$0	-$20.5M	2026-08-14
Ameriprise Financial Inc	CLOSED	0	7,008,000	-7,008,000	-100%	$16.8M	$0	-$16.8M	2026-08-14
Lazard Asset Management LLC	CLOSED	0	6,740,000	-6,740,000	-100%	$162.2K	$0	-$162.2K	2026-08-14
Picton Mahoney Asset Management	CLOSED	0	5,000,000	-5,000,000	-100%	$12.0M	$0	-$12.0M	2026-08-13
Barclays PLC	CLOSED	0	4,476,000	-4,476,000	-100%	$10.8M	$0	-$10.8M	2026-08-14
OFI Invest Asset Management	CLOSED	0	2,500,000	-2,500,000	-100%	$5.2M	$0	-$5.2M	2026-07-17
Universal- Beteiligungs- und Servicegesellschaft mbH	CLOSED	0	2,320,000	-2,320,000	-100%	$5.6M	$0	-$5.6M	2026-08-06
Invesco Ltd.	CLOSED	0	2,000,000	-2,000,000	-100%	$4.8M	$0	-$4.8M	2026-08-14
DeepCurrents Investment Group LLC	CLOSED	0	1,335,000	-1,335,000	-100%	$3.2M	$0	-$3.2M	2026-08-14
Union Bancaire Privee, UBP SA	CLOSED	0	1,120,000	-1,120,000	-100%	$2.3M	$0	-$2.3M	2026-07-16
Shenkman Capital Management Inc	CLOSED	0	1,050,000	-1,050,000	-100%	$2.5M	$0	-$2.5M	2026-08-10
Citigroup Inc	CLOSED	0	546,000	-546,000	-100%	$1.3M	$0	-$1.3M	2026-08-03
Jane Street Group, LLC	CLOSED	0	375,000	-375,000	-100%	$886.1K	$0	-$886.1K	2026-08-14
Kohlberg Kravis Roberts & Co. L.P.	CLOSED	0	375,000	-375,000	-100%	$902.4K	$0	-$902.4K	2026-08-14
SEI Investments Co	CLOSED	0	325,000	-325,000	-100%	$781.2K	$0	-$781.2K	2026-08-14
Central Pacific Bank - Trust Division	CLOSED	0	205,000	-205,000	-100%	$492.8K	$0	-$492.8K	2026-07-07
Bank of America Corp	CLOSED	0	204,000	-204,000	-100%	$490.4K	$0	-$490.4K	2026-08-14
Bank of New York Mellon Corp	CLOSED	0	200,000	-200,000	-100%	$480.8K	$0	-$480.8K	2026-08-06
Zazove Associates LLC	CLOSED	0	150,000	-150,000	-100%	$246.2K	$0	-$246.2K	2026-07-16
Ares Systematic Credit Ltd	CLOSED	0	100,000	-100,000	-100%	$223.5K	$0	-$223.5K	2026-08-14
Virtus Advisers, LLC	CLOSED	0	47,000	-47,000	-100%	$113.0K	$0	-$113.0K	2026-08-11
K2 Principal Fund, L.P.	CLOSED	0	4,000	-4,000	-100%	$9.6M	$0	-$9.6M	2026-08-07
Boussard & Gavaudan Investment Management LLP	N/A	—	24,962	-24,962	-100%	$56.8M	—	—	—

Showing 63 of 63 institutions