The cluster signals active-manager conviction in AEIS, but the 45-day reporting lag means positions may have been adjusted since quarter-end. Monitor upcoming earnings or catalyst events for confirmation. The lack of insider buying and the stock's recent volatility (T+20 alpha -3.07% historically) suggest waiting for a pullback or additional catalyst before initiating a position.
Executive Summary
A bullish institutional cluster emerged in AEIS during 2026-Q2, with 5 buyers (led by a $44.3M new position from Artemis Investment Management) accumulating $48.4M net, while 2 sellers trimmed $37.7M. The cluster is dominated by active asset managers, suggesting a shared thesis around AEIS's fundamentals or catalysts, though the 45-day filing lag and weak insider corroboration (confluence score 21/100, no open-market insider buying) temper conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $10.7M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | NEW | +100% | $44.3M | $44.3M |
| Police & Firemen's Retirement System Of New | ADD | +67.9% | $6.4M | $3.1M |
| Davenport & Co | ADD | +27.9% | $1.5M | $493.0K |
| Gateway Investment Advisers | ADD | +89.7% | $652.0K | $354.0K |
| Exchange Traded Concepts | ADD | +51.5% | $324.0K | $139.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| New York State Common Retirement Fund | TRIM | -40.5% | $86.0M | -$26.9M |
| Congress Asset Management | TRIM | -27.4% | $66.9M | -$10.8M |
Key Facts
- 5 institutional buyers added $48.4M in net new holdings during 2026-Q2, led by Artemis Investment Management's $44.3M new position.
- 2 sellers (Congress Asset Management and New York State Common Retirement Fund) trimmed a combined $37.7M.
- All 7 funds are classified as active asset managers, with no passive/index fund participation, strengthening the signal.
- Insider activity is divergent (confluence score 21/100) with zero open-market insider buying, providing no corroboration.
- Historical calibration shows a 40% win rate at T+20 on prior AEIS reports, with an average alpha of -3.07% vs SPY, suggesting caution on over-scoring.
Financial Impact
Net institutional accumulation of $48.4M (5 buyers) vs $37.7M in trimming (2 sellers), for a net inflow of approximately $10.7M. The largest single move was Artemis Investment Management's new $44.3M position.
Risk Factors
- 13F data is 45+ days stale; the cluster may have been partially or fully unwound.
- No insider buying corroboration weakens the conviction signal.
- Historical AEIS reports show negative average alpha at T+20 (-3.07% vs SPY) with only 40% win rate, indicating the stock has been difficult to time.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AEIS-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $287.25 $262.20 | ▼ −8.72% | ▼ −8.50% | — |
Aug 20, 2026 6w ago | Insider Cluster | $292.62 $287.09 | ▼ −1.89% | ▼ −3.00% | — |
Jul 30, 2026 9w ago | Institutional Cluster | $274.26 $323.91 | ▲ +18.10% | ▲ +14.48% | — |
Jul 24, 2026 10w ago | Court Ruling | $303.99 $274.26 | ▼ −9.78% | ▼ −10.15% | — |
Jun 12, 2026 16w ago | 8-K | $354.37 $372.59 | ▲ +5.14% | ▲ +4.47% | — |
May 18, 2026 19w ago | 8-K | $302.75 $329.13 | ▼ −8.71% | ▼ −6.47% | — |
May 8, 2026 21w ago | 8-K | $357.24 $344.60 | ▼ −3.54% | ▼ −5.00% | — |
Apr 15, 2026 24w ago | Insider Cluster | $374.32 $377.19 | ▲ +0.77% | ▼ −0.87% | — |
Mar 13, 2026 29w ago | Insider Cluster | $302.02 $317.21 | ▼ −5.03% | ▼ −7.15% | — |
Mar 10, 2026 29w ago | Insider Cluster | $311.39 $315.91 | ▲ +1.45% | ▲ +2.36% | — |
US Market Status
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