The active-manager buying cluster suggests conviction in AEIS's near-term outlook, but the 45-day reporting lag means positions may have shifted. Monitor upcoming earnings for confirmation of the thesis that drove these buys.
Executive Summary
Six institutional buyers added $25.7M in AEIS during Q3 2026, led by Assenagon Asset Management (doubled to $17.1M) and Fort Washington Investment Advisors (added 90.8% to $37.7M). Two sellers reduced $14.9M, with Td Waterhouse Canada exiting nearly all its position.
Key Financial Metrics
Institutional Positions
Net institutional flow: $10.8M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +455.3% | $17.1M | $13.0M |
| Fort Washington Investment Advisors | ADD | +90.8% | $37.7M | $11.6M |
| Abn Amro Investment Solutions | ADD | +79.7% | $2.6M | $685.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | NEAR_EXIT | -96.6% | $14.1M | -$13.7M |
| Assetmark | TRIM | -61% | $1.7M | -$1.2M |
Key Facts
- 6 buyers added $25.7M in net new holdings; 2 sellers reduced $14.9M
- Assenagon Asset Management more than quintupled its position (+455.3%) to $17.1M
- Fort Washington Investment Advisors increased 90.8% to $37.7M, now the largest holder in the cluster
- Td Waterhouse Canada exited 96.6% of its position, selling $13.7M
- All participants are active asset managers; no passive/index funds in the cluster
Financial Impact
Net institutional buying of $25.7M (buyers) vs $14.9M (sellers), for a net inflow of approximately $10.8M during Q3 2026
Risk Factors
- 13F data is stale by 45+ days; positions may have been unwound
- The largest seller (Td Waterhouse Canada) exited near-totally, a contrarian signal
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-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $216.63 | awaiting T+5 | awaiting T+5 | No price |
Sep 10, 2026 6w ago | Insider Cluster | $287.25 $262.20 | ▼ −8.72% | ▼ −8.50% | No price |
Aug 20, 2026 9w ago | Insider Cluster | $292.62 $287.09 | ▼ −1.89% | ▼ −3.00% | No price |
Jul 30, 2026 12w ago | Institutional Cluster | $274.26 $323.91 | ▲ +18.10% | ▲ +14.48% | No price |
Jul 24, 2026 13w ago | Court Ruling | $291.95 $296.38 | ▲ +1.52% | ▼ −1.00% | No price |
Jun 12, 2026 19w ago | 8-K | $354.37 $372.59 | ▲ +5.14% | ▲ +4.47% | No price |
May 18, 2026 23w ago | 8-K | $302.75 $329.13 | ▼ −8.71% | ▼ −6.47% | No price |
May 8, 2026 24w ago | 8-K | $357.24 $344.60 | ▼ −3.54% | ▼ −5.00% | No price |
Apr 15, 2026 28w ago | Insider Cluster | $374.32 $377.19 | ▲ +0.77% | ▼ −0.87% | No price |
Mar 13, 2026 32w ago | Insider Cluster | $308.31 $329.78 | ▼ −6.96% | ▼ −9.00% | No price |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers