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AES
AES

Overview Fund Activity

672 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 239 increasing their positions, 259 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-17
Holders Change %
-2.47%
% of All Funds
10.76%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
75
Increased
239
Reduced
259
Closed
83
Calls
$44.4M
Puts
$10.6M
Net Calls
+$33.8M
Net Calls Change
-$3.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.19B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.4M
3
Capital World Investors
Capital World Investors
California
$1.73B
4
EIP
Energy Income Partners
Connecticut
$56.6M
5
Morgan Stanley
Morgan Stanley
New York
$280M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$585M
2
Capital International Investors
Capital International Investors
California
$1.37B
3
SCA
Southpoint Capital Advisors
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$355M
5
UBS AM
UBS AM
Illinois
$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMIA
251
J.P. Marvel Investment Advisors
Massachusetts
$1.87M – – –
SSA
252
Schonfeld Strategic Advisors
New York
$1.83M -$16.9M -700,338 -90%
SG Americas Securities
253
SG Americas Securities
New York
$1.82M -$14.4K -596 -0.8%
CAM
254
Carret Asset Management
New York
$1.81M -$16.9K -700 -0.9%
HBWM
255
Hollow Brook Wealth Management
New York
$1.8M +$132K +5,473 +8%
PMIA
256
Patrick Mauro Investment Advisor
Illinois
$1.8M +$126K +5,249 +8%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$1.79M -$1.03M -42,926 -37%
AWM
258
AE Wealth Management
Kansas
$1.79M -$1.2M -49,759 -40%
GC
259
GFG Capital
Florida
$1.73M +$213K +8,455 +14%
CT
260
Clearstead Trust
Maine
$1.72M – – –
NAM
261
Nissay Asset Management
Japan
$1.71M -$66.4K -2,758 -4%
WCBA
262
Weaver C. Barksdale & Associates
Tennessee
$1.71M -$83K -3,445 -5%
Osaic Holdings
263
Osaic Holdings
Arizona
$1.7M -$49.2K -2,041 -3%
OQS
264
Occudo Quantitative Strategies
Florida
$1.68M +$1.68M +69,753 New
SRC
265
Sage Rhino Capital
California
$1.65M +$20.4K +848 +1%
GSC
266
G&S Capital
Colorado
$1.64M +$65.1K +2,704 +4%
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$1.63M +$381K +15,827 +30%
MCM
268
Monarch Capital Management
Indiana
$1.58M +$46.3K +1,923 +3%
DWA
269
Douglass Winthrop Advisors
New York
$1.57M -$13.7K -571 -0.9%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$1.55M -$413K -17,144 -21%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$1.55M +$62.1K +2,580 +4%
PAM
272
Panagora Asset Management
Massachusetts
$1.54M -$1.17M -48,400 -43%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M – – –
SCM
274
SIR Capital Management
New York
$1.45M -$1.84M -76,300 -56%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$1.44M -$54.9K -2,281 -4%
9 10
11
12 13