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597 hedge funds and large institutions have $13.2B invested in AES in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 250 increasing their positions, 181 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $12.5M

38% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 181

1.92% more ownership

Funds ownership: 93.27%95.19% (+1.9%)

2% less funds holding

Funds holding: 612597 (-15)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

17% less capital invested

Capital invested by funds: $15.9B → $13.2B (-$2.7B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
597
Holders Change
-15
Holders Change %
-2.45%
% of All Funds
10.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
69
Increased
250
Reduced
181
Closed
77
Calls
$85.1M
Puts
$12.5M
Net Calls
+$72.6M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
351
Baker Tilly Wealth Management
Wisconsin
$474K +$19.4K +888 +4%
Lido Advisors
352
Lido Advisors
California
$472K -$401K -18,367 -45%
ECM
353
Evergreen Capital Management
Washington
$471K +$77.6K +3,558 +19%
Group One Trading
354
Group One Trading
Illinois
$469K +$191K +8,747 +64%
EWM
355
Evercore Wealth Management
New York
$455K +$9.82K +450 +2%
SC
356
Searle & Co
Connecticut
$452K
JG
357
Jefferies Group
New York
$445K +$462K +21,193 New
MC
358
Moors & Cabot
Massachusetts
$428K +$128K +5,875 +41%
BBHC
359
Brown Brothers Harriman & Co
New York
$427K +$4.67K +214 +1%
AAM
360
Augustine Asset Management
Florida
$425K -$96.1K -4,406 -18%
RC
361
RegentAtlantic Capital
New Jersey
$420K +$71.9K +3,296 +20%
Bessemer Group
362
Bessemer Group
New Jersey
$406K -$69.5K -3,187 -14%
SFS
363
Sowell Financial Services
Arkansas
$405K +$420K +19,267 New
TMAM
364
Tokio Marine Asset Management
Japan
$399K +$24.5K +1,123 +6%
EVM
365
Evelyn V. Moreno
$399K +$415K +19,000 New
CIBC World Market
366
CIBC World Market
Ontario, Canada
$389K -$82.4K -3,774 -17%
SA
367
Syntax Advisors
New York
$389K +$44.4K +2,033 +12%
VCG
368
Vantage Consulting Group
Virginia
$389K +$44.4K +2,033 +12%
SAS
369
Stelac Advisory Services
New York
$389K +$290K +13,287 +254%
NB
370
Nicolet Bankshares
Wisconsin
$382K -$4.36K -200 -1%
CC
371
Centiva Capital
New York
$382K +$103K +4,743 +35%
KAS
372
Kestra Advisory Services
Texas
$381K +$42.1K +1,929 +12%
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$379K -$202K -9,261 -34%
PCM
374
Prelude Capital Management
New York
$379K +$394K +18,042 New
WS
375
Wedbush Securities
California
$374K +$153 +7 +0%