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AES
AES

Overview Fund Activity

689 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 239 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+59
Holders Change %
+9.37%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
132
Increased
239
Reduced
223
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$63.7M
2
BlackRock
BlackRock
New York
+$53.6M
3
Capital World Investors
Capital World Investors
California
+$42.4M
4
UBS AM
UBS AM
Illinois
+$34.9M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$32.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$46.7M
3
ECP
Electron Capital Partners
New York
-$44.8M
4
MGIM
M&G Investment Management
United Kingdom
-$43.1M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
351
Fairfield, Bush & Co
Connecticut
$812K -$187K -6,497 -19%
KAS
352
Kestra Advisory Services
Texas
$806K +$176K +6,122 +28%
PP
353
Paloma Partners
Connecticut
$790K +$790K +27,453 New
AIMCA
354
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$771K – – –
AT
355
Arden Trust
Delaware
$767K -$39.1K -1,358 -5%
IC
356
IEQ Capital
California
$732K +$341K +11,872 +87%
BA
357
BCM Advisors
Louisiana
$716K – – –
PWM
358
Perigon Wealth Management
California
$712K +$12.4K +430 +2%
Walleye Capital
359
Walleye Capital
New York
$708K +$708K +24,602 New
USAA
360
United Services Automobile Association
Texas
$703K – – –
IWA
361
IBEX Wealth Advisors
New Jersey
$696K +$696K +24,184 New
US Bancorp
362
US Bancorp
Minnesota
$694K +$8.05K +280 +1%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$688K – – –
V
364
Veritable
Delaware
$683K +$162K +5,616 +31%
BTWM
365
Baker Tilly Wealth Management
Wisconsin
$683K +$43.4K +1,510 +7%
BAAM
366
Baker Avenue Asset Management
California
$674K +$84.5K +2,937 +14%
SWM
367
SeaCrest Wealth Management
New York
$649K +$316 +11 +0%
PFA
368
Pathway Financial Advisers
Indiana
$649K +$649K +22,554 New
SC
369
Searle & Co
Connecticut
$647K +$28.8K +1,000 +5%
PPWM
370
Paragon Private Wealth Management
Kentucky
$643K +$11K +383 +2%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$642K +$451K +15,691 +237%
CAN
372
Cetera Advisor Networks
California
$634K +$354K +12,305 +126%
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$634K +$105K +3,656 +20%
BBHC
374
Brown Brothers Harriman & Co
New York
$634K +$49.1K +1,707 +8%
EWM
375
Evercore Wealth Management
New York
$630K +$7.91K +275 +1%
13 14
15
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