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
Name Holding Trade Value Shares
Change
Shares
Change %
CG
351
Colony Group
Massachusetts
$675K -$591K -24,526 -47%
GFS
352
GYL Financial Synergies
Connecticut
$664K +$349K +14,489 +111%
PAG
353
Private Advisor Group
New Jersey
$660K -$556K -23,090 -46%
API
354
Advisor Partners II
California
$649K +$148K +6,165 +30%
Lazard Asset Management
355
Lazard Asset Management
New York
$643K +$626K +26,004 +3,683%
NA
356
NewEdge Advisors
Louisiana
$641K +$110K +4,569 +21%
Simplex Trading
357
Simplex Trading
Illinois
$637K +$612K +25,439 +2,451%
FBC
358
Fairfield, Bush & Co
Connecticut
$632K -$48K -1,995 -7%
BA
359
BCM Advisors
Louisiana
$616K
Verition Fund Management
360
Verition Fund Management
Connecticut
$609K -$114K -4,718 -16%
SCM
361
Stevens Capital Management
Pennsylvania
$590K +$590K +24,513 New
IWA
362
IBEX Wealth Advisors
New Jersey
$577K -$5.08K -211 -0.9%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$572K -$4.09K -170 -0.7%
ECM
364
Evergreen Capital Management
Washington
$567K -$173K -7,171 -23%
US Bancorp
365
US Bancorp
Minnesota
$563K -$17.4K -723 -3%
AT
366
Arden Trust
Delaware
$544K -$98.5K -4,090 -15%
SWM
367
SeaCrest Wealth Management
New York
$543K +$313 +13 +0.1%
EWM
368
Evercore Wealth Management
New York
$540K +$12K +500 +2%
PWM
369
Perigon Wealth Management
California
$537K -$59.9K -2,487 -10%
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$535K +$232K +9,647 +77%
PPWM
371
Paragon Private Wealth Management
Kentucky
$529K -$9.22K -383 -2%
V
372
Veritable
Delaware
$522K -$50.3K -2,089 -9%
EWM
373
Endurance Wealth Management
Rhode Island
$521K
ETH
374
Exos TFP Holdings
New York
$520K +$267K +11,086 +106%
CAN
375
Cetera Advisor Networks
California
$517K -$14K -581 -3%