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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
+$175M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$62M
3
Capital World Investors
Capital World Investors
California
+$54.4M
4
EIP
Energy Income Partners
Connecticut
+$42.3M
5
Morgan Stanley
Morgan Stanley
New York
+$28.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$197M
2
Capital International Investors
Capital International Investors
California
-$125M
3
SCA
Southpoint Capital Advisors
New York
-$77.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.6M
5
UBS AM
UBS AM
Illinois
-$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$506K +$1.52K +63 +0.3%
MGP
377
Metis Global Partners
California
$500K +$166K +6,877 +50%
SC
378
Searle & Co
Connecticut
$497K -$35.5K -1,500 -7%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$496K -$12.1K -504 -2%
SEC
380
Seven Eight Capital
New York
$491K +$491K +20,376 New
PWP
381
Phillips Wealth Planners
Mississippi
$489K +$489K +21,107 New
BBHC
382
Brown Brothers Harriman & Co
New York
$487K -$43.9K -1,823 -8%
PP
383
Prudential plc
United Kingdom
$486K +$290K +12,047 +148%
XT
384
XTX Topco
Cayman Islands
$480K +$480K +19,952 New
BTWM
385
Baker Tilly Wealth Management
Wisconsin
$478K -$93.3K -3,876 -16%
TMAM
386
Tokio Marine Asset Management
Japan
$478K +$21.3K +884 +5%
IIM
387
Ironwood Investment Management
Massachusetts
$471K -$45.2K -1,875 -9%
KI
388
Kula Investments
Illinois
$468K +$468K +19,419 New
HCA
389
Harbor Capital Advisors
Illinois
$461K +$461K +19,165 New
AAM
390
Augustine Asset Management
Florida
$461K -$2.46K -102 -0.5%
AIA
391
Arrow Investment Advisors
Maryland
$449K +$19.4K +806 +5%
DI
392
DFPG Investments
Utah
$448K +$25.4K +1,054 +6%
BBVA
393
Banco Bilbao Vizcaya Argentaria
Spain
$442K +$89.1K +3,701 +25%
QOP
394
Quinn Opportunity Partners
Virginia
$434K – – –
PSP
395
Principal Street Partners
Tennessee
$433K -$21.1K -876 -5%
TRCT
396
Tower Research Capital (TRC)
New York
$430K +$87.3K +3,629 +25%
Federated Hermes
397
Federated Hermes
Pennsylvania
$419K -$17.9K -745 -4%
WCM
398
WealthBridge Capital Management
Ohio
$418K +$55K +2,285 +15%
CCIA
399
Campbell & Co Investment Adviser
Maryland
$417K +$417K +17,318 New
NB
400
Nicolet Bankshares
Wisconsin
$417K -$10.8K -450 -3%
14 15
16
17 18