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AES
AES

Overview Fund Activity

633 hedge funds and large institutions have $13.1B invested in AES in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-39
Holders Change %
-5.8%
% of All Funds
9.98%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
46
Increased
248
Reduced
247
Closed
80
Calls
$60M
Puts
$20.4M
Net Calls
+$39.6M
Net Calls Change
+$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Marshall Wace
Marshall Wace
United Kingdom
+$49.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.1M
5
MGIM
M&G Investment Management
United Kingdom
+$44.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
Jennison Associates
Jennison Associates
New York
-$44.9M
3
OCAM
Owl Creek Asset Management
New York
-$42.5M
4
Truist Financial
Truist Financial
North Carolina
-$38.6M
5
CM
Corvex Management
New York
-$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
376
Paragon Private Wealth Management
Kentucky
$440K -$15.1K -726 -3%
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$438K +$2.41K +116 +0.6%
CAN
378
Cetera Advisor Networks
California
$436K -$8.85K -427 -2%
BBVA
379
Banco Bilbao Vizcaya Argentaria
Spain
$433K +$53.2K +2,566 +14%
SC
380
Searle & Co
Connecticut
$433K -$21.6K -1,000 -5%
CCIA
381
Campbell & Co Investment Adviser
Maryland
$432K +$73.1K +3,526 +20%
PWP
382
Phillips Wealth Planners
Mississippi
$423K -$14.8K -713 -3%
BBHC
383
Brown Brothers Harriman & Co
New York
$419K – – –
DPIM
384
Duff & Phelps Investment Management
Illinois
$418K +$146K +7,034 +54%
MGP
385
Metis Global Partners
California
$417K -$13.1K -633 -3%
TI
386
Tidal Investments
Wisconsin
$411K +$108K +5,220 +36%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$407K -$924K -44,575 -69%
IIM
388
Ironwood Investment Management
Massachusetts
$406K – – –
TC
389
Trilogy Capital
California
$405K +$54.5K +2,425 +16%
HCA
390
Harbor Capital Advisors
Illinois
$405K +$7.34K +354 +2%
AAM
391
Augustine Asset Management
Florida
$397K +$249 +12 +0.1%
PWM
392
Perigon Wealth Management
California
$395K -$66.6K -3,215 -14%
SFS
393
Sowell Financial Services
Arkansas
$379K +$101K +4,861 +36%
SA
394
Syntax Advisors
New York
$378K +$38.1K +1,840 +11%
VCG
395
Vantage Consulting Group
Virginia
$378K +$38.1K +1,840 +11%
VF
396
Virtu Financial
New York
$378K +$378K +18,233 New
QOP
397
Quinn Opportunity Partners
Virginia
$374K – – –
PSP
398
Principal Street Partners
Tennessee
$372K -$1.41K -68 -0.4%
NB
399
Nicolet Bankshares
Wisconsin
$365K +$6.22K +300 +2%
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$360K -$67K -3,231 -16%
14 15
16
17 18