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AES
AES

Overview Fund Activity

650 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 190 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
105
Increased
272
Reduced
190
Closed
74
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$822M
3
Two Sigma Investments
Two Sigma Investments
New York
$123M
4
Millennium Management
Millennium Management
New York
$148M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$103M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$454M
2
Morgan Stanley
Morgan Stanley
New York
$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.59M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$64.4M
5
State Street
State Street
Massachusetts
$583M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
376
Focus Partners Wealth
Massachusetts
$523K +$12K +672 +2%
IA
377
Inspire Advisors
Idaho
$507K +$28.9K +1,614 +6%
NG
378
Norden Group
Utah
$500K +$223K +12,429 +80%
GFS
379
GYL Financial Synergies
Connecticut
$498K +$21.8K +1,218 +5%
MAM
380
Meeder Asset Management
Ohio
$490K +$490K +27,350 New
FIM
381
Freedom Investment Management
Connecticut
$490K -$31.6K -1,761 -6%
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$490K -$2.34M -130,493 -83%
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
$484K -$4.47K -249 -0.9%
SOAMC
384
Spirit of America Management Corp
New York
$484K +$8.97K +500 +2%
BL
385
Balentine LLC
Georgia
$482K +$23.4K +1,305 +5%
WSCM
386
Wellington Shields Capital Management
New York
$482K +$482K +26,875 New
KCM
387
Kendall Capital Management
Maryland
$476K -$30.7K -1,710 -6%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$475K +$49K +2,732 +11%
TMAM
389
Tokio Marine Asset Management
Japan
$467K +$43.2K +2,407 +10%
BA
390
BCM Advisors
Louisiana
$462K – – –
FHB
391
First Hawaiian Bank
Hawaii
$461K -$426K -23,741 -48%
Wealthfront Advisers
392
Wealthfront Advisers
California
$461K -$22.6K -1,259 -5%
CCIA
393
Campbell & Co Investment Adviser
Maryland
$456K +$456K +25,441 New
EA
394
Emerald Advisers
Pennsylvania
$456K +$187K +10,454 +70%
AAP
395
Ardsley Advisory Partners
Connecticut
$448K +$448K +25,000 New
PA
396
Profund Advisors
Maryland
$448K -$37.2K -2,074 -8%
SWM
397
SeaCrest Wealth Management
New York
$447K +$49.8K +2,777 +13%
DADC
398
D.A. Davidson & Co
Montana
$431K +$431K +24,064 New
FBC
399
Fairfield, Bush & Co
Connecticut
$413K -$25K -1,393 -6%
RIL
400
Rothschild Investment LLC
Illinois
$410K -$6.72K -375 -2%
14 15
16
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