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AES
AES

Overview Fund Activity

608 hedge funds and large institutions have $16B invested in AES in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+22
Holders Change %
+3.75%
% of All Funds
10.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
80
Increased
212
Reduced
226
Closed
54
Calls
$99.9M
Puts
$19.4M
Net Calls
+$80.4M
Net Calls Change
+$77.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.39B
2
OAG
Orbis Allan Gray
Bermuda
$320M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$60.6M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
Millennium Management
Millennium Management
New York
$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$413M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
3
ICP
Inclusive Capital Partners
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$79M
5
PC
PointState Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
401
Bowling Portfolio Management
Ohio
$376K -$1.18M -45,395 -76%
GIA
402
Gladstone Institutional Advisory
Florida
$372K +$372K +14,288 New
BPA
403
Beacon Pointe Advisors
California
$370K +$7.48K +287 +2%
MYAM
404
Meiji Yasuda Asset Management
Japan
$362K +$45.9K +1,760 +15%
FRM
405
Fox Run Management
Connecticut
$362K +$362K +13,886 New
SFS
406
Sowell Financial Services
Arkansas
$361K -$59.5K -2,283 -14%
AssetMark Inc
407
AssetMark Inc
California
$361K -$7.99K -306 -2%
AP
408
Advisors Preferred
Maryland
$359K +$359K +13,651 New
TI
409
Tidal Investments
Wisconsin
$357K +$357K +13,677 New
Creative Planning
410
Creative Planning
Kansas
$355K +$68.2K +2,619 +24%
QVT
411
Quantitative Value Technologies
Kansas
$349K +$349K +13,406 New
Cambridge Investment Research Advisors
412
Cambridge Investment Research Advisors
Iowa
$347K +$31K +1,190 +10%
PPW
413
Pasadena Private Wealth
California
$347K +$45.7K +1,755 +15%
CCM
414
CAAS Capital Management
New York
$344K +$344K +13,181 New
BC
415
Bridgefront Capital
Texas
$341K +$341K +13,064 New
CA
416
Capitolis Advisors
New York
$327K – – –
BTWM
417
Baker Tilly Wealth Management
Wisconsin
$326K +$22.8K +874 +8%
GT
418
Greenleaf Trust
Michigan
$324K +$3.31K +127 +1%
OFA
419
Oak Family Advisors
Illinois
$322K +$1.3K +50 +0.4%
1WA
420
180 Wealth Advisors
Washington
$322K +$322K +13,244 New
Rafferty Asset Management
421
Rafferty Asset Management
New York
$317K +$64.3K +2,469 +25%
Nomura Holdings
422
Nomura Holdings
Japan
$314K +$155K +5,941 +97%
SAM
423
Silvercrest Asset Management
New York
$310K – – –
PI
424
PFS Investments
Georgia
$310K +$310K +12,036 New
V
425
Veritable
Delaware
$306K -$35.9K -1,379 -11%
15 16
17
18 19