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597 hedge funds and large institutions have $13.2B invested in AES in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 250 increasing their positions, 181 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $12.5M

38% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 181

1.92% more ownership

Funds ownership: 93.27%95.19% (+1.9%)

2% less funds holding

Funds holding: 612597 (-15)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

17% less capital invested

Capital invested by funds: $15.9B → $13.2B (-$2.7B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
597
Holders Change
-15
Holders Change %
-2.45%
% of All Funds
10.06%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
69
Increased
250
Reduced
181
Closed
77
Calls
$85.1M
Puts
$12.5M
Net Calls
+$72.6M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Silvercrest Asset Management
New York
$278K
MFG
402
Magnus Financial Group
New York
$274K
SW
403
SteelPeak Wealth
California
$274K +$285K +13,051 New
JWCA
404
J.W. Cole Advisors
Florida
$272K +$282K +12,935 New
RCM
405
RNC Capital Management
California
$264K -$12K -550 -4%
HIMC
406
Heritage Investors Management Corp
Maryland
$261K
ZB
407
Zions Bancorporation
Utah
$257K +$73.3K +3,360 +38%
Connor, Clark & Lunn Investment Management (CC&L)
408
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K +$266K +12,211 New
VAS
409
Vestmark Advisory Solutions
Massachusetts
$256K +$8.45K +387 +3%
RG
410
Renaissance Group
Kentucky
$255K +$80K +3,667 +43%
FMLI
411
Fukoku Mutual Life Insurance
Japan
$250K
BCI
412
Brinker Capital Investments
Pennsylvania
$247K -$15.9K -729 -6%
DWM
413
Drive Wealth Management
Utah
$247K +$23.6K +1,082 +10%
EF
414
Empirical Finance
Pennsylvania
$246K +$567 +26 +0.2%
PSP
415
Principal Street Partners
Tennessee
$246K +$6.17K +283 +2%
BL
416
Balentine LLC
Georgia
$246K +$256K +11,729 New
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$242K +$16.9K +774 +7%
GFS
418
GYL Financial Synergies
Connecticut
$240K -$27.8K -1,276 -10%
SP
419
Symmetry Partners
Connecticut
$239K
JIC
420
Johnson Investment Counsel
Ohio
$237K +$46K +2,110 +23%
WSC
421
Wellington Shields & Co
New York
$235K
CCP
422
Corient Capital Partners
California
$231K +$240K +10,977 New
MW
423
Marcum Wealth
Ohio
$230K +$196 +9 +0.1%
FNT
424
First National Trust
Pennsylvania
$227K -$45.2K -2,071 -16%
RT
425
Rockland Trust
Massachusetts
$225K