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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 %
William Blair & Company
401
William Blair & Company
Illinois
$414K +$83.3K +3,460 +25%
ISWM
402
Independent Solutions Wealth Management
New York
$411K -$71.5K -2,971 -15%
MM
403
MQS Management
New York
$410K +$410K +17,034 New
MA
404
MCF Advisors
Kentucky
$408K – – –
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$402K – – –
OFA
406
Oak Family Advisors
Illinois
$402K -$21.9K -910 -5%
KAS
407
Kestra Advisory Services
Texas
$402K -$273K -11,337 -40%
VCG
408
Vantage Consulting Group
Virginia
$395K +$70.4K +2,923 +22%
SA
409
Syntax Advisors
New York
$395K +$70.4K +2,923 +22%
WS
410
Wedbush Securities
California
$393K -$4.68K -194 -1%
GT
411
Greenleaf Trust
Michigan
$388K -$57.8K -2,402 -13%
DA
412
Duality Advisers
Florida
$384K +$384K +15,962 New
VI
413
Vestcor Inc
New Brunswick, Canada
$382K – – –
PAS
414
Park Avenue Securities
New York
$377K +$4.69K +195 +1%
TC
415
Trilogy Capital
California
$375K +$375K +15,578 New
VAS
416
Vestmark Advisory Solutions
Massachusetts
$373K -$6.53K -271 -2%
JFG
417
Jefferies Financial Group
New York
$362K -$541K -22,484 -60%
CPIA
418
Cornell Pochily Investment Advisors
New York
$362K -$4.7K -195 -1%
USAA
419
United Services Automobile Association
Texas
$359K -$229K -9,511 -39%
MC
420
Moors & Cabot
Massachusetts
$355K +$6.02K +250 +2%
SI
421
Stephens Inc
Arkansas
$352K +$67.3K +2,794 +24%
TI
422
Tidal Investments
Wisconsin
$352K +$11.5K +476 +3%
HBT
423
Heartland Bank & Trust
Illinois
$342K +$21.2K +879 +7%
1WA
424
180 Wealth Advisors
Washington
$337K +$337K +13,990 New
Royal London Asset Management
425
Royal London Asset Management
United Kingdom
$337K +$337K +13,982 New
15 16
17
18 19