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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 %
MA
401
MCF Advisors
Kentucky
$351K – – –
B
402
Bailard
California
$346K +$60.5K +2,920 +21%
SPA
403
Sherbrooke Park Advisers
New York
$342K +$342K +16,498 New
SIA
404
Sit Investment Associates
Minnesota
$342K -$3.48M -167,825 -91%
GT
405
Greenleaf Trust
Michigan
$342K +$7.57K +365 +2%
EF
406
Empirical Finance
Pennsylvania
$334K +$107K +5,182 +47%
VI
407
Vestcor Inc
New Brunswick, Canada
$326K -$2.72K -131 -0.8%
MC
408
Moors & Cabot
Massachusetts
$316K +$10.4K +500 +3%
VAS
409
Vestmark Advisory Solutions
Massachusetts
$316K -$5.1K -246 -2%
ISWM
410
Independent Solutions Wealth Management
New York
$315K -$39.3K -1,897 -11%
William Blair & Company
411
William Blair & Company
Illinois
$311K -$45.7K -2,203 -13%
USAA
412
United Services Automobile Association
Texas
$309K – – –
OFA
413
Oak Family Advisors
Illinois
$306K -$40.3K -1,945 -12%
PAS
414
Park Avenue Securities
New York
$290K -$34.4K -1,661 -11%
CPIA
415
Cornell Pochily Investment Advisors
New York
$289K -$22.4K -1,082 -7%
WAG
416
Wallace Advisory Group
California
$288K – – –
SI
417
Stephens Inc
Arkansas
$287K -$15.9K -766 -5%
Federated Hermes
418
Federated Hermes
Pennsylvania
$287K -$74.2K -3,581 -21%
MOS
419
MGO One Seven
Ohio
$282K +$145 +7 +0.1%
OCBCO
420
Oversea-Chinese Banking Corp (OCBC)
Singapore
$280K +$53.3K +2,573 +24%
NA
421
NewEdge Advisors
Louisiana
$279K -$272K -13,121 -49%
IC
422
IEQ Capital
California
$278K -$304K -14,660 -52%
KAS
423
Kestra Advisory Services
Texas
$278K -$67.7K -3,264 -20%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$278K +$45.3K +2,187 +20%
SAM
425
Silvercrest Asset Management
New York
$275K +$518 +25 +0.2%
15 16
17
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