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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 %
KAS
401
Kestra Advisory Services
Texas
$406K -$23.1K -1,290 -5%
GCM
402
Greenland Capital Management
New York
$404K -$851K -47,450 -68%
A
403
AlphaQuest
New York
$403K +$403K +22,500 New
PWP
404
Phillips Wealth Planners
Mississippi
$402K +$7.78K +489 +2%
NB
405
Norinchukin Bank
Japan
$400K -$5.24K -292 -1%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$396K -$31.5K -1,758 -7%
VCG
407
Vantage Consulting Group
Virginia
$393K +$47.7K +2,662 +14%
PPWM
408
Paragon Private Wealth Management
Kentucky
$391K – – –
GCA
409
Guardian Capital Advisors
Ontario, Canada
$391K +$391K +24,200 New
WAG
410
Wallace Advisory Group
California
$387K +$56.1K +2,915 +17%
EWM
411
Evercore Wealth Management
New York
$387K +$20.9K +1,165 +6%
MGP
412
Metis Global Partners
California
$386K -$2.22K -124 -0.6%
AG
413
Algert Global
California
$382K -$203K -11,312 -35%
NMIMC
414
Northwestern Mutual Investment Management Company
Wisconsin
$381K +$950 +53 +0.3%
CCM
415
Coldstream Capital Management
Washington
$381K -$13.8K -767 -3%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$376K +$5.51K +307 +1%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$368K -$39.6K -2,208 -10%
MYAM
418
Meiji Yasuda Asset Management
Japan
$359K +$92.2K +5,140 +35%
TRCT
419
Tower Research Capital (TRC)
New York
$358K -$1.07M -59,764 -75%
DPAM
420
Degroof Petercam Asset Management
Belgium
$350K – – –
HW
421
Hancock Whitney
Mississippi
$347K -$30.4K -1,694 -8%
USAA
422
United Services Automobile Association
Texas
$330K – – –
BC
423
Bridgefront Capital
Texas
$328K -$234K -13,034 -42%
CJ
424
Caitlin John
Michigan
$328K +$14.5K +807 +5%
HWM
425
HB Wealth Management
Georgia
$327K +$49.2K +2,744 +18%
15 16
17
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