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AES
AES

Overview Fund Activity

689 hedge funds and large institutions have $18.2B invested in AES in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 239 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+59
Holders Change %
+9.37%
% of All Funds
11.12%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
132
Increased
239
Reduced
223
Closed
61
Calls
$66.3M
Puts
$29.1M
Net Calls
+$37.1M
Net Calls Change
-$2.08M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$600M
2
BlackRock
BlackRock
New York
$1.3B
3
Capital World Investors
Capital World Investors
California
$2B
4
UBS AM
UBS AM
Illinois
$126M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
$52.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.41B
3
ECP
Electron Capital Partners
New York
$253M
4
MGIM
M&G Investment Management
United Kingdom
$116M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
426
Bailard
California
$396K +$1.58K +55 +0.4%
DIM
427
Delta Investment Management
California
$396K +$25K +870 +7%
William Blair & Company
428
William Blair & Company
Illinois
$395K -$5.58K -194 -1%
Credit Agricole
429
Credit Agricole
France
$393K +$142K +4,946 +57%
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$389K +$39.6K +1,376 +11%
VCG
431
Vantage Consulting Group
Virginia
$388K -$41.3K -1,435 -10%
SA
432
Syntax Advisors
New York
$388K -$41.3K -1,435 -10%
WAG
433
Wallace Advisory Group
California
$384K +$384K +13,337 New
HBT
434
Heartland Bank & Trust
Illinois
$383K +$383K +13,323 New
SAM
435
Silvercrest Asset Management
New York
$380K – – –
NA
436
NewEdge Advisors
Louisiana
$377K +$377K +22,033 New
OCBCO
437
Oversea-Chinese Banking Corp (OCBC)
Singapore
$377K +$377K +13,100 New
GFS
438
GYL Financial Synergies
Connecticut
$377K +$47.2K +1,641 +14%
MFG
439
Magnus Financial Group
New York
$375K – – –
MOS
440
MGO One Seven
Ohio
$370K +$370K +12,863 New
MCC
441
Money Concepts Capital
Florida
$365K +$28.8K +1,001 +9%
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$362K +$362K +12,589 New
ZB
443
Zions Bancorporation
Utah
$359K -$13.9K -484 -4%
Bessemer Group
444
Bessemer Group
New Jersey
$355K -$236K -8,187 -40%
WAM
445
Wakefield Asset Management
Colorado
$353K +$1.18K +41 +0.3%
Capital Fund Management (CFM)
446
Capital Fund Management (CFM)
France
$347K +$347K +12,054 New
AAS
447
Avantax Advisory Services
Texas
$344K +$344K +11,975 New
SI
448
Stephens Inc
Arkansas
$340K -$30.1K -1,045 -8%
EF
449
Empirical Finance
Pennsylvania
$333K -$2.65K -92 -0.8%
Cerity Partners
450
Cerity Partners
New York
$329K +$329K +11,435 New
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