AES icon

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 %
SAS
426
Stelac Advisory Services
New York
$334K -$75.1K -3,118 -18%
GCP
427
GSA Capital Partners
United Kingdom
$334K +$334K +13,877 New
VIM
428
Vinva Investment Management
Australia
$333K +$333K +14,108 New
GIA
429
Gladstone Institutional Advisory
Florida
$332K -$46.2K -1,919 -12%
B
430
Bailard
California
$331K -$506 -21 -0.2%
MOS
431
MGO One Seven
Ohio
$328K +$18.2K +756 +6%
SCM
432
Shelton Capital Management
Colorado
$327K +$327K +13,567 New
SOAMC
433
Spirit of America Management Corp
New York
$325K +$157K +6,500 +93%
SFS
434
Sowell Financial Services
Arkansas
$324K -$140K -5,828 -30%
EH
435
Equitable Holdings
New York
$323K -$157K -6,507 -33%
SAM
436
Silvercrest Asset Management
New York
$318K – – –
BCI
437
Brinker Capital Investments
Pennsylvania
$318K -$21.7K -900 -6%
OPS
438
Orion Portfolio Solutions
Nebraska
$318K +$150K +6,220 +89%
DPIM
439
Duff & Phelps Investment Management
Illinois
$316K +$316K +13,120 New
MFG
440
Magnus Financial Group
New York
$314K – – –
PI
441
PEAK6 Investments
Illinois
$306K -$2.88M -119,757 -90%
FTDI
442
First Trust Direct Indexing
Massachusetts
$300K +$68.8K +2,859 +30%
AAS
443
Avantax Advisory Services
Texas
$298K +$9.46K +393 +3%
DIM
444
Delta Investment Management
California
$298K -$33.8K -1,405 -10%
NLGIA
445
Nippon Life Global Investors Americas
New York
$294K +$294K +12,220 New
AT
446
Avalon Trust
New Mexico
$292K +$292K +12,145 New
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$289K -$36.8K -1,528 -11%
WAG
448
Wallace Advisory Group
California
$288K -$32.7K -1,360 -10%
AC
449
AXQ Capital
New Jersey
$288K +$288K +11,970 New
RSA
450
River Street Advisors
Illinois
$286K +$11.2K +466 +4%
16 17
18
19 20