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AES
AES

Overview Fund Activity

628 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 210 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
210
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.37B
2
Morgan Stanley
Morgan Stanley
New York
$562M
3
BlackRock
BlackRock
New York
$1.04B
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$99.7M
5
Goldman Sachs
Goldman Sachs
New York
$124M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$162M
2
PI
Putnam Investments
Massachusetts
$0
3
ECP
Electron Capital Partners
New York
$97.7M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$616K
5
Squarepoint
Squarepoint
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
426
Mount Yale Investment Advisors
Colorado
$280K +$280K +14,556 New
SW
427
SVB Wealth
Massachusetts
$280K +$280K +14,525 New
ZB
428
Zions Bancorporation
Utah
$279K +$46.4K +2,408 +20%
Group One Trading
429
Group One Trading
Illinois
$277K +$277K +14,382 New
FW
430
FirstPurpose Wealth
Utah
$276K +$47K +2,442 +21%
QCG
431
Quadrant Capital Group
Ohio
$275K +$104K +5,402 +61%
AC
432
AXQ Capital
New Jersey
$275K -$116K -6,000 -30%
NP
433
NorthRock Partners
Minnesota
$271K +$271K +14,081 New
WAG
434
Wallace Advisory Group
California
$261K +$62K +4,080 +31%
EAM
435
Evanson Asset Management
California
$260K – – –
Nomura Holdings
436
Nomura Holdings
Japan
$260K +$260K +13,498 New
BMSSC
437
B. Metzler seel. Sohn & Co
Germany
$258K – – –
SAM
438
Silvercrest Asset Management
New York
$255K – – –
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$254K +$2.12K +110 +0.8%
IFU
440
iSAM Funds (UK)
United Kingdom
$254K +$254K +13,176 New
LC
441
Lindbrook Capital
California
$252K +$73.3K +3,809 +41%
FTDI
442
First Trust Direct Indexing
Massachusetts
$240K +$240K +12,484 New
AFT
443
Alpha Family Trust
California
$236K +$236K +12,250 New
William Blair & Company
444
William Blair & Company
Illinois
$230K -$47.1K -2,449 -17%
CGL
445
Clarius Group LLC
Washington
$225K +$225K +11,703 New
RG
446
Renaissance Group
Kentucky
$221K +$6.7K +348 +3%
VSQM
447
V-Square Quantitative Management
Illinois
$219K – – –
AWM
448
Apollon Wealth Management
South Carolina
$215K +$215K +11,152 New
GL
449
Graypoint LLC
New York
$214K +$214K +11,116 New
SI
450
SCP Investment
California
$211K -$243K -13,600 -54%
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