692 hedge funds and large institutions have $12.1B invested in AES in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 310 increasing their positions, 194 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+42
Holders Change %
+6.46%
% of All Funds
10.06%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
111
Increased
310
Reduced
194
Closed
59
Calls
$98.8M
Puts
$104M
Net Calls
-$5.03M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Shares
Change %
Mackenzie Financial
426
Mackenzie Financial
Ontario, Canada
$396K -$6.53M -371,750 -94%
MGP
427
Metis Global Partners
California
$393K +$14.6K +833 +4%
HWM
428
HB Wealth Management
Georgia
$392K +$71K +4,038 +22%
CIA
429
Concurrent Investment Advisors
Florida
$388K +$388K +22,106 New
CCM
430
Coldstream Capital Management
Washington
$388K +$14.5K +827 +4%
BWP
431
Balboa Wealth Partners
Arizona
$387K +$387K +22,017 New
TFS
432
Thoroughbred Financial Services
Tennessee
$386K +$386K +21,977 New
LIM
433
Letson Investment Management
Georgia
$381K +$381K +21,696 New
GLA
434
Great Lakes Advisors
Illinois
$378K +$64.5K +3,673 +21%
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$377K +$16.7K +952 +5%
CL
436
Choreo LLC
Illinois
$376K +$376K +21,543 New
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$374K +$4.8K +273 +1%
OAM
438
Oxford Asset Management
United Kingdom
$369K +$369K +20,998 New
EWM
439
Evercore Wealth Management
New York
$361K -$17.9K -1,020 -5%
AFG
440
Atomi Financial Group
New York
$355K +$47.4K +2,700 +15%
ZP
441
Zimmer Partners
New York
$351K -$32.4M -1,845,000 -99%
EM
442
ELCO Management
New York
$351K +$176K +10,000 +100%
BTWM
443
Baker Tilly Wealth Management
Wisconsin
$350K -$440K -25,049 -56%
GT
444
Greenleaf Trust
Michigan
$346K +$75.5K +4,295 +28%
AWM
445
Axxcess Wealth Management
California
$346K +$117K +6,670 +51%
Credit Agricole
446
Credit Agricole
France
$343K -$372K -21,179 -52%
Envestnet Portfolio Solutions
447
Envestnet Portfolio Solutions
Illinois
$339K -$1.93M -109,677 -85%
Squarepoint
448
Squarepoint
New York
$338K -$9.45M -537,916 -97%
AIM
449
Aigen Investment Management
New York
$334K -$1.1M -62,596 -77%
AC
450
AXQ Capital
New Jersey
$330K -$1.29M -73,199 -80%