698 hedge funds and large institutions have $13.9B invested in AES in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 282 increasing their positions, 240 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
10.1%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
94
Increased
282
Reduced
240
Closed
83
Calls
$191M
Puts
$146M
Net Calls
+$45.1M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
426
Coldstream Capital Management
Washington
$397K -$38.8K -1,963 -9%
CL
427
COWA LLC
Oklahoma
$397K +$397K +19,806 New
ETC
428
Exchange Traded Concepts
Oklahoma
$393K +$356K +17,732 +947%
GCM
429
Greenland Capital Management
New York
$393K -$72.2K -3,599 -16%
TI
430
Tidal Investments
Wisconsin
$392K -$1.16M -57,674 -75%
WAG
431
Wallace Advisory Group
California
$391K -$13.2K -754 -3%
SC
432
Schubert & Co
Texas
$390K +$390K +19,432 New
GHAM
433
Gilman Hill Asset Management
Connecticut
$388K +$173K +8,600 +80%
GT
434
Greenleaf Trust
Michigan
$376K -$18.5K -924 -5%
ARC
435
Advisor Resource Council
Texas
$373K +$373K +18,606 New
EF
436
Empirical Finance
Pennsylvania
$373K +$10.6K +527 +3%
UAG
437
United Advisor Group
Ohio
$368K +$368K +18,362 New
RSA
438
River Street Advisors
Illinois
$366K +$27.5K +1,373 +8%
GCP
439
GSA Capital Partners
United Kingdom
$365K -$801K -39,928 -69%
IFU
440
iSAM Funds (UK)
United Kingdom
$362K +$362K +18,026 New
SCA
441
Snowden Capital Advisors
New York
$361K -$14.1K -702 -4%
PAG
442
Private Advisor Group
New Jersey
$360K -$487K -24,266 -58%
BTWM
443
Baker Tilly Wealth Management
Wisconsin
$359K -$40.3K -2,007 -10%
HW
444
Hancock Whitney
Mississippi
$354K +$2.89K +144 +0.8%
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$354K -$32.4K -1,615 -8%
IIM
446
Ironwood Investment Management
Massachusetts
$350K -$12K -600 -3%
Capstone Investment Advisors
447
Capstone Investment Advisors
New York
$347K -$325K -16,218 -48%
CAMG
448
CWA Asset Management Group
Florida
$347K +$347K +17,289 New
KAS
449
Kestra Advisory Services
Texas
$346K -$19.3K -962 -5%
MA
450
MCF Advisors
Kentucky
$344K +$1.2K +60 +0.4%