AES icon

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 %
RSA
451
River Street Advisors
Illinois
$328K +$328K +11,397 New
SP
452
Symmetry Partners
Connecticut
$327K – – –
EGA
453
Eagle Global Advisors
Texas
$324K +$324K +11,258 New
CC
454
Callan Capital
California
$323K – – –
WSC
455
Wellington Shields & Co
New York
$322K – – –
SSG
456
Summit Securities Group
New York
$319K +$272K +9,456 +573%
MW
457
Marcum Wealth
Ohio
$313K -$1.29K -45 -0.4%
RG
458
Renaissance Group
Kentucky
$309K -$40.9K -1,423 -12%
RT
459
Rockland Trust
Massachusetts
$308K – – –
SAM
460
Security Asset Management
New York
$308K – – –
FMLI
461
Fukoku Mutual Life Insurance
Japan
$306K – – –
CIM
462
Contravisory Investment Management
Massachusetts
$302K +$302K +10,507 New
ETH
463
Exos TFP Holdings
New York
$302K -$53.2K -1,851 -15%
MAM
464
Meeder Asset Management
Ohio
$301K -$729K -25,335 -71%
SFA
465
Seneca Financial Advisors
New York
$299K – – –
KFC
466
Klingenstein Fields & Co
New York
$297K – – –
RCM
467
RNC Capital Management
California
$295K -$31.7K -1,100 -10%
LOIM
468
Liberty One Investment Management
Illinois
$294K -$5.55K -193 -2%
KIG
469
Kessler Investment Group
Indiana
$294K +$5.54K +193 +2%
CCM
470
Coldstream Capital Management
Washington
$293K +$293K +10,190 New
Aviva
471
Aviva
United Kingdom
$292K – – –
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$285K -$114K -3,955 -29%
FAG
473
Fortitude Advisory Group
Washington
$283K +$58 +2 +0%
DWA
474
Dorsey Wright & Associates
California
$283K +$283K +9,830 New
HIA
475
Harbor Investment Advisory
Maryland
$280K – – –
17 18
19
20 21