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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 %
Lido Advisors
451
Lido Advisors
California
$284K +$90.4K +3,753 +47%
PFO
452
Pathstone Family Office
New Jersey
$283K -$852K -33,072 -75%
ZB
453
Zions Bancorporation
Utah
$282K -$18.2K -757 -6%
ALAM
454
Asahi Life Asset Management
Japan
$277K +$277K +11,510 New
SP
455
Symmetry Partners
Connecticut
$274K – – –
FAG
456
Fortitude Advisory Group
Washington
$273K +$35.7K +1,481 +15%
EGA
457
Eagle Global Advisors
Texas
$271K – – –
PTC
458
Petrus Trust Company
Texas
$271K +$44.9K +1,863 +20%
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$270K -$794K -32,957 -75%
WSC
460
Wellington Shields & Co
New York
$269K – – –
OCBCO
461
Oversea-Chinese Banking Corp (OCBC)
Singapore
$263K -$52.2K -2,166 -17%
EF
462
Empirical Finance
Pennsylvania
$263K -$16.1K -669 -6%
MW
463
Marcum Wealth
Ohio
$263K +$650 +27 +0.2%
CIM
464
Contravisory Investment Management
Massachusetts
$261K +$8.16K +339 +3%
MCC
465
Money Concepts Capital
Florida
$260K -$46.4K -1,924 -15%
PFA
466
Pathway Financial Advisers
Indiana
$258K -$285K -11,821 -52%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$258K +$19.3K +802 +8%
SAM
468
Security Asset Management
New York
$258K – – –
RT
469
Rockland Trust
Massachusetts
$258K – – –
CI Investments Inc
470
CI Investments Inc
Ontario, Canada
$257K -$274K -11,369 -52%
Credit Agricole
471
Credit Agricole
France
$253K -$76.5K -3,177 -23%
Baird Financial Group
472
Baird Financial Group
Wisconsin
$252K +$252K +10,474 New
CAM
473
Cresset Asset Management
Illinois
$251K +$251K +10,412 New
SFA
474
Seneca Financial Advisors
New York
$250K – – –
RCM
475
RNC Capital Management
California
$250K +$3.61K +150 +1%
17 18
19
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