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AES
AES

Overview Fund Activity

650 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 190 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
105
Increased
272
Reduced
190
Closed
74
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$822M
3
Two Sigma Investments
Two Sigma Investments
New York
$123M
4
Millennium Management
Millennium Management
New York
$148M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$103M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$454M
2
Morgan Stanley
Morgan Stanley
New York
$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.59M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$64.4M
5
State Street
State Street
Massachusetts
$583M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
451
FirstPurpose Wealth
Utah
$262K +$9.19K +520 +4%
MYIA
452
Mount Yale Investment Advisors
Colorado
$261K – – –
CIBC World Market
453
CIBC World Market
Ontario, Canada
$260K -$20K -1,118 -7%
AC
454
Aristeia Capital
Connecticut
$259K +$259K +14,418 New
AWS
455
Atria Wealth Solutions
New York
$253K +$253K +14,084 New
SW
456
SVB Wealth
Massachusetts
$247K -$13.8K -772 -5%
QCM
457
QRG Capital Management
Illinois
$245K -$2.63M -146,716 -91%
EAM
458
Evanson Asset Management
California
$242K – – –
QCG
459
Quadrant Capital Group
Ohio
$241K -$15.1K -840 -6%
LC
460
Lindbrook Capital
California
$240K +$5.09K +284 +2%
BMSSC
461
B. Metzler seel. Sohn & Co
Germany
$240K – – –
SAM
462
Silvercrest Asset Management
New York
$237K -$448 -25 -0.2%
HAG
463
HighPoint Advisor Group
Illinois
$237K +$13.9K +694 +6%
AWM
464
Axxcess Wealth Management
California
$233K +$233K +13,000 New
CGA
465
Crescent Grove Advisors
Illinois
$228K +$228K +12,725 New
OR
466
Olympiad Research
Connecticut
$224K +$224K +12,517 New
AFT
467
Alpha Family Trust
California
$220K – – –
PCM
468
Prelude Capital Management
New York
$219K +$219K +12,228 New
HBT
469
Heartland Bank & Trust
Illinois
$212K +$212K +11,831 New
BP
470
Ballentine Partners
Massachusetts
$211K +$211K +11,769 New
CGL
471
Clarius Group LLC
Washington
$211K +$1.08K +60 +0.5%
VA
472
Vident Advisory
Georgia
$208K +$208K +11,606 New
FTDI
473
First Trust Direct Indexing
Massachusetts
$208K -$16.2K -902 -7%
SFA
474
Sequoia Financial Advisors
Ohio
$207K -$92.3K -5,149 -31%
HCM
475
Howland Capital Management
Massachusetts
$204K +$204K +11,400 New
17 18
19
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