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AES
AES

Overview Fund Activity

586 hedge funds and large institutions have $16.6B invested in AES in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 231 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+27
Holders Change %
+4.83%
% of All Funds
10.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
91
Increased
182
Reduced
231
Closed
56
Calls
$15M
Puts
$11.8M
Net Calls
+$3.26M
Net Calls Change
-$12.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.6B
2
Capital International Investors
Capital International Investors
California
$1.19B
3
OAG
Orbis Allan Gray
Bermuda
$208M
4
SCA
Southpoint Capital Advisors
New York
$161M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$192M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.43B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
3
Ameriprise
Ameriprise
Minnesota
$680M
4
PI
Putnam Investments
Massachusetts
$139M
5
CANY
Caxton Associates (New York)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$66K -$2.53K -92 -4%
HNB
477
Huntington National Bank
Ohio
$66K +$66K +2,463 New
BFC
478
Bedel Financial Consulting
Indiana
$65K +$2.69K +100 +4%
PA
479
Parallel Advisors
California
$63K +$5.08K +189 +9%
SQA
480
Simon Quick Advisors
New Jersey
$61K – – –
MWP
481
Meridian Wealth Partners
Pennsylvania
$60K -$28.2K -1,056 -32%
EWM
482
Endurance Wealth Management
Rhode Island
$58K – – –
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$58K +$14.1K +531 +32%
GRP
484
Global Retirement Partners
California
$57K – – –
FF
485
FourThought Financial
Florida
$55K -$1.19K -45 -2%
MI
486
Markston International
New York
$54K -$8.1K -300 -13%
HWA
487
Heritage Wealth Advisors
Virginia
$50.3K – – –
CIA
488
CSat Investment Advisory
Michigan
$41K -$12.1K -448 -23%
CCM
489
Covington Capital Management
California
$40K – – –
SBL
490
Sargent Bickham Lagudis
Colorado
$40K – – –
BCA
491
Berman Capital Advisors
Georgia
$35K +$19K +727 +119%
TF
492
TimeScale Financial
Massachusetts
$33K +$161 +6 +0.5%
WP
493
WealthShield Partners
North Carolina
$33K +$33K +1,245 New
FCB
494
First Command Bank
Texas
$31K -$10.9K -400 -26%
FCFS
495
First Command Financial Services
Texas
$31K -$10.9K -400 -26%
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$31K +$31K +1,140 New
APA
497
American Portfolios Advisors
New York
$30.1K -$11.4K -425 -27%
WT
498
Washington Trust
Rhode Island
$30K – – –
CI
499
CX Institutional
Indiana
$30K +$4.28K +160 +17%
ZB
500
Zions Bancorporation
Utah
$29K +$27 +1 +0.1%
18 19
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