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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 %
BJL
476
Brighton Jones LLC
Washington
$278K -$1.15K -40 -0.4%
CGL
477
Clarius Group LLC
Washington
$277K +$21.2K +736 +8%
WPC
478
Wedmont Private Capital
Pennsylvania
$277K +$1.37K +52 +0.5%
FTDI
479
First Trust Direct Indexing
Massachusetts
$276K +$276K +9,596 New
WJWM
480
Williams Jones Wealth Management
New York
$273K +$1.21K +42 +0.4%
PTC
481
Petrus Trust Company
Texas
$270K +$270K +9,386 New
FNT
482
First National Trust
Pennsylvania
$270K – – –
CA
483
Calton & Associates
Florida
$266K -$863 -30 -0.3%
CCA
484
Checchi Capital Advisers
California
$264K -$6.67K -232 -2%
Lord, Abbett & Co
485
Lord, Abbett & Co
New Jersey
$259K +$259K +9,000 New
IA
486
Inspire Advisors
Idaho
$258K -$85.8K -2,982 -25%
SIG
487
Stonegate Investment Group
Alabama
$250K -$17.8K -619 -7%
HI
488
Horizon Investments
North Carolina
$249K +$249K +8,704 New
WSTAM
489
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$103K -3,569 -29%
RCA
490
Ranch Capital Advisors
Florida
$244K -$14.3K -498 -6%
CBTWT
491
Community Bank & Trust (Waco, Texas)
Texas
$244K +$244K +8,497 New
LCM
492
LCM Capital Management
Illinois
$243K +$243K +8,462 New
DI
493
Diligent Investors
California
$240K +$240K +8,346 New
CBNLCF
494
Cognios Beta Neutral Large Cap Fund
Kansas
$240K +$240K +8,341 New
BCM
495
Brookstone Capital Management
Illinois
$236K -$3.07K -116 -1%
MAS
496
Meeder Advisory Services
Ohio
$234K +$234K +8,147 New
IFU
497
iSAM Funds (UK)
United Kingdom
$234K +$234K +8,138 New
PP
498
Prudential plc
United Kingdom
$234K +$234K +8,120 New
CI
499
Cigna Investments
Connecticut
$232K +$232K +8,078 New
MMA
500
Miracle Mile Advisors
California
$231K +$231K +8,038 New
18 19
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