628 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 210 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
210
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IGAM
476
iA Global Asset Management
Quebec, Canada
$146K -$3.27K -170 -2%
AIP
477
Ameritas Investment Partners
Nebraska
$143K -$19.5K -1,015 -12%
C
478
Covestor
United Kingdom
$143K +$125K +6,475 +677%
TPCW
479
TD Private Client Wealth
New York
$140K +$62.2K +3,231 +80%
CHA
480
Carmichael Hill & Associates
Maryland
$136K
SIA
481
Sit Investment Associates
Minnesota
$135K
CFGS
482
Concourse Financial Group Securities
Alabama
$135K +$15.5K +806 +13%
EWM
483
Evermay Wealth Management
Virginia
$102K -$1.08K -56 -1%
ICM
484
Islay Capital Management
Texas
$99.9K
EWA
485
EverSource Wealth Advisors
Alabama
$96K +$27.7K +1,439 +41%
GRP
486
Global Retirement Partners
California
$78.3K +$12K +668 +18%
CT
487
Colonial Trust
South Carolina
$77.4K +$34.7K +1,803 +81%
CFO
488
CVA Family Office
Colorado
$72.9K +$72.9K +3,785 New
OAM
489
Ostrum Asset Management
France
$72.4K +$308 +16 +0.4%
FFA
490
Farther Finance Advisors
California
$72K +$45.5K +2,365 +172%
HIA
491
Harbor Investment Advisory
Maryland
$70.4K -$1.6K -83 -2%
ASN
492
Advisory Services Network
Georgia
$70.3K +$70.3K +3,651 New
CI
493
CX Institutional
Indiana
$69.6K +$69.6K +3,613 New
PFBT
494
Parkside Financial Bank & Trust
Missouri
$69.1K +$50.3K +2,611 +268%
SIM
495
Sentry Investment Management
Wisconsin
$68K -$7.3K -377 -10%
HI
496
Harbour Investments
Wisconsin
$66.9K -$6.72K -349 -9%
DMBA
497
Deseret Mutual Benefit Administrators
Utah
$63.7K -$17.6K -913 -22%
AF
498
Allworth Financial
California
$59.9K +$34.2K +1,779 +134%
PCM
499
Penserra Capital Management
California
$58K -$12.2K -650 -17%
GFL
500
Granite FO LLC
New Hampshire
$57.8K