703 hedge funds and large institutions have $8.45B invested in AES in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
9.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
120
Increased
262
Reduced
250
Closed
106
Calls
$128M
Puts
$226M
Net Calls
-$97.9M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
476
Evanson Asset Management
California
$174K
BIAS
477
Beacon Investment Advisory Services
New Jersey
$171K
SAM
478
Silvercrest Asset Management
New York
$170K
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$169K -$101K -7,881 -38%
BTWM
480
Baker Tilly Wealth Management
Wisconsin
$167K -$63.5K -4,934 -28%
FPL
481
Fortress Private Ledger
North Carolina
$167K +$167K +12,968 New
AIM
482
Arcadia Investment Management
Michigan
$165K +$165K +12,800 New
CG
483
Caprock Group
Idaho
$165K +$165K +12,794 New
CL
484
Choreo LLC
Illinois
$164K -$100K -7,905 -38%
BCI
485
Brinker Capital Investments
Pennsylvania
$163K +$6.06K +471 +4%
OPS
486
Orion Portfolio Solutions
Nebraska
$163K +$6.06K +471 +4%
GT
487
Greenleaf Trust
Michigan
$161K -$80K -6,214 -33%
KeyBank National Association
488
KeyBank National Association
Ohio
$160K +$160K +12,442 New
ATC
489
Argent Trust Co
Tennessee
$160K +$29.2K +2,270 +22%
PPWM
490
Paragon Private Wealth Management
Kentucky
$160K -$38.9K -3,020 -20%
PCM
491
Polymer Capital Management
New York
$155K +$155K +12,025 New
BC
492
Bridgefront Capital
Texas
$154K -$203K -15,745 -57%
AFG
493
Atomi Financial Group
New York
$153K -$132K -10,237 -46%
SC
494
Syon Capital
California
$152K +$152K +11,789 New
MAS
495
Meeder Advisory Services
Ohio
$149K +$149K +11,612 New
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$147K -$26.4K -2,132 -15%
Aviva
497
Aviva
United Kingdom
$146K
CCG
498
Coastwise Capital Group
California
$146K +$146K +11,329 New
SFA
499
Sequoia Financial Advisors
Ohio
$144K -$17.3K -1,342 -11%
MRC
500
Millburn Ridgefield Corp
New York
$143K +$125K +9,693 +685%