AES icon

AES
AES

Overview Fund Activity

608 hedge funds and large institutions have $16B invested in AES in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+22
Holders Change %
+3.75%
% of All Funds
10.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
80
Increased
212
Reduced
226
Closed
54
Calls
$99.9M
Puts
$19.4M
Net Calls
+$80.4M
Net Calls Change
+$77.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.39B
2
OAG
2
Orbis Allan Gray
Bermuda
$320M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$60.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
Millennium Management
5
Millennium Management
New York
$120M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$413M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B
3
ICP
3
Inclusive Capital Partners
California
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$79M
5
PC
5
PointState Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
501
Cutler Group
California
$49K -$37.5K -1,457 -43%
HWA
502
Heritage Wealth Advisors
Virginia
$48.9K – – –
Credit Agricole
503
Credit Agricole
France
$48K +$29.5K +1,129 +160%
MA
504
Modus Advisors
Minnesota
$47K +$47K +1,811 New
GRP
505
Global Retirement Partners
California
$44K -$11.1K -426 -20%
RDWM
506
Red Door Wealth Management
Tennessee
$41K +$41K +1,582 New
CCM
507
Covington Capital Management
California
$39K – – –
SBL
508
Sargent Bickham Lagudis
Colorado
$39K – – –
CI
509
CX Institutional
Indiana
$33K +$3.91K +151 +13%
CFG
510
CKW Financial Group
Hawaii
$33K +$33K +1,254 New
WP
511
WealthShield Partners
North Carolina
$32K – – –
TF
512
TimeScale Financial
Massachusetts
$32K +$206 +8 +0.6%
FCB
513
First Command Bank
Texas
$30K – – –
FCFS
514
First Command Financial Services
Texas
$30K – – –
SWM
515
Spire Wealth Management
Virginia
$29K -$115K -4,346 -80%
WT
516
Washington Trust
Rhode Island
$29K – – –
ZB
517
Zions Bancorporation
Utah
$28K -$131 -5 -0.5%
PCG
518
Private Capital Group
Connecticut
$28K +$369 +14 +1%
FGAM
519
Financial Gravity Asset Management
Texas
$26K -$30K -15 -54%
CWP
520
Concord Wealth Partners
Virginia
$26K -$364 -14 -1%
IFAM
521
Institutional & Family Asset Management
Colorado
$24K – – –
PCM
522
Peregrine Capital Management
Minnesota
$23K – – –
CLG
523
Cooperman Leon G
$23K – – –
NSIM
524
North Star Investment Management
Illinois
$23K +$128 +5 +0.6%
AA
525
Addison Advisors
Vermont
$23K +$23K +883 New
19 20
21
22 23