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AES
AES

Overview Fund Activity

610 hedge funds and large institutions have $15.9B invested in AES in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 240 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-7
Holders Change %
-1.13%
% of All Funds
9.65%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
82
Increased
240
Reduced
189
Closed
82
Calls
$158M
Puts
$20.5M
Net Calls
+$137M
Net Calls Change
+$92.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.67B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$836M
3
AII
3
AGF Investments Inc
Ontario, Canada
$148M
4
OAG
4
Orbis Allan Gray
Bermuda
$437M
5
Morgan Stanley
5
Morgan Stanley
New York
$167M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$24.1M
3
TP
3
Third Point
New York
$0
4
MIM
4
Merewether Investment Management
Texas
$0
5
Jennison Associates
5
Jennison Associates
New York
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
501
Spire Wealth Management
Virginia
$44K -$6.12K -240 -12%
CCM
502
Covington Capital Management
California
$39K – – –
SBL
503
Sargent Bickham Lagudis
Colorado
$39K – – –
GRP
504
Global Retirement Partners
California
$35K +$35K +1,641 New
APA
505
American Portfolios Advisors
New York
$33.9K -$2.21K -86 -6%
CT
506
Cambridge Trust
Massachusetts
$33K -$53K -2,071 -62%
TF
507
TimeScale Financial
Massachusetts
$33K +$235 +9 +0.7%
AF
508
Allworth Financial
California
$31K +$30.7K +1,201 +9,238%
AIM
509
Achmea Investment Management
Netherlands
$29K – – –
FCFS
510
First Command Financial Services
Texas
$29K – – –
FCB
511
First Command Bank
Texas
$29K – – –
WT
512
Washington Trust
Rhode Island
$29K – – –
HSA
513
Hussman Strategic Advisors
Maryland
$26K -$234K -9,000 -90%
CWP
514
Concord Wealth Partners
Virginia
$26K – – –
MMG
515
Monetary Management Group
Missouri
$26K – – –
DI
516
Disciplined Investments
Oklahoma
$25K +$1.46K +56 +6%
RTC
517
Riverview Trust Company
Washington
$25K +$25K +971 New
EC
518
Elequin Capital
New York
$25K +$25K +986 New
NSIM
519
North Star Investment Management
Illinois
$24K +$183 +7 +0.8%
PCG
520
Private Capital Group
Connecticut
$24K +$1.12K +43 +5%
CLG
521
Cooperman Leon G
$23.2K – – –
IFAM
522
Institutional & Family Asset Management
Colorado
$23K -$208 -8 -0.9%
AA
523
Addison Advisors
Vermont
$23K – – –
QC
524
Quent Capital
New York
$23K – – –
MA
525
Montag & Associates
Georgia
$22K – – –
19 20
21
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