672 hedge funds and large institutions have $15.3B invested in AES in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 239 increasing their positions, 259 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-17
Holders Change %
-2.47%
% of All Funds
10.76%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
75
Increased
239
Reduced
259
Closed
83
Calls
$44.4M
Puts
$10.6M
Net Calls
+$33.8M
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
501
Ameritas Investment Partners
Nebraska
$204K
HI
502
Horizon Investments
North Carolina
$203K -$4.69K -196 -2%
UH
503
Unigestion Holding
Switzerland
$202K +$36K +1,528 +22%
CBTWT
504
Community Bank & Trust (Waco, Texas)
Texas
$202K -$2.75K -114 -1%
DI
505
Diligent Investors
California
$201K +$72 +3 +0%
GBT
506
Grove Bank & Trust
Florida
$197K +$4.24K +176 +2%
Bank Julius Baer & Co
507
Bank Julius Baer & Co
Switzerland
$192K +$192K +7,992 New
Bessemer Group
508
Bessemer Group
New Jersey
$181K -$117K -4,822 -39%
SWM
509
Sugarloaf Wealth Management
Georgia
$179K +$156K +6,485 +697%
HIIFS
510
Harel Insurance Investments & Financial Services
Israel
$167K
SFM
511
Systematic Financial Management
New Jersey
$164K +$164K +6,814 New
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$163K -$9.24K -384 -5%
UAML
513
US Asset Management LLC
Pennsylvania
$156K
ICM
514
Islay Capital Management
Texas
$147K
BAM
515
Belpointe Asset Management
Nevada
$142K +$46K +1,911 +48%
EWM
516
Evermay Wealth Management
Virginia
$128K
HNB
517
Huntington National Bank
Ohio
$110K -$78.3K -3,251 -42%
DMBA
518
Deseret Mutual Benefit Administrators
Utah
$109K
LC
519
Lindbrook Capital
California
$109K -$22.2K -920 -17%
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$92.9K +3,857 +643%
SIM
521
Sentry Investment Management
Wisconsin
$105K -$1.23K -51 -1%
SOW
522
State of Wyoming
Wyoming
$101K +$101K +4,200 New
TPCW
523
TD Private Client Wealth
New York
$99K +$21.3K +883 +27%
CFGS
524
Concourse Financial Group Securities
Alabama
$97.8K -$1.23K -51 -1%
CHA
525
Carmichael Hill & Associates
Maryland
$97.7K