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AES
AES

Overview Fund Activity

633 hedge funds and large institutions have $13.1B invested in AES in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
-39
Holders Change %
-5.8%
% of All Funds
9.98%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
46
Increased
248
Reduced
247
Closed
80
Calls
$60M
Puts
$20.4M
Net Calls
+$39.6M
Net Calls Change
+$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$123M
3
Marshall Wace
Marshall Wace
United Kingdom
+$49.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$47.1M
5
MGIM
M&G Investment Management
United Kingdom
+$44.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
Jennison Associates
Jennison Associates
New York
-$44.9M
3
OCAM
Owl Creek Asset Management
New York
-$42.5M
4
Truist Financial
Truist Financial
North Carolina
-$38.6M
5
CM
Corvex Management
New York
-$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
501
Global Retirement Partners
California
$56.9K -$290 -14 -0.5%
BTI
502
Blue Trust Inc
Georgia
$55K -$3.14K -130 -5%
FMTCOCP
503
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K – – –
BAAM
504
Baker Avenue Asset Management
California
$49K +$6.55K +316 +15%
CT
505
Colonial Trust
South Carolina
$48.1K -$1.18K -57 -2%
EWA
506
EverSource Wealth Advisors
Alabama
$46.7K +$2.41K +116 +5%
TAIM
507
TD Ameritrade Investment Management
Nebraska
$45K -$7.13K -344 -14%
EWM
508
Endurance Wealth Management
Rhode Island
$45K – – –
SWM
509
Spire Wealth Management
Virginia
$39K +$228 +11 +0.6%
HWA
510
Heritage Wealth Advisors
Virginia
$38.9K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$37.2K +$3.34K +161 +10%
PTC
512
Private Trust Company
Ohio
$37K +$1.02K +49 +3%
CAL
513
Capital Advisors Ltd
Ohio
$37K -$1.66K -79 -4%
WTG
514
West Tower Group
Virginia
$35.2K +$35.2K +1,697 New
ETC
515
Exchange Traded Concepts
Oklahoma
$34.8K +$34.8K +1,677 New
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$33.2K -$8.73K -421 -21%
QC
517
Quent Capital
New York
$32.3K – – –
HNB
518
Huntington National Bank
Ohio
$30.6K -$64.4K -3,106 -68%
Group One Trading
519
Group One Trading
Illinois
$30.1K +$30.1K +1,453 New
C
520
Covestor
United Kingdom
$29K +$9.19K +434 +46%
SCA
521
Stonebridge Capital Advisors
Minnesota
$27.1K – – –
TF
522
TimeScale Financial
Massachusetts
$27.1K +$207 +10 +0.8%
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$25K +$3.42K +165 +16%
RFA
524
Resurgent Financial Advisors
Georgia
$23.9K -$995 -48 -4%
FFA
525
Farther Finance Advisors
California
$23.6K +$539 +26 +2%
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