628 hedge funds and large institutions have $12.9B invested in AES in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 235 increasing their positions, 210 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
9.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
105
Increased
235
Reduced
210
Closed
84
Calls
$138M
Puts
$116M
Net Calls
+$22.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
501
Principal Securities
Iowa
$57.5K +$57.5K +2,986 New
PTC
502
Private Trust Company
Ohio
$51.4K +$20.9K +1,088 +69%
HNB
503
Huntington National Bank
Ohio
$51.3K +$17.4K +904 +51%
FMTCOCP
504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4K
QC
506
Quent Capital
New York
$43.2K -$3.35K -174 -7%
GWS
507
Glassman Wealth Services
Virginia
$37.1K +$24.1K +1,254 +186%
HWA
508
Heritage Wealth Advisors
Virginia
$36.1K
RIM
509
Rakuten Investment Management
Japan
$32K +$32K +1,656 New
HDIM
510
Hanson & Doremus Investment Management
Vermont
$32K +$32K +1,650 New
EC
511
EntryPoint Capital
New York
$27.1K +$27.1K +1,408 New
CAS
512
Coppell Advisory Solutions
Texas
$24.9K +$15.8K +821 +174%
RFA
513
Resurgent Financial Advisors
Georgia
$24.2K +$24.2K +1,257 New
IA
514
IFP Advisors
Florida
$23.9K -$129K -6,706 -84%
TCWA
515
Turtle Creek Wealth Advisors
Texas
$20.1K +$20.1K +1,042 New
BTI
516
Blue Trust Inc
Georgia
$20K -$15.8K -1,040 -44%
PCM
517
Peregrine Capital Management
Minnesota
$19.8K +$8.86K +460 +81%
MCM
518
MV Capital Management
Maryland
$19.7K +$13K +677 +196%
CWP
519
Concord Wealth Partners
Virginia
$19.3K
MMG
520
Monetary Management Group
Missouri
$19.3K
HSA
521
Hussman Strategic Advisors
Maryland
$19.3K
NSIM
522
North Star Investment Management
Illinois
$18.6K -$462 -24 -2%
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$18K -$12.1K -638 -40%
CLG
524
Cooperman Leon G
$17.3K
NS
525
NBC Securities
Alabama
$17K