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AES
AES

Overview Fund Activity

650 hedge funds and large institutions have $12.1B invested in AES in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 190 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
105
Increased
272
Reduced
190
Closed
74
Calls
$123M
Puts
$134M
Net Calls
-$11M
Net Calls Change
-$33.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.39B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$822M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$123M
4
Millennium Management
4
Millennium Management
New York
$148M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$103M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$454M
2
Morgan Stanley
2
Morgan Stanley
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.59M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$64.4M
5
State Street
5
State Street
Massachusetts
$583M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
501
Bank Julius Baer & Co
Switzerland
$143K -$108 -6 -0.1%
AIP
502
Ameritas Investment Partners
Nebraska
$133K – – –
NS
503
NBC Securities
Alabama
$127K +$111K +6,218 +691%
CHA
504
Carmichael Hill & Associates
Maryland
$127K – – –
SIA
505
Sit Investment Associates
Minnesota
$126K – – –
CFGS
506
Concourse Financial Group Securities
Alabama
$123K -$2.58K -144 -2%
PFA
507
Pathway Financial Advisers
Indiana
$118K -$69.8K -3,893 -37%
SOW
508
State of Wyoming
Wyoming
$115K +$115K +6,429 New
EWM
509
Evermay Wealth Management
Virginia
$95K – – –
ICM
510
Islay Capital Management
Texas
$93K – – –
CIA
511
Cape Investment Advisory
Georgia
$91.4K +$91.4K +5,100 New
GRP
512
Global Retirement Partners
California
$86.5K +$8.03K +448 +10%
MG
513
Mather Group
Illinois
$79.6K +$79.6K +4,137 New
CG
514
Cutler Group
California
$79K +$79K +4,446 New
TPCW
515
TD Private Client Wealth
New York
$77.9K -$52.2K -2,914 -40%
CFO
516
CVA Family Office
Colorado
$76.4K +$8.52K +475 +13%
C
517
Covestor
United Kingdom
$76K -$57.3K -3,195 -43%
CT
518
Colonial Trust
South Carolina
$72.1K – – –
HT
519
Headlands Technologies
Illinois
$71.7K +$71.7K +4,000 New
FFA
520
Farther Finance Advisors
California
$70.2K +$2.62K +145 +4%
OAM
521
Ostrum Asset Management
France
$67.4K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$66K +$1.67K +93 +3%
HNB
523
Huntington National Bank
Ohio
$65.7K +$17.9K +1,000 +38%
HIA
524
Harbor Investment Advisory
Maryland
$65.6K – – –
DMBA
525
Deseret Mutual Benefit Administrators
Utah
$65.1K +$5.72K +319 +10%
19 20
21
22 23