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AES
AES

Overview Fund Activity

608 hedge funds and large institutions have $16B invested in AES in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+22
Holders Change %
+3.75%
% of All Funds
10.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
80
Increased
212
Reduced
226
Closed
54
Calls
$99.9M
Puts
$19.4M
Net Calls
+$80.4M
Net Calls Change
+$77.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.39B
2
OAG
Orbis Allan Gray
Bermuda
$320M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$60.6M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
Millennium Management
Millennium Management
New York
$120M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$413M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
3
ICP
Inclusive Capital Partners
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$79M
5
PC
PointState Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
526
Disciplined Investments
Oklahoma
$23K +$23K +900 New
SSB
527
Sandy Spring Bank
Maryland
$22K -$4.81K -188 -18%
MA
528
Montag & Associates
Georgia
$22K – – –
GWM
529
Geneos Wealth Management
Colorado
$19K -$43.4K -1,669 -70%
FRA
530
Front Row Advisors
California
$19K – – –
APP
531
Alpha Paradigm Partners
Illinois
$18K -$282K -10,784 -94%
FF
532
FourThought Financial
Florida
$18K -$35.5K -1,385 -66%
CAL
533
Capital Advisors Ltd
Ohio
$17K – – –
TFO
534
Tarbox Family Office
California
$16K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$16K +$218 +8 +1%
ONST
536
Old North State Trust
North Carolina
$16K +$16K +600 New
MGIM
537
M&G Investment Management
United Kingdom
$15.3K +$5.11K +196,379 +50%
SL
538
Savior LLC
Massachusetts
$15K +$52 +2 +0.3%
AWM
539
Accel Wealth Management
Iowa
$15K +$15K +560 New
SWA
540
Sutton Wealth Advisors
Florida
$14.5K -$1.43K -55 -9%
PWMG
541
Prestige Wealth Management Group
New Jersey
$14K +$1.08K +42 +8%
TFIPS
542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13K – – –
Lazard Asset Management
543
Lazard Asset Management
New York
$13K – – –
Nisa Investment Advisors
544
Nisa Investment Advisors
Missouri
$12.4K +$12 +453 +0.1%
IF
545
Ironwood Financial
Arizona
$12K – – –
FHA
546
First Horizon Advisors
Tennessee
$12K +$1K +38 +9%
TFGT
547
TS Financial Group (TSFG)
Illinois
$11K – – –
ST
548
Smithfield Trust
Pennsylvania
$11K – – –
TWA
549
TCI Wealth Advisors
Arizona
$11K +$279 +11 +3%
KPCM
550
Kings Point Capital Management
New York
$10K – – –
20 21
22
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