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AES
AES

Overview Fund Activity

610 hedge funds and large institutions have $15.9B invested in AES in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 240 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-7
Holders Change %
-1.13%
% of All Funds
9.65%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
82
Increased
240
Reduced
189
Closed
82
Calls
$158M
Puts
$20.5M
Net Calls
+$137M
Net Calls Change
+$92.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.67B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$836M
3
AII
3
AGF Investments Inc
Ontario, Canada
$148M
4
OAG
4
Orbis Allan Gray
Bermuda
$437M
5
Morgan Stanley
5
Morgan Stanley
New York
$167M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$24.1M
3
TP
3
Third Point
New York
$0
4
MIM
4
Merewether Investment Management
Texas
$0
5
Jennison Associates
5
Jennison Associates
New York
$46.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
526
Front Row Advisors
California
$21K – – –
PCM
527
Peregrine Capital Management
Minnesota
$20K – – –
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$11.7K +449 +141%
SCA
529
Stonebridge Capital Advisors
Minnesota
$20K +$20K +781 New
GWM
530
Geneos Wealth Management
Colorado
$18K – – –
TFO
531
Tarbox Family Office
California
$16K – – –
UB
532
UMB Bank
Missouri
$15K – – –
CA
533
Crewe Advisors
Utah
$15K – – –
AWM
534
Accel Wealth Management
Iowa
$15K – – –
HDIM
535
Hanson & Doremus Investment Management
Vermont
$15K +$15K +580 New
SWA
536
Sutton Wealth Advisors
Florida
$14.4K +$386 +15 +3%
SSB
537
Sandy Spring Bank
Maryland
$14K -$7.5K -300 -35%
PWMG
538
Prestige Wealth Management Group
New Jersey
$13K – – –
SC
539
Seldon Capital
California
$13K – – –
OA
540
Operose Advisors
Wisconsin
$13K – – –
CA
541
Clearstead Advisors
Ohio
$13K – – –
AIP
542
Ahrens Investment Partners
Louisiana
$13K – – –
Lazard Asset Management
543
Lazard Asset Management
New York
$13K +$627 +26 +5%
ZIG
544
Zullo Investment Group
Pennsylvania
$12K – – –
ADL
545
Asset Dedication LLC
California
$12K – – –
M1FG
546
Mach-1 Financial Group
Arkansas
$12K +$12K +500 New
ST
547
Smithfield Trust
Pennsylvania
$11K – – –
HFM
548
Harvest Fund Management
China
$10K – – –
GIA
549
GHP Investment Advisors
Colorado
$10K +$10K +387 New
FHA
550
First Horizon Advisors
Tennessee
$9K -$8.25K -287 -48%
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